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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	Credit Agricole Montrouge Cedex, France	$218M	+$1M	10	0.74%	Increased
127	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$218M	+$8.48M	5	1.31%	Increased
128	Putnam Investments Boston, Massachusetts	$217M	-$123K	6	0.5%	Reduced
129	PC Paulson & Co New York	$216M	$0	1	3.87%	Maintained
130	Hennessy Advisors Inc Novato, California	$213M	-$17.3M	5	6.6%	Reduced
131	Robeco Institutional Asset Management Rotterdam, Netherlands	$210M	-$19.2M	8	1.31%	Reduced
132	Gabelli Funds Rye, New York	$191M	-$836K	11	1.09%	Reduced
133	W.H. Reaves & Co Jersey City, New Jersey	$189M	+$28.7M	5	6.85%	Increased
134	Sculptor Capital New York	$187M	-$1.17M	1	0.91%	Reduced
135	Macquarie Group Sydney, NSW 2000, Australia	$186M	+$6.61M	10	0.33%	Increased
136	ACI AMP Capital Investors Sydney, Australia	$184M	+$27.8M	10	1.04%	Increased
137	Global X Management Company New York	$179M	+$12.7M	15	4.87%	Increased
138	Davidson Kempner Capital Management New York	$179M	+$2.41K	1	2.39%	Increased
139	TAM Third Avenue Management New York	$178M	+$350K	1	8.01%	Increased
140	Stifel Financial St. Louis, Missouri	$174M	+$14.9M	13	0.6%	Increased
141	State of New Jersey Common Pension Fund D Trenton, New Jersey	$174M	+$24.2M	8	0.69%	Increased
142	Wedge Capital Management Charlotte, North Carolina	$171M	-$5.46M	4	1.6%	Reduced
143	Energy Income Partners Westport, Connecticut	$166M	+$12M	2	3.06%	Increased
144	Chevy Chase Trust Bethesda, Maryland	$164M	+$3.28M	7	0.74%	Increased
145	BWA Brave Warrior Advisors New York	$160M	-$32.5M	1	7.73%	Reduced
146	Scotia Capital Toronto, Ontario, Canada	$159M	+$3.05M	7	2.26%	Increased
147	Select Equity Group New York	$158M	-$55M	1	1.2%	Reduced
148	Aperio Group Sausalito, California	$158M	+$1.58M	13	0.89%	Increased
149	CI Global Investments Oakland, California	$157M	-$41.3M	1	2.77%	Reduced
150	LM Luminus Management Houston, Texas	$157M	-$174M	4	4.15%	Reduced