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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	Group One Trading Chicago, Illinois	$15.4M	+$4.84M	6	0.1%	Increased
552	Klingenstein Fields & Co New York	$15.2M	+$12.1M	3	0.76%	Increased
553	PineBridge Investments New York	$15.1M	-$11.9M	6	0.23%	Reduced
554	TTWM TCV Trust & Wealth Management Richmond, Virginia	$15M	-$256K	2	1.82%	Reduced
555	Eagle Asset Management St Petersburg, Florida	$14.9M	-$587K	2	0.07%	Reduced
556	JIR James Investment Research Alpha, Ohio	$14.9M	-$2.6M	3	1.04%	Reduced
557	QIM Quantitative Investment Management Charlottesville, Virginia	$14.8M	-$10.8M	3	0.45%	Reduced
558	NPA Nichols & Pratt Advisers Boston, Massachusetts	$14.8M	-$1.19M	1	1.21%	Reduced
559	SFM Systematic Financial Management Teaneck, New Jersey	$14.7M	+$901K	1	0.58%	Increased
560	DCM Dupont Capital Management Wilmington, Delaware	$14.7M	-$3.77M	8	0.33%	Reduced
561	Manning & Napier Group Fairport, New York	$14.7M	-$14.7M	2	0.16%	Reduced
562	Mercer Global Advisors Denver, Colorado	$14.7M	-$1.04M	6	0.29%	Reduced
563	Capital Fund Management (CFM) Paris, France	$14.7M	+$5.32M	6	0.12%	Increased
564	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$14.6M	+$14.4M	7	1%	New
565	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$14.6M	+$169K	1	6.56%	Increased
566	RC RBO & Co Saint Helena, California	$14.6M	-$158K	1	3.21%	Reduced
567	Carillon Tower Advisers St. Petersburg, Florida	$14.5M	-$10.9M	1	0.1%	Reduced
568	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.5M	-$1.8M	3	0.16%	Reduced
569	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$14.4M	-$119K	1	2.21%	Reduced
570	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.3M	+$87.9K	7	0.25%	Increased
571	Northeast Financial Consultants Westport, Connecticut	$14.3M	+$13.9K	2	1.28%	Increased
572	BU Brown University Providence, Rhode Island	$14.2M	+$13.8M	1	7.76%	New
573	Tocqueville Asset Management New York	$14.2M	+$252K	4	0.21%	Increased
574	YCM Yost Capital Management Houston, Texas	$14.1M	-$4.72M	1	11.09%	Reduced
575	HCM Huber Capital Management El Segundo, California	$14.1M	-$903K	2	1.84%	Reduced