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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	MC Muhlenkamp & Co Wexford, Pennsylvania	$5.77M	+$4.98M	1	1.82%	New
677	SAM Sompo Asset Management Tokyo, Japan	$5.77M	+$5.76M	1	0.75%	New
678	EA Ecofin Advisors London, United Kingdom	$5.68M	-$401K	2	1.56%	Reduced
679	Wedbush Securities Los Angeles, California	$5.66M	-$34.8K	5	0.83%	Reduced
680	O'Shaughnessy Asset Management Stamford, Connecticut	$5.65M	-$1.27M	5	0.13%	Reduced
681	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$5.63M	+$268K	3	0.68%	Increased
682	PS Pensionfund Sabic Sittard, Netherlands	$5.61M	$0	3	1.67%	Maintained
683	BCM BTC Capital Management Des Moines, Iowa	$5.61M	+$91.5K	2	1.11%	Increased
684	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$5.58M	+$1.74M	8	1.03%	Increased
685	AI ArchPoint Investors Coral Gables, Florida	$5.58M	+$106K	2	3.28%	Increased
686	Jane Street New York	$5.58M	-$8.44M	7	0.02%	Reduced
687	LIC Lodestar Investment Counsel Chicago, Illinois	$5.57M	-$147K	1	0.75%	Reduced
688	VAM Visionary Asset Management Houston, Texas	$5.56M	+$333K	2	1.81%	Increased
689	NA Neuburgh Advisers Los Angeles, California	$5.56M	+$5.4M	4	0.25%	New
690	TC Travelers Companies Saint Paul, Minnesota	$5.51M	$0	1	1.71%	Maintained
691	CCT Chemung Canal Trust Elmira, New York	$5.46M	-$343K	2	1.28%	Reduced
692	RWM Rench Wealth Management Denton, Texas	$5.45M	+$165K	3	4.32%	Increased
693	ST Sentinel Trust Houston, Texas	$5.39M	+$543K	1	0.79%	Increased
694	BCM Birmingham Capital Management Birmingham, Alabama	$5.39M	+$15.3K	2	2.27%	Increased
695	Shelton Capital Management Denver, Colorado	$5.37M	+$388K	6	0.41%	Increased
696	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$5.32M	+$114K	2	0.48%	Increased
697	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.29M	-$9.64M	6	1.05%	Reduced
698	RCYC Richard C. Young & Co Newport, Rhode Island	$5.29M	-$310K	1	1.11%	Reduced
699	RC RBO & Co Saint Helena, California	$5.26M	+$103K	1	1.56%	Increased
700	BFIM Beese Fulmer Investment Management Canton, Ohio	$5.25M	-$56.3K	2	1.36%	Reduced