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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	Letko, Brosseau & Associates Montreal, Quebec, Canada	$72.8M	-$15.2M	2	0.68%	Reduced
227	Appaloosa LP Short Hills, New Jersey	$72.5M	+$4.46M	1	0.75%	Increased
228	MBA Maple-Brown Abbott Barangaroo, Australia	$72.4M	+$21M	1	6.13%	Increased
229	AIG American International Group New York	$71.7M	-$1.79M	12	0.25%	Reduced
230	Commonwealth Equity Services Waltham, Massachusetts	$71.3M	+$170K	12	0.39%	Increased
231	Eaton Vance Management Boston, Massachusetts	$71.3M	+$42.5M	8	0.18%	Increased
232	NSCM New South Capital Management Memphis, Tennessee	$71.1M	-$2.09M	1	1.78%	Reduced
233	Intact Investment Management Montreal, Quebec, Canada	$70.9M	-$5.04M	7	2.74%	Reduced
234	Loomis, Sayles & Company Boston, Massachusetts	$70.2M	-$9.48M	4	0.15%	Reduced
235	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$70.1M	-$36M	3	0.65%	Reduced
236	Crawford Investment Counsel Atlanta, Georgia	$69.6M	+$15.6M	3	2.2%	Increased
237	Natixis Paris, France	$68.6M	+$47M	8	0.42%	Increased
238	MSL Mackay Shields LLC New York	$68.3M	+$67.9M	9	0.43%	New
239	Horizon Kinetics New York	$67.5M	-$5.99M	2	1.97%	Reduced
240	Acadian Asset Management Boston, Massachusetts	$67.5M	+$17.5M	9	0.29%	Increased
241	Magellan Asset Management Sydney, Australia	$67.3M	+$27.6M	4	0.25%	Increased
242	Advisors Asset Management Monument, Colorado	$67.2M	-$398K	10	1.13%	Reduced
243	HP Holowesko Partners Nassau, Bahamas	$66.8M	-$63.3M	1	4.6%	Reduced
244	Gulf International Bank (UK) London, United Kingdom	$66.4M	-$84.3K	10	0.86%	Reduced
245	Westwood Holdings Group Dallas, Texas	$66.2M	-$6.33M	2	0.54%	Reduced
246	KCM Kingstown Capital Management New York	$65.9M	+$21.2M	1	9.78%	Increased
247	ALPS Advisors Denver, Colorado	$65.9M	+$8.86M	4	0.52%	Increased
248	EP Elkfork Partners Portland, Oregon	$65.3M	+$6.01M	9	1.76%	Increased
249	Donald Smith & Co New York	$64.4M	-$8.06M	1	1.72%	Reduced
250	Rothschild & Co Asset Management US Stamford, Connecticut	$64.3M	+$2.46M	1	0.72%	Increased