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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	BRIM Broad Run Investment Management Arlington, Virginia	$225M	-$30.8M	1	9.98%	Reduced
127	Two Sigma Investments New York	$225M	-$47M	7	0.73%	Reduced
128	Nomura Holdings Tokyo, Japan	$224M	+$163M	5	0.95%	Increased
129	AL AJO LP Philadelphia, Pennsylvania	$220M	+$54.2M	4	1.14%	Increased
130	HSBC Holdings London, United Kingdom	$218M	-$1.34M	12	0.4%	Reduced
131	Man Group London, United Kingdom	$210M	+$60.4M	13	0.8%	Increased
132	AIM Assured Investment Management New York	$208M	+$58.6M	3	2.32%	Increased
133	Energy Income Partners Westport, Connecticut	$205M	+$8.53M	2	3.5%	Increased
134	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$204M	-$7.29M	7	0.75%	Reduced
135	Gabelli Funds Rye, New York	$199M	+$19M	11	1.25%	Increased
136	SCM Shapiro Capital Management Atlanta, Georgia	$194M	-$2.09M	1	4.54%	Reduced
137	OppenheimerFunds New York	$192M	-$2.74M	9	0.24%	Reduced
138	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$188M	-$34.9M	7	1.24%	Reduced
139	KCM Knighthead Capital Management New York	$186M	+$148M	1	34.43%	Increased
140	Scotia Capital Toronto, Ontario, Canada	$182M	+$1.05M	7	2.34%	Increased
141	USAA United Services Automobile Association San Antonio, Texas	$179M	-$18.8M	10	0.46%	Reduced
142	SA SQ Advisors Naples, Florida	$179M	-$199M	1	13.55%	Reduced
143	Primecap Management Pasadena, California	$174M	$0	2	0.13%	Maintained
144	Fiera Capital (Canada) Montreal, Quebec, Canada	$174M	-$12.9M	6	0.68%	Reduced
145	ORIO Old Republic International (ORI) Chicago, Illinois	$173M	+$6.76M	3	4.66%	Increased
146	British Columbia Investment Management Victoria, British Columbia, Canada	$173M	-$15.1M	11	1.54%	Reduced
147	ClearBridge Investments (Australia) Sydney, Australia	$171M	+$67.3M	7	11.71%	Increased
148	LM Lasry Marc	$168M	$0	1	30.08%	Maintained
149	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$167M	-$3.68M	5	0.64%	Reduced
150	Capital International Investors Los Angeles, California	$165M	-$367M	1	0.07%	Reduced