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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	Private Management Group Irvine, California	$6.54M	-$126K	1	0.42%	Reduced
602	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$6.52M	-$425K	2	2.84%	Reduced
603	DC Deere & Company Moline, Illinois	$6.46M	-$520K	5	0.41%	Reduced
604	DR Davis Rea Toronto, Ontario, Canada	$6.45M	-$17.5K	1	3.94%	Reduced
605	HAM Highstreet Asset Management London, Ontario, Canada	$6.45M	+$79.3K	2	2.12%	Increased
606	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.32M	+$313K	8	0.49%	Increased
607	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.32M	-$675K	4	0.62%	Reduced
608	WM WS Management Jacksonville, Florida	$6.29M	+$6.64M	1	0.25%	New
609	Cetera Advisor Networks El Segundo, California	$6.27M	-$127K	5	0.43%	Reduced
610	abrdn Investment Management Edinburgh, United Kingdom	$6.27M	-$1.06M	1	0.03%	Reduced
611	Fulton Bank Lancaster, Pennsylvania	$6.26M	+$245K	4	0.71%	Increased
612	South Dakota Investment Council Sioux Falls, South Dakota	$6.18M	+$1.27M	6	0.14%	Increased
613	Washington Trust Westerly, Rhode Island	$6.17M	+$922K	2	0.45%	Increased
614	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.12M	$0	4	0.84%	Maintained
615	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.12M	-$14.2K	2	1.96%	Reduced
616	CIC Cutler Investment Counsel Jacksonville, Oregon	$6.08M	+$6.07M	1	2.17%	New
617	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$6.08M	+$214K	1	2.66%	Increased
618	TAM TPH Asset Management Houston, Texas	$6.07M	+$2.08M	1	0.84%	Increased
619	Moore Capital Management New York	$6.05M	+$706K	1	0.28%	Increased
620	Johnson Investment Counsel Cincinnati, Ohio	$6M	+$292K	4	0.22%	Increased
621	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$5.97M	-$103K	1	1.78%	Reduced
622	KAS Kemnay Advisory Services New York	$5.97M	$0	1	4.51%	Maintained
623	CC Cornerstone Capital Palo Alto, California	$5.96M	+$341K	1	1.48%	Increased
624	Capital Fund Management (CFM) Paris, France	$5.92M	-$12.9M	2	0.07%	Reduced
625	GIA GHP Investment Advisors Denver, Colorado	$5.9M	+$74.5K	4	1.52%	Increased