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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
251	MCI McDonald Capital Investors Orinda, California	$70.8M	-$2.92M	1	5.88%	Reduced
252	Baird Financial Group Milwaukee, Wisconsin	$70.6M	+$5.13M	9	0.41%	Increased
253	Arizona State Retirement System Phoenix, Arizona	$70.5M	-$6.09M	7	0.84%	Reduced
254	NSCM New South Capital Management Memphis, Tennessee	$70.4M	+$1.59M	1	2.04%	Increased
255	Lingotto Investment Management London, United Kingdom	$70.4M	$0	1	16.72%	Maintained
256	MBA Maple-Brown Abbott Barangaroo, Australia	$70.1M	+$2.7M	1	5.86%	Increased
257	Horizon Kinetics Asset Management New York	$70M	+$65.5M	1	1.95%	New
258	Personal Capital Advisors Redwood City, California	$69.3M	+$3.79M	4	0.78%	Increased
259	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$69.3M	+$10.1M	1	5.68%	Increased
260	ISSM Invesco Senior Secured Management New York	$68.2M	-$3.03M	1	44.5%	Reduced
261	Martingale Asset Management Boston, Massachusetts	$68.1M	+$13.3M	6	0.74%	Increased
262	OCAM Owl Creek Asset Management New York	$68M	+$21M	2	2.52%	Increased
263	USS Investment Management London, United Kingdom	$66.8M	+$63.6M	2	0.75%	New
264	State of Alaska Department of Revenue Juneau, Alaska	$66.8M	+$3.83M	9	1.18%	Increased
265	EdgePoint Investment Group Toronto, Ontario, Canada	$65.5M	+$8M	1	0.72%	Increased
266	Suntrust Banks Atlanta, Georgia	$64.9M	+$3.26M	7	0.34%	Increased
267	QS Investors New York	$64.9M	-$4.95M	9	0.71%	Reduced
268	VanEck Associates New York	$64.7M	+$3.01M	11	0.32%	Increased
269	Addenda Capital Montreal, Quebec, Canada	$64.4M	+$115K	1	4.67%	Increased
270	Anchor Capital Advisors Boston, Massachusetts	$64.4M	+$1.19M	3	1.36%	Increased
271	Comerica Bank Dallas, Texas	$64.1M	-$3.95M	14	0.52%	Reduced
272	River Road Asset Management Louisville, Kentucky	$63.9M	+$32.2M	2	1.43%	Increased
273	KeyBank National Association Cleveland, Ohio	$63.8M	+$2.64M	9	0.38%	Increased
274	Första AP-fonden Stockholm, Sweden	$63.8M	-$959K	5	2.81%	Reduced
275	MP MSD Partners New York	$63.1M	+$53M	2	7.82%	Increased