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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
526	WPC Waters Parkerson & Co New Orleans, Louisiana	$14.3M	-$354K	4	1.17%	Reduced
527	HAM Highstreet Asset Management London, Ontario, Canada	$14.3M	+$334K	4	0.79%	Increased
528	TCM Twin Capital Management Mcmurray, Pennsylvania	$14.2M	+$221K	3	0.65%	Increased
529	LMR Partners London, United Kingdom	$14.1M	-$4.47M	3	0.89%	Reduced
530	TNB Thomasville National Bank Thomasville, Georgia	$13.9M	+$1.57M	2	2.23%	Increased
531	BOK Financial Tulsa, Oklahoma	$13.5M	-$855K	7	0.34%	Reduced
532	BSP Benefit Street Partners New York	$13.5M	$0	1	0.95%	Maintained
533	WBC Westpac Banking Corp Sydney, Australia	$13.4M	$0	8	0.23%	Maintained
534	WAM World Asset Management Detroit, Michigan	$13.4M	-$252K	14	0.63%	Reduced
535	Baillie Gifford & Co Edinburgh, United Kingdom	$13.2M	$0	2	0.01%	Maintained
536	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13.1M	-$1.01M	12	0.75%	Reduced
537	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.9M	-$101K	8	0.2%	Reduced
538	GAI General American Investors New York	$12.9M	$0	1	1.11%	Maintained
539	Country Trust Bank Bloomington, Illinois	$12.8M	-$1.17M	2	0.59%	Reduced
540	M MOTCO San Antonio, Texas	$12.8M	+$97.4K	4	1.27%	Increased
541	KMC Kirr Marbach & Co Columbus, Indiana	$12.7M	-$15.2K	1	2.81%	Reduced
542	EP Edgestream Partners Princeton, New Jersey	$12.7M	+$7.56M	4	2.16%	Increased
543	WIC Willis Investment Counsel Gainesville, Georgia	$12.5M	+$1.59M	1	0.86%	Increased
544	ArrowMark Colorado Holdings Denver, Colorado	$12.5M	$0	3	0.1%	Maintained
545	GCM Glendon Capital Management Santa Monica, California	$12.4M	$0	1	3.02%	Maintained
546	Level Four Advisory Services Dallas, Texas	$12.4M	-$60.9K	3	1.34%	Reduced
547	B BP London, United Kingdom	$12.4M	-$9.05M	5	0.38%	Reduced
548	Tiedemann Advisors New York	$12.4M	-$652K	2	0.73%	Reduced
549	TIA Tandem Investment Advisors Charleston, South Carolina	$12.4M	+$644K	1	3.39%	Increased
550	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12.3M	+$78.8K	2	3.99%	Increased