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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	AGF Investments Inc Toronto, Ontario, Canada	$174M	+$1.66M	7	1.38%	Increased
152	Pentwater Capital Management Naples, Florida	$170M	-$32.7M	1	1.62%	Reduced
153	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$169M	+$14M	12	1.09%	Increased
154	Point72 Asset Management Stamford, Connecticut	$169M	+$4.35M	6	0.79%	Increased
155	CIBC Private Wealth Group Atlanta, Georgia	$168M	-$23M	6	0.42%	Reduced
156	ORIO Old Republic International (ORI) Chicago, Illinois	$167M	-$2.77M	3	3.95%	Reduced
157	FIG Fortress Investment Group New York	$165M	-$19.3M	2	7.88%	Reduced
158	Gabelli Funds Rye, New York	$164M	+$2.32M	12	1.1%	Increased
159	RCM Redwood Capital Management New York	$160M	+$15.8M	1	7.8%	Increased
160	ExodusPoint Capital Management New York	$159M	+$48.1M	12	2.32%	Increased
161	BRIM Broad Run Investment Management Arlington, Virginia	$157M	+$1.79M	1	10.46%	Increased
162	LPL Financial San Diego, California	$157M	+$7.18M	22	0.18%	Increased
163	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$156M	-$102M	4	0.5%	Reduced
164	Montrusco Bolton Investments Montreal, Quebec, Canada	$152M	+$18.6M	2	4.96%	Increased
165	Madison Asset Management Madison, Wisconsin	$150M	+$558K	4	2.09%	Increased
166	MAMU Marathon Asset Management (UK) London, United Kingdom	$144M	-$1.47M	1	2.01%	Reduced
167	Burgundy Asset Management Toronto, Ontario, Canada	$142M	-$4.46M	2	1.45%	Reduced
168	State of New Jersey Common Pension Fund D Trenton, New Jersey	$142M	-$2.94M	11	0.5%	Reduced
169	Fenimore Asset Management Cobleskill, New York	$140M	-$299K	2	3.61%	Reduced
170	Macquarie Group Sydney, NSW 2000, Australia	$138M	-$1.63M	12	0.2%	Reduced
171	NHAS Novo Holdings A/S Hellerup, Denmark	$137M	$0	1	5.64%	Maintained
172	Asset Management One Tokyo, Japan	$136M	+$764K	7	0.54%	Increased
173	AC Alleghany Corporation New York	$135M	+$33.2M	1	4.33%	Increased
174	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$135M	+$10.1M	9	0.54%	Increased
175	River Road Asset Management Louisville, Kentucky	$135M	+$147M	2	1.63%	New