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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	BFG Beacon Financial Group Dallas, Texas	$12.9M	-$2.34M	2	2.2%	Reduced
602	Bragg Financial Advisors Charlotte, North Carolina	$12.9M	+$149K	2	1.56%	Increased
603	ArrowMark Colorado Holdings Denver, Colorado	$12.9M	+$2.98M	2	0.13%	Increased
604	TCM Twin Capital Management Mcmurray, Pennsylvania	$12.8M	+$2.63M	5	0.93%	Increased
605	SIM Sadoff Investment Management Milwaukee, Wisconsin	$12.8M	+$104K	2	1.07%	Increased
606	CCA Cobblestone Capital Advisors Rochester, New York	$12.8M	+$112K	3	1.27%	Increased
607	MPM Mountaineer Partners Management New York	$12.8M	-$7.81M	1	12.84%	Reduced
608	M MOTCO San Antonio, Texas	$12.7M	+$697K	4	1.14%	Increased
609	Discovery Capital Management South Norwalk, Connecticut	$12.7M	-$734K	1	2.12%	Reduced
610	SFM Systematic Financial Management Teaneck, New Jersey	$12.7M	-$4.87M	1	0.57%	Reduced
611	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12.7M	-$1.62M	2	4.82%	Reduced
612	SW SVB Wealth Boston, Massachusetts	$12.6M	-$3.55K	5	0.25%	Reduced
613	UBV United Bank (Virginia) Vienna, Virginia	$12.6M	-$1.15M	2	2.3%	Reduced
614	Veritable Wilmington, Delaware	$12.6M	-$289K	9	0.25%	Reduced
615	BSP Benefit Street Partners New York	$12.5M	+$1.78M	1	3.11%	Increased
616	BlueCrest Capital Management St Helier, Jersey	$12.3M	+$11M	2	0.85%	Increased
617	JCI Jet Capital Investors New York	$12.3M	+$3.86M	1	2.59%	Increased
618	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$12.1M	-$388K	2	2.56%	Reduced
619	BCC Bain Capital Credit Boston, Massachusetts	$12M	$0	1	6.04%	Maintained
620	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$12M	-$45.4K	1	5.62%	Reduced
621	HBK Investments Dallas, Texas	$11.9M	-$12.7M	1	0.15%	Reduced
622	Geneos Wealth Management Englewood, Colorado	$11.9M	+$138K	13	0.71%	Increased
623	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$11.9M	-$20M	1	0.34%	Reduced
624	Ossiam Paris, France	$11.9M	+$2.44M	5	0.83%	Increased
625	VV Verity & Verity Beaufort, South Carolina	$11.8M	+$358K	1	2.5%	Increased