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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	EdgePoint Investment Group Toronto, Ontario, Canada	$89.8M	-$152K	1	0.82%	Reduced
227	MSL Mackay Shields LLC New York	$89.7M	+$1.77M	9	0.62%	Increased
228	Lingotto Investment Management London, United Kingdom	$89M	+$3.94M	1	12.69%	Increased
229	Personal Capital Advisors Redwood City, California	$87.8M	+$3.69M	4	0.74%	Increased
230	Addenda Capital Montreal, Quebec, Canada	$87.8M	+$7.79M	1	5.8%	Increased
231	ECP Electron Capital Partners New York	$87.6M	+$6.59M	1	10.46%	Increased
232	Clark Capital Management Group Philadelphia, Pennsylvania	$87.5M	+$1.02M	2	1.83%	Increased
233	SEI Investments Oaks, Pennsylvania	$87.5M	-$786K	13	0.26%	Reduced
234	NSCM New South Capital Management Memphis, Tennessee	$87M	-$989K	1	2.44%	Reduced
235	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$86.9M	-$350K	3	4.93%	Reduced
236	Frontier Capital Management Boston, Massachusetts	$86.2M	-$889K	1	0.64%	Reduced
237	Royal London Asset Management United Kingdom	$86.1M	+$3.48M	8	0.6%	Increased
238	ALPS Advisors Denver, Colorado	$85.4M	-$37.3M	5	0.67%	Reduced
239	Sculptor Capital New York	$85.3M	-$45.7M	2	0.89%	Reduced
240	Treasurer of the State of North Carolina Raleigh, North Carolina	$85.3M	+$46.3K	10	0.71%	Increased
241	Comerica Bank Dallas, Texas	$84.8M	-$2.45M	14	0.64%	Reduced
242	CP Centerbridge Partners New York	$84.1M	-$9.33M	1	13.62%	Reduced
243	Horizon Kinetics Asset Management New York	$84M	-$3.92M	2	2.38%	Reduced
244	AMF Tjänstepension Stockholm, Sweden	$83M	-$19.3M	2	0.79%	Reduced
245	AIG American International Group New York	$82.5M	-$805K	12	0.32%	Reduced
246	Level Four Advisory Services Dallas, Texas	$81.6M	+$88.1K	3	3.23%	Increased
247	Magellan Asset Management Sydney, Australia	$80.7M	-$358K	4	0.21%	Reduced
248	Ceredex Value Advisors Orlando, Florida	$79.6M	-$28.1M	1	0.92%	Reduced
249	PointState Capital New York	$78.8M	+$28.1M	1	1.43%	Increased
250	MCI McDonald Capital Investors Orinda, California	$77.4M	-$4.44M	1	6.59%	Reduced