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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	Davenport & Co Richmond, Virginia	$174M	+$1.97M	5	3.04%	Increased
127	BlackRock Japan Tokyo, Japan	$171M	+$11.7M	8	0.74%	Increased
128	LM Luminus Management Houston, Texas	$169M	+$8.91M	4	5.44%	Increased
129	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$164M	+$12.9M	4	6.02%	Increased
130	British Columbia Investment Management Victoria, British Columbia, Canada	$164M	-$4.2M	8	1.37%	Reduced
131	I.G. Investment Management Winnipeg, Manitoba, Canada	$163M	-$1.7M	5	0.58%	Reduced
132	Anchor Capital Advisors Boston, Massachusetts	$160M	+$55.7M	6	3.3%	Increased
133	AGF Investments Inc Toronto, Ontario, Canada	$156M	-$38.8M	4	1.62%	Reduced
134	Raymond James & Associates St Petersburg, Florida	$154M	+$40.4M	7	0.88%	Increased
135	SC Stralem & Co New York	$154M	-$46.8M	2	6.17%	Reduced
136	GAMCO Investors Greenwich, Connecticut	$151M	-$2.17M	3	0.81%	Reduced
137	H Hexavest Montreal, Quebec, Canada	$150M	+$32.6K	9	2.28%	Increased
138	Markel Group Glen Allen, Virginia	$148M	+$1.01M	1	4.17%	Increased
139	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$146M	-$1.1M	8	1.9%	Reduced
140	Eaton Vance Management Boston, Massachusetts	$142M	+$116M	7	0.42%	Increased
141	Fiera Capital (Canada) Montreal, Quebec, Canada	$142M	-$182M	7	1.06%	Reduced
142	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$139M	+$30.1M	6	1.46%	Increased
143	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$139M	-$33.3M	1	2.79%	Reduced
144	TAM Third Avenue Management New York	$136M	-$14.3M	1	2.86%	Reduced
145	Perkins Investment Management Chicago, Illinois	$136M	-$13.6M	3	1.25%	Reduced
146	Amundi Asset Management US Boston, Massachusetts	$136M	+$48.7M	3	0.51%	Increased
147	Cohen & Steers New York	$134M	-$53.6M	3	0.4%	Reduced
148	Starboard Value New York	$134M	-$31.9M	2	4.64%	Reduced
149	Primecap Management Pasadena, California	$133M	+$836K	2	0.14%	Increased
150	USAA United Services Automobile Association San Antonio, Texas	$132M	+$19.3M	7	0.48%	Increased