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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	Artisan Partners Milwaukee, Wisconsin	$201M	+$209M	1	0.35%	New
127	BlackRock Japan Tokyo, Japan	$201M	+$8.52M	8	0.77%	Increased
128	Davenport & Co Richmond, Virginia	$195M	+$1.32M	5	3.15%	Increased
129	Eaton Vance Management Boston, Massachusetts	$190M	+$21.1M	7	0.56%	Increased
130	State of New Jersey Common Pension Fund D Trenton, New Jersey	$187M	-$16.2M	9	0.72%	Reduced
131	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$184M	+$11.1M	8	2.6%	Increased
132	Raymond James & Associates St Petersburg, Florida	$181M	+$11.8M	8	0.89%	Increased
133	Perkins Investment Management Chicago, Illinois	$179M	+$29.1M	3	1.68%	Increased
134	Energy Income Partners Westport, Connecticut	$178M	-$110M	3	3.06%	Reduced
135	I.G. Investment Management Winnipeg, Manitoba, Canada	$176M	-$610K	6	0.64%	Reduced
136	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$170M	-$1.47M	4	6.18%	Reduced
137	Fiera Capital (Canada) Montreal, Quebec, Canada	$168M	-$4.83M	7	1.22%	Reduced
138	Select Equity Group New York	$166M	-$106M	1	1.56%	Reduced
139	Markel Group Glen Allen, Virginia	$166M	+$1.3M	1	4.18%	Increased
140	H Hexavest Montreal, Quebec, Canada	$163M	+$661K	9	2.44%	Increased
141	Starboard Value New York	$161M	+$15.2M	2	3.65%	Increased
142	GAMCO Investors Greenwich, Connecticut	$158M	-$4.13M	3	0.82%	Reduced
143	TAM Third Avenue Management New York	$153M	+$921K	1	3.86%	Increased
144	AGF Investments Inc Toronto, Ontario, Canada	$153M	-$12.1M	6	1.64%	Reduced
145	Burgundy Asset Management Toronto, Ontario, Canada	$153M	+$12.3M	2	1.69%	Increased
146	RCM Riverhead Capital Management Wilmington, Delaware	$151M	+$29.6M	9	2.3%	Increased
147	Anchor Capital Advisors Boston, Massachusetts	$149M	-$18.8M	6	3.02%	Reduced
148	Cohen & Steers New York	$149M	-$1.78M	3	0.41%	Reduced
149	ACI AMP Capital Investors Sydney, Australia	$148M	+$33.3M	9	0.91%	Increased
150	State of Tennessee, Department of Treasury Nashville, Tennessee	$148M	+$26.7M	10	0.79%	Increased