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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
401	Jupiter Investment Management London, United Kingdom	$29.3M	-$22.8M	3	0.38%	Reduced
402	BFS Baskin Financial Services Toronto, Ontario, Canada	$29.2M	+$707K	1	4.79%	Increased
403	Andra AP-fonden Goteborg, Sweden	$29.1M	-$3.32M	6	0.86%	Reduced
404	Capital Investment Advisors Atlanta, Georgia	$29.1M	-$1.17M	5	1.52%	Reduced
405	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$29M	+$930K	3	1.43%	Increased
406	MCM Moerus Capital Management New York	$29M	-$1.51M	2	9.88%	Reduced
407	AGA Altrinsic Global Advisors Stamford, Connecticut	$28.9M	+$3.37M	1	1.25%	Increased
408	SC Sasco Capital Fairfield, Connecticut	$28.8M	-$4.85M	1	3.14%	Reduced
409	Oppenheimer & Co New York	$28.7M	+$1.14M	4	0.78%	Increased
410	Foresters Investment Management New York	$28.6M	-$14.8M	3	0.57%	Reduced
411	PineBridge Investments New York	$28.4M	+$3.5M	6	0.46%	Increased
412	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$28.4M	+$232K	5	0.51%	Increased
413	AssetMark Inc Concord, California	$28.2M	-$138K	9	0.24%	Reduced
414	MP MFN Partners Boston, Massachusetts	$28M	$0	1	4.19%	Maintained
415	Nomura Holdings Tokyo, Japan	$28M	-$27.6M	6	0.1%	Reduced
416	Thompson Siegel & Walmsley Richmond, Virginia	$27.7M	-$540K	5	0.44%	Reduced
417	SFG Sather Financial Group Victoria, Texas	$27.6M	+$1.23M	1	5.02%	Increased
418	Pacer Advisors Malvern, Pennsylvania	$27.6M	+$5.11M	8	0.62%	Increased
419	SEC Seven Eight Capital New York	$27.4M	+$13.8M	6	1.44%	Increased
420	AAM Ardevora Asset Management London, United Kingdom	$27M	+$25.9M	1	0.75%	New
421	Truist Financial Charlotte, North Carolina	$27M	+$426K	5	0.46%	Increased
422	S Seeyond Paris, France	$27M	+$731K	7	2.81%	Increased
423	BNP Paribas Asset Management Paris, France	$26.8M	+$7.39M	6	0.21%	Increased
424	Mawer Investment Management Calgary, Alberta, Canada	$26.6M	-$468M	1	0.24%	Reduced
425	BCM Barometer Capital Management Toronto, Ontario, Canada	$26.4M	+$19.1M	1	2.85%	New