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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	Aperio Group Sausalito, California	$161M	+$5.06M	13	0.64%	Increased
152	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$160M	+$3.64M	15	2.33%	Increased
153	AGC Angelo Gordon & Co New York	$152M	+$22.7M	2	19.45%	Increased
154	ACI AMP Capital Investors Sydney, Australia	$151M	+$5.92M	10	0.84%	Increased
155	Sculptor Capital New York	$150M	-$3.23M	3	1.61%	Reduced
156	STRS Ohio Columbus, Ohio	$149M	-$14.8M	9	0.66%	Reduced
157	Burgundy Asset Management Toronto, Ontario, Canada	$149M	-$7.6M	1	1.49%	Reduced
158	Cooke & Bieler Philadelphia, Pennsylvania	$148M	+$26.7M	2	2.53%	Increased
159	Envestnet Asset Management Chicago, Illinois	$147M	-$584K	11	0.16%	Reduced
160	Madison Investment Holdings Madison, Wisconsin	$146M	+$3.37M	2	2.37%	Increased
161	MAMU Marathon Asset Management (UK) London, United Kingdom	$145M	-$13.5M	1	1.91%	Reduced
162	Korea Investment Corp Seoul, South Korea	$145M	+$17.7M	7	0.61%	Increased
163	Asset Management One Tokyo, Japan	$145M	+$924K	7	0.7%	Increased
164	KCM Knighthead Capital Management New York	$144M	+$11M	1	20.18%	Increased
165	Aberdeen Group Edinburgh, United Kingdom	$139M	-$42.8M	8	0.35%	Reduced
166	Montrusco Bolton Investments Montreal, Quebec, Canada	$136M	-$37.8M	2	8.02%	Reduced
167	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$134M	+$35.9M	9	0.9%	Increased
168	KGI Kopernik Global Investors Tampa, Florida	$133M	+$7.5M	2	25.37%	Increased
169	LM Luminus Management Houston, Texas	$133M	-$162M	3	3.85%	Reduced
170	KI Koch Industries Wichita, Kansas	$131M	$0	1	98.47%	Maintained
171	Vaughan Nelson Investment Management Houston, Texas	$131M	+$8.52M	3	1.75%	Increased
172	EC Eminence Capital New York	$129M	+$74.8M	1	1.55%	Increased
173	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$129M	+$36.3M	7	1.21%	Increased
174	Hennessy Advisors Inc Novato, California	$128M	-$8.13M	6	6.45%	Reduced
175	Los Angeles Capital Management Los Angeles, California	$124M	+$8.51M	8	0.67%	Increased