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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
151	Markel Group Glen Allen, Virginia	$118M	+$1.79M	1	4.06%	Increased
152	GAMCO Investors Greenwich, Connecticut	$118M	-$5.08M	3	0.69%	Reduced
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$118M	+$1.58M	9	0.63%	Increased
154	Acadian Asset Management Boston, Massachusetts	$116M	-$9.44M	7	0.75%	Reduced
155	Northern Trust Company of Connecticut Stamford, Connecticut	$111M	+$4.87M	13	0.72%	Increased
156	William Blair & Company Chicago, Illinois	$110M	-$24.7M	9	0.2%	Reduced
157	Hennessy Advisors Inc Novato, California	$108M	+$11.4M	5	4.88%	Increased
158	Adage Capital Partners Boston, Massachusetts	$107M	+$39.2M	4	0.31%	Increased
159	Chevy Chase Trust Bethesda, Maryland	$107M	+$2.41M	7	0.87%	Increased
160	SA SQ Advisors Naples, Florida	$107M	+$4.95M	1	5.7%	Increased
161	Primecap Management Pasadena, California	$106M	+$3.1M	3	0.14%	Increased
162	OppenheimerFunds New York	$106M	+$54.4M	3	0.07%	Increased
163	LM Luminus Management Houston, Texas	$105M	+$61.5M	6	9.03%	Increased
164	Appaloosa Management Miami Beach, Florida	$104M	-$1.94M	1	1.65%	Reduced
165	D.E. Shaw & Co New York	$103M	-$1.86M	10	0.16%	Reduced
166	WI WHV Investments San Francisco, California	$103M	-$5.9M	1	1.02%	Reduced
167	TAA Turiya Advisors Asia Hong Kong	$101M	+$17.5M	1	9.63%	Increased
168	SG Americas Securities New York	$98.4M	-$49.6M	12	0.4%	Reduced
169	H Hexavest Montreal, Quebec, Canada	$98.1M	-$6.14M	8	1.47%	Reduced
170	Regions Financial Corp Birmingham, Alabama	$96.7M	-$16.3M	7	1.28%	Reduced
171	NFA Nationwide Fund Advisors Columbus, Ohio	$96M	-$1.5M	13	0.43%	Reduced
172	Findlay Park Partners London, United Kingdom	$94.3M	$0	2	1.15%	Maintained
173	Letko, Brosseau & Associates Montreal, Quebec, Canada	$93.7M	-$94.8K	1	0.82%	Reduced
174	Nuveen Charlotte, North Carolina	$92.7M	+$5.53M	8	0.6%	Increased
175	Robeco Institutional Asset Management Rotterdam, Netherlands	$92.5M	+$5.39M	7	0.9%	Increased