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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	Xact Kapitalforvaltning Stockholm, Sweden	$12.7M	-$2.48M	6	0.33%	Reduced
527	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$12.6M	+$4.83M	1	0.47%	Increased
528	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$12.5M	+$305K	3	0.64%	Increased
529	GGI Godsey & Gibb Inc Richmond, Virginia	$12.5M	+$151K	1	2.24%	Increased
530	Meag Munich Ergo Munich, Germany	$12.5M	-$4.76M	4	1.53%	Reduced
531	RC RBO & Co Saint Helena, California	$12.5M	+$7.67K	1	3.28%	Increased
532	DA Duality Advisers Miami, Florida	$12.4M	+$13.5M	3	0.73%	New
533	BSP Benefit Street Partners New York	$12.4M	$0	1	1.83%	Maintained
534	Meyer Handelman Company Rye Brook, New York	$12.3M	-$85.1K	2	0.7%	Reduced
535	UMB Bank Kansas City, Missouri	$12.2M	+$626K	4	0.37%	Increased
536	Fayez Sarofim & Co Houston, Texas	$12.2M	$0	1	0.07%	Maintained
537	AMG Advisors Management Group La Crosse, Wisconsin	$12.1M	-$70.9K	3	6.36%	Reduced
538	Curi RMB Capital Chicago, Illinois	$12.1M	+$10.2M	4	0.31%	Increased
539	Daiwa Securities Group Tokyo, Japan	$12.1M	+$5.2M	9	0.12%	Increased
540	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12M	-$53.4K	8	0.22%	Reduced
541	KMC Kirr Marbach & Co Columbus, Indiana	$11.9M	+$253K	1	3.31%	Increased
542	RIM Rampart Investment Management Hartford, Connecticut	$11.9M	+$7.76M	7	3.31%	Increased
543	ACI AB CarVal Investors Minneapolis, Minnesota	$11.9M	+$17.9M	1	8.51%	New
544	NTCM Nut Tree Capital Management New York	$11.9M	+$17.9M	1	14.08%	New
545	Zurich Insurance Group Zurich, Switzerland	$11.9M	-$10.2M	3	0.28%	Reduced
546	DIA Davidson Investment Advisors Great Falls, Montana	$11.8M	+$110K	1	1.37%	Increased
547	SCM Springhouse Capital Management Westport, Connecticut	$11.8M	+$850K	1	5.7%	Increased
548	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$11.8M	-$25.3K	2	0.94%	Reduced
549	ARTA A.R.T. Advisors New York	$11.8M	-$8.59M	5	0.76%	Reduced
550	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$11.7M	-$3.5M	3	0.58%	Reduced