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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
226	Macquarie Group Sydney, NSW 2000, Australia	$58.3M	-$31.4M	7	0.13%	Reduced
227	Fenimore Asset Management Cobleskill, New York	$58.2M	-$154K	1	3.23%	Reduced
228	Hamlin Capital Management New York	$58.1M	+$3.63M	1	3.49%	Increased
229	KGI Kopernik Global Investors Tampa, Florida	$57.8M	+$28.2M	1	15.83%	Increased
230	PEAK6 Group Chicago, Illinois	$57.1M	+$1.24M	5	0.44%	Increased
231	Panagora Asset Management Boston, Massachusetts	$56.8M	+$6.71M	9	0.27%	Increased
232	Pinnacle Associates New York	$56.7M	-$2.52M	4	1.15%	Reduced
233	Public Employees Retirement Association of Colorado Denver, Colorado	$56.5M	-$583K	9	0.48%	Reduced
234	VAM Visium Asset Management New York	$55.8M	+$13.2M	8	0.82%	Increased
235	KCM Kingstown Capital Management New York	$55.4M	+$15.1M	1	8.09%	Increased
236	Donald Smith & Co New York	$54.6M	+$1.02M	1	1.13%	Increased
237	Reinhart Partners Mequon, Wisconsin	$54.4M	+$1.4M	3	3.95%	Increased
238	Prudential plc London, England, United Kingdom	$54M	-$660K	3	0.22%	Reduced
239	CEP Chicago Equity Partners Chicago, Illinois	$53.7M	-$1.86M	3	1.41%	Reduced
240	LCS Levin Capital Strategies New York	$53.6M	-$14.1M	6	0.82%	Reduced
241	Gulf International Bank (UK) London, United Kingdom	$53.4M	+$512K	9	0.99%	Increased
242	SM Seminole Management New York	$53.2M	+$7.09M	1	2.22%	Increased
243	TSU TD Securities (USA) New York	$52.4M	+$204K	7	0.85%	Increased
244	Peconic Partners New York	$52.1M	-$735K	1	7.17%	Reduced
245	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$51.2M	+$51.7M	6	0.81%	New
246	Virginia Retirement Systems Richmond, Virginia	$50.8M	-$21.4M	9	0.84%	Reduced
247	Point72 Asset Management Stamford, Connecticut	$50.4M	+$1.57M	2	0.38%	Increased
248	BNP Paribas Asset Management Paris, France	$49.9M	-$15.2M	10	0.4%	Reduced
249	Thompson Siegel & Walmsley Richmond, Virginia	$49.6M	+$29.5M	4	0.99%	Increased
250	Westwood Holdings Group Dallas, Texas	$49.6M	+$5.1M	1	0.39%	Increased