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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	Great Lakes Advisors Chicago, Illinois	$75.8M	-$21.2M	2	1.78%	Reduced
227	British Columbia Investment Management Victoria, British Columbia, Canada	$75.7M	-$16.5M	8	0.67%	Reduced
228	London Company of Virginia Richmond, Virginia	$75M	-$2.13M	1	0.61%	Reduced
229	Crawford Investment Counsel Atlanta, Georgia	$73M	+$1.05M	3	2.32%	Increased
230	EP Elkfork Partners Portland, Oregon	$72.5M	+$5.54M	9	1.87%	Increased
231	Första AP-fonden Stockholm, Sweden	$72.1M	-$26.6M	7	2.71%	Reduced
232	CIBC World Markets New York	$71.7M	+$26.1M	8	0.62%	Increased
233	Royal London Asset Management United Kingdom	$71.5M	+$69.5M	7	0.72%	New
234	Assenagon Asset Management Senningerberg, Luxembourg	$71.1M	+$12.5M	8	0.82%	Increased
235	Anchor Capital Advisors Boston, Massachusetts	$70.7M	-$5.56M	4	2.59%	Reduced
236	Gulf International Bank (UK) London, United Kingdom	$70M	+$1.76M	10	0.88%	Increased
237	ALPS Advisors Denver, Colorado	$69.2M	+$952K	4	0.45%	Increased
238	KCM Knighthead Capital Management New York	$69.2M	+$16.3M	1	11.48%	Increased
239	Treasurer of the State of North Carolina Raleigh, North Carolina	$69M	+$37.9M	10	0.71%	Increased
240	Horizon Kinetics New York	$68.7M	-$1.45M	2	1.76%	Reduced
241	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$68.6M	-$8.19M	1	2.99%	Reduced
242	Loomis, Sayles & Company Boston, Massachusetts	$68.1M	-$4.14M	5	0.14%	Reduced
243	Sessa Capital New York	$68.1M	-$8.2M	1	6.93%	Reduced
244	GHCM Glen Harbor Capital Management San Diego, California	$68.1M	+$7.36M	10	1.46%	Increased
245	MSL Mackay Shields LLC New York	$68M	-$826K	8	0.47%	Reduced
246	Los Angeles Capital Management Los Angeles, California	$67.9M	+$31.9M	5	0.38%	Increased
247	AIG American International Group New York	$67.3M	-$3.72M	12	0.23%	Reduced
248	BB&T Securities Richmond, Virginia	$67.3M	+$4.87M	10	0.72%	Increased
249	Lingotto Investment Management London, United Kingdom	$67.1M	+$15.6M	1	20.37%	Increased
250	QS Investors New York	$66.1M	+$19.3M	11	0.65%	Increased