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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
101	SC Stralem & Co New York	$225M	+$233M	2	6.8%	New
102	Epoch Investment Partners New York	$219M	+$225M	3	1.09%	New
103	Capital International Investors Los Angeles, California	$218M	+$221M	3	0.99%	New
104	State of Wisconsin Investment Board Madison, Wisconsin	$216M	+$221M	11	0.9%	New
105	AGF Investments Inc Toronto, Ontario, Canada	$210M	+$210M	3	2.42%	New
106	HSBC Holdings London, United Kingdom	$208M	+$215M	10	0.63%	New
107	Energy Income Partners Westport, Connecticut	$207M	+$215M	2	5.28%	New
108	LCS Levin Capital Strategies New York	$204M	+$205M	4	3.67%	New
109	Neuberger Berman Group New York	$203M	+$208M	12	0.24%	New
110	TAM Third Avenue Management New York	$201M	+$204M	1	3.95%	New
111	Lazard Asset Management New York	$201M	+$200M	8	0.48%	New
112	Millennium Management New York	$200M	+$204M	10	0.61%	New
113	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$199M	+$196M	1	1.5%	New
114	EA Euclid Advisors Hartford, Connecticut	$193M	+$199M	7	2.44%	New
115	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$190M	+$194M	1	2.84%	New
116	Barclays London, United Kingdom	$190M	+$195M	17	0.24%	New
117	Fiera Capital (Canada) Montreal, Quebec, Canada	$189M	+$191M	3	2.03%	New
118	UBS Zurich, Switzerland	$188M	+$193M	22	0.22%	New
119	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$184M	+$189M	9	1.39%	New
120	Beck Mack & Oliver New York	$184M	+$188M	5	5.02%	New
121	British Columbia Investment Management Victoria, British Columbia, Canada	$183M	+$192M	8	1.51%	New
122	Select Equity Group New York	$182M	+$185M	1	2.57%	New
123	BlackRock Japan Tokyo, Japan	$179M	+$184M	7	0.82%	New
124	Thornburg Investment Management Santa Fe, New Mexico	$178M	+$178M	2	0.81%	New
125	Macquarie Group Sydney, NSW 2000, Australia	$177M	+$183M	12	0.39%	New