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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	HCMT Highland Capital Management (Texas) Dallas, Texas	$203M	-$4.81M	1	15.56%	Reduced
127	Wedge Capital Management Charlotte, North Carolina	$201M	+$99.1M	5	2.48%	Increased
128	HSBC Holdings London, United Kingdom	$196M	-$50.9M	11	0.36%	Reduced
129	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$192M	+$2.93M	6	1.31%	Increased
130	AIM Assured Investment Management New York	$192M	+$127M	3	5.44%	Increased
131	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$190M	+$9.49M	8	0.79%	Increased
132	Stifel Financial St. Louis, Missouri	$185M	-$11.7M	12	0.6%	Reduced
133	OppenheimerFunds New York	$180M	-$42.8M	9	0.26%	Reduced
134	USAA United Services Automobile Association San Antonio, Texas	$179M	-$12.2M	11	0.52%	Reduced
135	HP Hound Partners New York	$177M	+$27.6M	1	5.68%	Increased
136	Lord, Abbett & Co Jersey City, New Jersey	$175M	-$23.2M	4	0.64%	Reduced
137	Energy Income Partners Westport, Connecticut	$171M	-$4.59M	2	3.41%	Reduced
138	Los Angeles Capital Management Los Angeles, California	$169M	+$54.8M	7	1.05%	Increased
139	Gabelli Funds Rye, New York	$163M	-$2.06M	11	1.12%	Reduced
140	H Hexavest Montreal, Quebec, Canada	$162M	-$37.9M	4	2.35%	Reduced
141	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$162M	+$10.1M	6	0.67%	Increased
142	British Columbia Investment Management Victoria, British Columbia, Canada	$161M	+$111M	12	1.44%	Increased
143	Citigroup New York	$161M	+$89M	21	0.16%	Increased
144	Primecap Management Pasadena, California	$157M	+$4.55M	2	0.13%	Increased
145	Fiera Capital (Canada) Montreal, Quebec, Canada	$155M	-$1.64M	6	0.7%	Reduced
146	SCM Shapiro Capital Management Atlanta, Georgia	$151M	+$124M	1	4.18%	Increased
147	ORIO Old Republic International (ORI) Chicago, Illinois	$148M	$0	4	4.42%	Maintained
148	Scotia Capital Toronto, Ontario, Canada	$148M	+$768K	6	2.18%	Increased
149	LM Lasry Marc	$147M	-$9.32M	1	29.01%	Reduced
150	AL AJO LP Philadelphia, Pennsylvania	$147M	-$2.33M	5	0.82%	Reduced