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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	FBCM Fort Baker Capital Management Larkspur, California	$16.4M	+$16.2M	1	4.57%	New
527	EIA Edgemoor Investment Advisors Bethesda, Maryland	$16.3M	+$79.2K	2	1.52%	Increased
528	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.2M	-$252K	7	0.39%	Reduced
529	Steward Partners Investment Advisory New York	$16.1M	-$2.41M	14	0.27%	Reduced
530	GAMA Graticule Asia Macro Advisors New York	$16.1M	-$4.76M	4	4.75%	Reduced
531	Miller Howard Investments Kingston, New York	$16.1M	-$726K	4	0.64%	Reduced
532	DIA Davidson Investment Advisors Great Falls, Montana	$16.1M	-$283K	1	1.29%	Reduced
533	Kovitz Investment Group Partners Chicago, Illinois	$16M	+$990K	2	0.32%	Increased
534	ACM AlphaCrest Capital Management New York	$16M	+$11.5M	6	0.69%	Increased
535	Balyasny Asset Management Chicago, Illinois	$16M	-$21.8M	3	0.08%	Reduced
536	FRM Foundation Resource Management Little Rock, Arkansas	$15.8M	-$299K	1	3.56%	Reduced
537	Wolverine Trading Chicago, Illinois	$15.8M	-$241K	13	0.02%	Reduced
538	WRBC W.R. Berkley Corp Greenwich, Connecticut	$15.7M	+$635K	2	1.57%	Increased
539	WIC Willis Investment Counsel Gainesville, Georgia	$15.7M	-$312K	2	0.93%	Reduced
540	JGUA John G. Ullman & Associates Corning, New York	$15.7M	-$156K	3	2.04%	Reduced
541	TC Teilinger Capital Houston, Texas	$15.6M	+$12.1M	2	5.11%	Increased
542	RAM Rempart Asset Management Montreal, Canada	$15.4M	+$1.12M	2	3.19%	Increased
543	Illinois Municipal Retirement Fund Oak Brook, Illinois	$15.3M	-$10.6M	8	0.62%	Reduced
544	Raymond James Trust St. Petersburg, Florida	$15.3M	-$704K	7	0.51%	Reduced
545	DCP Diameter Capital Partners New York	$15.2M	+$14.1M	1	1.03%	New
546	Norinchukin Bank Tokyo, Japan	$15.1M	-$66.2K	5	0.22%	Reduced
547	Gotham Asset Management New York	$15M	-$3.76M	4	0.64%	Reduced
548	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$15M	-$84.3K	4	1.2%	Reduced
549	Hancock Whitney Gulfport, Mississippi	$15M	-$2.09M	6	0.48%	Reduced
550	Glenview Trust Louisville, Kentucky	$14.9M	+$1.36M	4	0.58%	Increased