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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	Select Equity Group New York	$235M	+$20.6M	1	2.45%	Increased
102	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$234M	+$31.7M	2	1.67%	Increased
103	Janus Henderson Investors US Denver, Colorado	$233M	-$19.1M	9	0.22%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$232M	-$6.35M	10	0.7%	Reduced
105	Adage Capital Partners Boston, Massachusetts	$231M	+$122M	5	0.61%	Increased
106	Beck Mack & Oliver New York	$230M	+$356K	5	5.62%	Increased
107	Perkins Investment Management Chicago, Illinois	$229M	+$85M	2	1.59%	Increased
108	RhumbLine Advisers Boston, Massachusetts	$227M	-$9.66M	12	0.67%	Reduced
109	Boston Partners Boston, Massachusetts	$220M	-$38.5M	4	0.45%	Reduced
110	SC Stralem & Co New York	$219M	-$13.3M	2	6.55%	Reduced
111	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$217M	+$35.5M	9	1.49%	Increased
112	LM Luminus Management Houston, Texas	$217M	+$113M	7	12.57%	Increased
113	Horizon Kinetics New York	$216M	-$23.3M	2	2.73%	Reduced
114	MTB Mizuho Trust & Banking Tokyo, Japan	$216M	-$25.7M	9	0.82%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$213M	-$3.97M	11	0.82%	Reduced
116	UBS Zurich, Switzerland	$210M	-$17.1M	22	0.2%	Reduced
117	TAM Third Avenue Management New York	$205M	-$9.14M	1	3.76%	Reduced
118	CIBC Asset Management Toronto, Ontario, Canada	$205M	+$38.2M	13	1.26%	Increased
119	First Trust Advisors Wheaton, Illinois	$203M	-$83.3M	9	0.98%	Reduced
120	Teachers Advisors New York	$200M	-$26.2M	11	0.45%	Reduced
121	Gabelli Funds Rye, New York	$194M	-$4.43M	12	1.03%	Reduced
122	Energy Income Partners Westport, Connecticut	$191M	-$25.2M	2	4.74%	Reduced
123	Glenview Capital Management New York	$189M	$0	1	1.35%	Maintained
124	Fiera Capital (Canada) Montreal, Quebec, Canada	$189M	-$5.93M	7	1.56%	Reduced
125	AGF Investments Inc Toronto, Ontario, Canada	$184M	-$9.09M	4	1.88%	Reduced