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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	Energy Income Partners Westport, Connecticut	$204M	+$24.4M	2	3.97%	Increased
127	Sentry Investments Toronto, Ontario, Canada	$203M	-$15.6M	2	3.03%	Reduced
128	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$200M	-$8.9M	7	1.21%	Reduced
129	AGC Angelo Gordon & Co New York	$196M	-$57.6M	1	10.35%	Reduced
130	Lord, Abbett & Co Jersey City, New Jersey	$196M	-$18.9M	6	0.58%	Reduced
131	Jennison Associates New York	$196M	-$112M	5	0.19%	Reduced
132	BCM Brigade Capital Management New York	$195M	-$68.5M	1	8.88%	Reduced
133	TimesSquare Capital Management New York	$195M	+$46M	1	1.33%	Increased
134	Gabelli Funds Rye, New York	$191M	-$4.1M	11	1.14%	Reduced
135	SCA Southpoint Capital Advisors New York	$185M	+$72.1M	1	8.18%	Increased
136	SCM Scopia Capital Management New York	$184M	+$37.9M	1	3.68%	Increased
137	Primecap Management Pasadena, California	$179M	-$65.3K	2	0.13%	Reduced
138	Stifel Financial St. Louis, Missouri	$179M	+$8.33M	13	0.56%	Increased
139	VOYA Investment Management Atlanta, Georgia	$178M	+$2.66M	11	0.38%	Increased
140	BNP Paribas Financial Markets Paris, France	$175M	-$45.5M	13	0.33%	Reduced
141	Fiera Capital (Canada) Montreal, Quebec, Canada	$173M	-$9.52M	7	0.82%	Reduced
142	Arrowstreet Capital Boston, Massachusetts	$172M	+$51.5M	4	0.39%	Increased
143	Abrams Capital Management Boston, Massachusetts	$172M	+$28.1M	1	5.39%	Increased
144	Wedge Capital Management Charlotte, North Carolina	$170M	+$7.45M	4	1.63%	Increased
145	Man Group London, United Kingdom	$168M	+$164M	12	0.77%	New
146	Macquarie Group Sydney, NSW 2000, Australia	$167M	-$13.7M	10	0.3%	Reduced
147	First Pacific Advisors El Segundo, California	$166M	+$160M	1	1.26%	New
148	SSM Sound Shore Management Greenwich, Connecticut	$165M	-$44.8M	1	2.67%	Reduced
149	Scotia Capital Toronto, Ontario, Canada	$161M	+$5.52M	8	2.22%	Increased
150	LM Lasry Marc	$161M	-$7.15M	1	27.6%	Reduced