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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
676	BCM Brookmont Capital Management Dallas, Texas	$5.05M	-$96.6K	1	1.29%	Reduced
677	Ariel Investments Chicago, Illinois	$4.98M	+$1.91M	1	0.06%	Increased
678	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.98M	$0	1	2.12%	Maintained
679	BCM Buckhead Capital Management Atlanta, Georgia	$4.98M	-$899K	1	0.86%	Reduced
680	GMIM General Motors Investment Management New York	$4.96M	+$566K	5	0.41%	Increased
681	Nippon Life Insurance Tokyo, Japan	$4.94M	+$1.24M	3	0.13%	Increased
682	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$4.9M	-$4.32K	7	0.85%	Reduced
683	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.9M	+$20.6K	2	0.73%	Increased
684	TC Travelers Companies Saint Paul, Minnesota	$4.89M	$0	1	1.11%	Maintained
685	ACM Ativo Capital Management Chicago, Illinois	$4.87M	+$3.92M	1	1.92%	Increased
686	TCCM Timber Creek Capital Management Boston, Massachusetts	$4.85M	-$47.1K	1	4.06%	Reduced
687	CO Caldwell & Orkin Norcross, Georgia	$4.84M	+$2.34M	1	3.5%	Increased
688	CCT Chemung Canal Trust Elmira, New York	$4.81M	+$139K	2	0.99%	Increased
689	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.75M	+$1.33M	2	1.12%	Increased
690	LAM Lingohr Asset Management Duesseldorf, Germany	$4.73M	+$5.21M	1	0.69%	New
691	MAA Mraz Amerine & Associates Modesto, California	$4.72M	+$1.46M	5	1.82%	Increased
692	Fiduciary Trust Boston, Massachusetts	$4.71M	-$179K	3	0.21%	Reduced
693	Osborne Partners Capital Management San Francisco, California	$4.64M	-$54.9K	3	0.6%	Reduced
694	TSS Thomas Story & Son Culver, Indiana	$4.64M	-$6.05K	3	2.9%	Reduced
695	RIL Rothschild Investment LLC Chicago, Illinois	$4.63M	+$949K	3	0.56%	Increased
696	SCM SKBA Capital Management San Francisco, California	$4.62M	+$2.16M	2	0.38%	Increased
697	BFIM Beese Fulmer Investment Management Canton, Ohio	$4.57M	-$29.5K	2	1.48%	Reduced
698	Dixon Hubard Feinour & Brown Roanoke, Virginia	$4.54M	+$677	2	1.49%	Increased
699	Twin Tree Management Dallas, Texas	$4.51M	+$3.54M	4	0.12%	Increased
700	Eagle Global Advisors Houston, Texas	$4.5M	+$12K	1	0.11%	Increased