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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
601	WRHAM W.R. Huff Asset Management Stuart, Florida	$6.83M	$0	5	5.47%	Maintained
602	ELC Edgar Lomax Company Kingstowne, Virginia	$6.81M	-$100K	1	0.46%	Reduced
603	CB Community Bank Dewitt, New York	$6.8M	+$46.7K	6	1.61%	Increased
604	Sumitomo Life Insurance Tokyo, Japan	$6.79M	-$889K	5	0.83%	Reduced
605	SGAM Steinberg Global Asset Management Boca Raton, Florida	$6.79M	+$1.87M	2	1.29%	Increased
606	BCM Buckhead Capital Management Atlanta, Georgia	$6.77M	+$1.01M	1	1.24%	Increased
607	VFA Virtus Fund Advisers Hartford, Connecticut	$6.76M	+$332K	4	0.05%	Increased
608	Mirae Asset Global Investments Seoul, South Korea	$6.75M	+$291K	5	0.22%	Increased
609	Laurion Capital Management New York	$6.72M	+$6.71M	2	0.06%	Increased
610	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.69M	+$7.04M	4	0.54%	New
611	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$6.68M	+$50.9K	1	0.57%	Increased
612	DC Deere & Company Moline, Illinois	$6.67M	-$4.07M	4	0.36%	Reduced
613	HGI Hansberger Growth Investors Madison, Wisconsin	$6.66M	-$4.26M	1	4.54%	Reduced
614	KAS Kemnay Advisory Services New York	$6.64M	+$6.89M	1	4.96%	New
615	Conning Inc Hartford, Connecticut	$6.63M	-$258K	6	0.27%	Reduced
616	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$6.59M	-$89.5K	2	2.58%	Reduced
617	MAA Mraz Amerine & Associates Modesto, California	$6.58M	+$23.3K	4	2.47%	Increased
618	SIC Schwartz Investment Counsel Plymouth, Michigan	$6.57M	-$289K	1	0.45%	Reduced
619	CI Global Investments Oakland, California	$6.55M	+$6.8M	1	0.13%	New
620	DM Delphi Management Brookline, Massachusetts	$6.52M	-$3.47K	1	0.88%	Reduced
621	ANI American National Insurance Galveston, Texas	$6.51M	$0	4	0.39%	Maintained
622	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$6.45M	-$134K	2	1.54%	Reduced
623	Trexquant Investment Stamford, Connecticut	$6.42M	-$415K	5	0.72%	Reduced
624	MUFG Americas New York	$6.4M	-$456K	7	0.22%	Reduced
625	Cetera Advisor Networks El Segundo, California	$6.38M	$0	5	0.41%	Maintained