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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	Analytic Investors Los Angeles, California	$190M	+$145M	7	3.08%	Increased
127	Lord, Abbett & Co Jersey City, New Jersey	$184M	-$34.1M	6	0.42%	Reduced
128	Starboard Value New York	$181M	+$56.2M	2	7.11%	Increased
129	State of New Jersey Common Pension Fund D Trenton, New Jersey	$178M	+$176M	9	0.71%	New
130	British Columbia Investment Management Victoria, British Columbia, Canada	$175M	-$4.82M	8	1.41%	Reduced
131	Perkins Investment Management Chicago, Illinois	$173M	-$46M	3	1.4%	Reduced
132	Davenport & Co Richmond, Virginia	$171M	-$1.59M	5	2.9%	Reduced
133	LM Luminus Management Houston, Texas	$170M	-$66.6M	5	6.51%	Reduced
134	Acadian Asset Management Boston, Massachusetts	$169M	+$147M	5	0.82%	Increased
135	BlackRock Japan Tokyo, Japan	$169M	-$20M	8	0.77%	Reduced
136	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$168M	-$17.5M	1	3.06%	Reduced
137	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$167M	-$10.1M	4	5.94%	Reduced
138	SA SQ Advisors Naples, Florida	$167M	+$8.35M	1	6.8%	Increased
139	I.G. Investment Management Winnipeg, Manitoba, Canada	$166M	+$7.23M	6	0.57%	Increased
140	Axa Paris, France	$164M	+$1.93M	10	0.68%	Increased
141	H Hexavest Montreal, Quebec, Canada	$162M	+$15.7M	9	2.43%	Increased
142	Susquehanna International Group Bala Cynwyd, Pennsylvania	$161M	+$37.9M	17	0.07%	Increased
143	STRS Ohio Columbus, Ohio	$161M	-$5.89M	7	0.72%	Reduced
144	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$159M	-$208M	8	2.14%	Reduced
145	ARC Absolute Return Capital Boston, Massachusetts	$156M	-$46.9M	7	1.83%	Reduced
146	GAMCO Investors Greenwich, Connecticut	$152M	-$4.37M	3	0.8%	Reduced
147	TAM Third Avenue Management New York	$147M	-$36.6M	1	2.84%	Reduced
148	Markel Group Glen Allen, Virginia	$144M	+$2.82M	1	4.1%	Increased
149	Schroder Investment Management Group London, United Kingdom	$140M	+$29.6M	14	0.17%	Increased
150	Aberdeen Asset Management Aberdeen, United Kingdom	$140M	+$99.9M	8	0.29%	Increased