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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	SCA Southpoint Capital Advisors New York	$93M	+$80.7M	1	1.81%	New
252	Westfield Capital Management Boston, Massachusetts	$93M	+$27.6M	1	0.6%	Increased
253	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$92M	+$5.36M	2	3.36%	Increased
254	Pendal Group Sydney, Australia	$90M	+$25.1M	5	0.74%	Increased
255	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$89.5M	-$76.6K	3	3.9%	Reduced
256	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$88.6M	+$13.7M	2	8.58%	Increased
257	MN Services Vermogensbeheer The Hague, Netherlands	$87.7M	+$7.13M	3	0.58%	Increased
258	Hennessy Advisors Inc Novato, California	$87.6M	-$5.05M	4	4.59%	Reduced
259	Teacher Retirement System of Texas Austin, Texas	$86.8M	+$9.28M	12	0.44%	Increased
260	AIG American International Group New York	$86.7M	+$3.52M	15	0.47%	Increased
261	CC Cannell & Co New York	$86.4M	+$14.3M	2	2.59%	Increased
262	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$86.2M	-$2.6M	1	2.18%	Reduced
263	DZ Bank Frankfurt Am Main, Germany	$85.6M	-$93.5M	4	0.12%	Reduced
264	Nomura Asset Management Tokyo, Japan	$85.4M	+$30.8M	12	0.46%	Increased
265	Jacobs Levy Equity Management Florham Park, New Jersey	$85.2M	-$70.2M	4	0.57%	Reduced
266	Donald Smith & Co New York	$84.7M	+$44.8M	3	3.08%	Increased
267	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$84.3M	-$1.64M	1	10.6%	Reduced
268	ProShare Advisors Bethesda, Maryland	$84.3M	+$27.9M	12	0.18%	Increased
269	Tortoise Capital Advisors Overland Park, Kansas	$84.2M	+$37.5M	4	1.12%	Increased
270	Eagle Asset Management St Petersburg, Florida	$83.7M	+$79.1M	1	0.43%	New
271	JP Morgan Private Wealth Advisors San Francisco, California	$83.4M	+$43.3M	15	0.18%	Increased
272	Zurich Cantonal Bank Zurich, Switzerland	$82.8M	+$8.1M	17	0.41%	Increased
273	USS Investment Management London, United Kingdom	$81.3M	+$743K	10	0.67%	Increased
274	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$79.4M	-$28.8M	12	0.48%	Reduced
275	L1 Capital Melbourne VIC 3000, Australia	$78.9M	+$10.6M	1	9.55%	Increased