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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
176	Korea Investment Corp Seoul, South Korea	$102M	+$15.8M	9	0.6%	Increased
177	Letko, Brosseau & Associates Montreal, Quebec, Canada	$101M	-$1.05M	2	0.97%	Reduced
178	Teacher Retirement System of Texas Austin, Texas	$101M	-$10.2M	9	0.69%	Reduced
179	Horizon Kinetics New York	$100M	-$7.47M	2	2.53%	Reduced
180	Scotia Capital Toronto, Ontario, Canada	$100M	+$6.73M	6	2.03%	Increased
181	Martingale Asset Management Boston, Massachusetts	$100M	+$6.01M	6	1.65%	Increased
182	Numeric Investors Boston, Massachusetts	$99.4M	-$24.6M	5	0.89%	Reduced
183	Beck Mack & Oliver New York	$99.1M	-$14.3M	5	3.5%	Reduced
184	STRS Ohio Columbus, Ohio	$98.9M	+$474K	8	0.44%	Increased
185	SAM Shell Asset Management The Hague, Netherlands	$98.1M	+$623K	10	2.28%	Increased
186	SEI Investments Oaks, Pennsylvania	$96.9M	+$9.51M	12	0.58%	Increased
187	Select Equity Group New York	$96.5M	-$1.31M	1	0.85%	Reduced
188	Brandywine Global Investment Management Philadelphia, Pennsylvania	$96.4M	+$26.1M	6	0.65%	Increased
189	Energy Income Partners Westport, Connecticut	$96M	+$3.78M	2	2.12%	Increased
190	Hotchkis & Wiley Capital Management Los Angeles, California	$94.6M	-$17.9M	1	0.4%	Reduced
191	MIS Morningstar Investment Services Chicago, Illinois	$93.8M	+$14.8M	4	2.96%	Increased
192	Victory Capital Management San Antonio, Texas	$93M	-$5.58M	8	0.37%	Reduced
193	D.E. Shaw & Co New York	$92.7M	-$8.81M	9	0.17%	Reduced
194	DekaBank Deutsche Girozentrale Frankfurt, Germany	$91.4M	+$7.38M	9	1.04%	Increased
195	LC LNZ Capital New York	$90.7M	-$24.3M	3	14.3%	Reduced
196	Andra AP-fonden Goteborg, Sweden	$89.6M	+$2.37M	9	2.29%	Increased
197	Two Sigma Investments New York	$89.5M	+$53M	8	0.38%	Increased
198	CA Cortland Advisers Wilmington, Delaware	$88.2M	-$22.1M	2	3.11%	Reduced
199	Bessemer Group Woodbridge, New Jersey	$86.8M	-$967K	8	0.48%	Reduced
200	Madison Investment Holdings Madison, Wisconsin	$86.4M	+$296K	3	1.79%	Increased