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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	GAI General American Investors New York	$15.7M	$0	1	1.55%	Maintained
527	JIR James Investment Research Alpha, Ohio	$15.6M	-$3.38M	2	1.02%	Reduced
528	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.6M	-$604K	7	0.67%	Reduced
529	Discovery Capital Management South Norwalk, Connecticut	$15.6M	+$4.95M	1	1.62%	Increased
530	CC Cipher Capital New York	$15.5M	+$6.92M	5	1.23%	Increased
531	Silvercrest Asset Management New York	$15.3M	+$793K	7	0.15%	Increased
532	Becker Capital Management Portland, Oregon	$15.3M	-$308K	3	0.57%	Reduced
533	AFIA America First Investment Advisors Omaha, Nebraska	$15.3M	-$199K	1	4.7%	Reduced
534	Profund Advisors Bethesda, Maryland	$15M	-$3.62M	8	0.72%	Reduced
535	Raymond James Trust St. Petersburg, Florida	$15M	+$86.9K	5	0.86%	Increased
536	Bridgewater Associates Westport, Connecticut	$14.9M	-$14.5M	2	0.09%	Reduced
537	WC Wexford Capital West Palm Beach, Florida	$14.8M	+$14.3M	3	1.23%	New
538	Independent Advisor Alliance Charlotte, North Carolina	$14.4M	+$1.12M	3	2.03%	Increased
539	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$14.4M	-$61K	1	1%	Reduced
540	Wealthfront Advisers Palo Alto, California	$14.4M	+$2.19M	6	0.13%	Increased
541	RIM Rampart Investment Management Hartford, Connecticut	$14.3M	+$954K	6	1.63%	Increased
542	WAM World Asset Management Detroit, Michigan	$14.3M	+$1.98M	11	0.73%	Increased
543	GGI Godsey & Gibb Inc Richmond, Virginia	$14.3M	+$857K	1	2.17%	Increased
544	Tiedemann Advisors New York	$14.3M	+$2.28M	3	0.67%	Increased
545	SAM Serengeti Asset Management New York	$14.2M	+$11.6M	1	4.02%	Increased
546	NPF Norris Perne & French Grand Rapids, Michigan	$14.2M	+$4.65M	2	1.87%	Increased
547	Mercer Global Advisors Denver, Colorado	$14.2M	+$13.5M	6	0.51%	New
548	TTWM TCV Trust & Wealth Management Richmond, Virginia	$14.1M	+$160K	2	1.87%	Increased
549	Daiwa Securities Group Tokyo, Japan	$14.1M	-$169K	9	0.12%	Reduced
550	BFG Beacon Financial Group Dallas, Texas	$14.1M	-$1.91M	2	2.31%	Reduced