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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$183M	-$1.79M	9	1.11%	Reduced
127	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$179M	-$6.87M	10	1.11%	Reduced
128	Citigroup New York	$178M	-$43.3M	21	0.16%	Reduced
129	Cohen & Steers New York	$175M	+$30.6M	3	0.57%	Increased
130	BlackRock Japan Tokyo, Japan	$173M	-$4.26M	7	0.77%	Reduced
131	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$170M	-$30.1M	1	2.78%	Reduced
132	SCM Shapiro Capital Management Atlanta, Georgia	$169M	-$4.55M	1	4.41%	Reduced
133	HSBC Holdings London, United Kingdom	$167M	+$2.72M	10	0.44%	Increased
134	British Columbia Investment Management Victoria, British Columbia, Canada	$162M	-$8.01M	8	1.28%	Reduced
135	ING Group Amsterdam, Netherlands	$161M	-$3.73M	5	0.81%	Reduced
136	AQR Capital Management Greenwich, Connecticut	$158M	+$30.4M	11	0.47%	Increased
137	SG Americas Securities New York	$156M	+$57.1M	12	0.65%	Increased
138	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$155M	+$8.81M	4	5.98%	Increased
139	ARC Absolute Return Capital Boston, Massachusetts	$155M	-$18.7M	6	1.7%	Reduced
140	Starboard Value New York	$154M	+$91M	2	7.64%	Increased
141	GAMCO Investors Greenwich, Connecticut	$151M	-$3.51M	3	0.81%	Reduced
142	Davenport & Co Richmond, Virginia	$144M	+$4.38M	5	2.69%	Increased
143	SCCM Schafer Cullen Capital Management New York	$143M	-$3.11M	6	1.42%	Reduced
144	Macquarie Group Sydney, NSW 2000, Australia	$141M	-$11M	7	0.25%	Reduced
145	STRS Ohio Columbus, Ohio	$139M	+$9.64M	6	0.62%	Increased
146	GC Greenlight Capital New York	$137M	$0	1	1.87%	Maintained
147	LCS Levin Capital Strategies New York	$136M	-$3.48M	4	2.19%	Reduced
148	I.G. Investment Management Winnipeg, Manitoba, Canada	$127M	-$598K	5	0.46%	Reduced
149	PGGM Investments Zeist, Netherlands	$125M	-$8.12M	6	0.69%	Reduced
150	Markel Group Glen Allen, Virginia	$125M	+$2.02M	1	3.95%	Increased