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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
551	Becker Capital Management Portland, Oregon	$15.2M	+$13.9M	1	0.58%	Increased
552	Gotham Asset Management New York	$15.1M	+$3.76M	8	0.27%	Increased
553	Chartwell Investment Partners Berywn, Pennsylvania	$15.1M	-$1.53M	1	0.5%	Reduced
554	Tiedemann Advisors New York	$15.1M	+$741K	2	0.72%	Increased
555	Glenview Trust Louisville, Kentucky	$15M	+$194K	4	0.91%	Increased
556	SAM Serengeti Asset Management New York	$15M	+$7.56M	1	7.29%	Increased
557	TTWM TCV Trust & Wealth Management Richmond, Virginia	$14.9M	-$129K	2	1.93%	Reduced
558	PR Payden & Rygel Los Angeles, California	$14.8M	+$14.2M	1	1%	New
559	CCM Contrarian Capital Management Greenwich, Connecticut	$14.7M	-$4.76M	1	1.34%	Reduced
560	Hancock Whitney Gulfport, Mississippi	$14.7M	+$3.06M	6	0.48%	Increased
561	HCM Huber Capital Management El Segundo, California	$14.7M	+$667K	1	1.82%	Increased
562	CC Cipher Capital New York	$14.6M	-$1.99M	4	1.15%	Reduced
563	Eagle Asset Management St Petersburg, Florida	$14.5M	-$6.67M	2	0.08%	Reduced
564	ValueAct Holdings San Francisco, California	$14.4M	+$21.9M	1	0.16%	New
565	RC RBO & Co Saint Helena, California	$14.4M	+$194K	1	3.41%	Increased
566	Advisory Services Network Atlanta, Georgia	$14.3M	$0	14	0.88%	Maintained
567	Bowen Hanes & Co Ponte Vedra Beach, Florida	$14.3M	+$1.01M	1	0.61%	Increased
568	GAI General American Investors New York	$14.3M	$0	1	1.41%	Maintained
569	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$14.2M	+$1.6M	1	2.33%	Increased
570	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$14.2M	-$2.86M	4	1.74%	Reduced
571	GAMA Graticule Asia Macro Advisors New York	$14.1M	-$16.7M	1	1.1%	Reduced
572	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.1M	+$1.16M	7	0.25%	Increased
573	TU TDAM USA Toronto, Ontario, Canada	$14M	-$2.97M	4	1%	Reduced
574	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$14M	+$2.24M	1	1.6%	Increased
575	Atria Investments Charlotte, North Carolina	$13.9M	-$76.5K	7	0.5%	Reduced