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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
Baird Financial Group
Baird Financial Group
Wisconsin
$79.3M +$17.9M 9 0.5% Increased
227
Intact Investment Management
Intact Investment Management
Quebec, Canada
$78.7M -$1.36M 7 2.8% Reduced
228
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$77.2M -$13.2M 5 0.98% Reduced
229
London Company of Virginia
London Company of Virginia
Virginia
$76.1M -$1.23M 1 0.59% Reduced
230
Alkeon Capital Management
Alkeon Capital Management
New York
$75.9M -$742K 1 0.36% Reduced
231
KCM
Knighthead Capital Management
New York
$74.8M $0 1 2.68% Maintained
232
AIG
American International Group
New York
$74.3M +$4.94M 14 0.25% Increased
233
Horizon Kinetics
Horizon Kinetics
New York
$73.6M -$1.74M 2 1.79% Reduced
234
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$73M +$17.6M 5 0.28% Increased
235
Comerica Bank
Comerica Bank
Texas
$72.3M -$5.87M 14 0.58% Reduced
236
Natixis
Natixis
France
$72M +$67.4M 6 0.42% Increased
237
GAM
Goldentree Asset Management
New York
$71.9M +$25M 2 4.57% Increased
238
Nuveen
Nuveen
North Carolina
$71.7M +$24.9M 7 0.38% Increased
239
Check Capital Management
Check Capital Management
California
$70.9M +$261K 1 3.53% Increased
240
MCI
McDonald Capital Investors
California
$70.8M +$2.35M 1 5.87% Increased
241
QS Investors
QS Investors
New York
$69.5M +$2.49M 11 0.67% Increased
242
ECAU
Everett Capital Advisors (UK)
United Kingdom
$69.5M +$10.2M 2 10.12% Increased
243
NSCM
New South Capital Management
Tennessee
$69.5M -$973K 1 1.85% Reduced
244
EP
Elkfork Partners
Oregon
$69.3M -$2.49M 8 1.65% Reduced
245
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$69.1M -$1.97M 4 2.51% Reduced
246
KCM
Kingstown Capital Management
New York
$69M $0 1 9.15% Maintained
247
Glenmede Trust
Glenmede Trust
Pennsylvania
$69M +$13.9M 10 0.28% Increased
248
ISSM
Invesco Senior Secured Management
New York
$69M $0 1 31.23% Maintained
249
Natixis Advisors
Natixis Advisors
Massachusetts
$68.8M +$2.9M 11 0.61% Increased
250
Första AP-fonden
Första AP-fonden
Sweden
$68.5M -$3.63M 7 2.75% Reduced
8 9
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