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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
126	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$174M	-$963K	2	1.31%	Reduced
127	ARC Absolute Return Capital Boston, Massachusetts	$173M	-$3.39M	6	2.41%	Reduced
128	SCM Shapiro Capital Management Atlanta, Georgia	$171M	-$18.3M	1	4.83%	Reduced
129	ING Group Amsterdam, Netherlands	$170M	-$1.13M	5	0.85%	Reduced
130	British Columbia Investment Management Victoria, British Columbia, Canada	$168M	-$22M	8	1.41%	Reduced
131	HSBC Holdings London, United Kingdom	$162M	-$46.4M	10	0.44%	Reduced
132	CIBC Asset Management Toronto, Ontario, Canada	$162M	+$24.7M	10	1.03%	Increased
133	Macquarie Group Sydney, NSW 2000, Australia	$153M	-$13.8M	11	0.3%	Reduced
134	Cohen & Steers New York	$142M	+$30.2M	2	0.46%	Increased
135	LCS Levin Capital Strategies New York	$142M	-$45.2M	5	2.42%	Reduced
136	SCCM Schafer Cullen Capital Management New York	$142M	-$2.67M	6	1.56%	Reduced
137	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$141M	+$18.2M	4	5.86%	Increased
138	Winton Capital Management London, United Kingdom	$139M	-$15M	7	1.67%	Reduced
139	Perkins Investment Management Chicago, Illinois	$138M	-$48.6M	2	0.95%	Reduced
140	Analytic Investors Los Angeles, California	$137M	+$29.3M	7	2.21%	Increased
141	Davenport & Co Richmond, Virginia	$135M	+$10.1M	5	2.78%	Increased
142	GC Greenlight Capital New York	$135M	$0	1	2.23%	Maintained
143	PGGM Investments Zeist, Netherlands	$133M	+$32.1M	6	0.78%	Increased
144	BNP Paribas Financial Markets Paris, France	$130M	+$70.6M	11	0.09%	Increased
145	STRS Ohio Columbus, Ohio	$130M	+$13.8M	6	0.57%	Increased
146	AQR Capital Management Greenwich, Connecticut	$128M	-$3.05M	9	0.45%	Reduced
147	CC Carlson Capital Dallas, Texas	$127M	+$19.9M	2	1.71%	Increased
148	Anchor Capital Advisors Boston, Massachusetts	$127M	-$18.3M	6	2.73%	Reduced
149	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$124M	-$3.51M	9	0.92%	Reduced
150	I.G. Investment Management Winnipeg, Manitoba, Canada	$120M	-$480K	4	0.45%	Reduced