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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	ClearBridge Investments (Australia) Sydney, Australia	$105M	-$6.38M	6	5.81%	Reduced
177	London Company of Virginia Richmond, Virginia	$105M	+$5.28M	1	0.69%	Increased
178	ALPS Advisors Denver, Colorado	$103M	-$15.9M	4	0.71%	Reduced
179	LC LNZ Capital New York	$102M	-$159M	2	13.42%	Reduced
180	State of Tennessee, Department of Treasury Nashville, Tennessee	$99M	+$3.37M	9	0.47%	Increased
181	ZP Zimmer Partners New York	$98.5M	+$58.5M	2	2.43%	Increased
182	MLICM Metropolitan Life Insurance Company (MetLife) New York	$98.4M	-$1.02M	9	0.68%	Reduced
183	CI Investments Inc Toronto, Ontario, Canada	$98.3M	-$1.39M	2	1.12%	Reduced
184	ORIO Old Republic International (ORI) Chicago, Illinois	$98.2M	+$13.7M	4	3.39%	Increased
185	Letko, Brosseau & Associates Montreal, Quebec, Canada	$97.7M	-$1.76M	2	0.91%	Reduced
186	SCM Shapiro Capital Management Atlanta, Georgia	$96.8M	-$2.49M	1	2.32%	Reduced
187	Donald Smith & Co New York	$93.6M	+$9.66M	1	2.41%	Increased
188	GAMCO Investors Greenwich, Connecticut	$92.4M	-$13.9M	3	0.58%	Reduced
189	Teacher Retirement System of Texas Austin, Texas	$90.5M	-$24.7M	9	0.65%	Reduced
190	WBC Westpac Banking Corp Sydney, Australia	$89.9M	-$777K	10	0.72%	Reduced
191	Intact Investment Management Montreal, Quebec, Canada	$89.2M	+$131K	4	3.62%	Increased
192	Madison Investment Holdings Madison, Wisconsin	$89.2M	-$10.7M	1	1.66%	Reduced
193	Beck Mack & Oliver New York	$87.5M	-$2.05M	5	3.06%	Reduced
194	STRS Ohio Columbus, Ohio	$87.5M	-$6.96M	9	0.38%	Reduced
195	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$86.2M	+$3.58M	9	0.99%	Increased
196	Rothschild & Co Asset Management US Stamford, Connecticut	$85M	+$16.7M	8	0.97%	Increased
197	British Columbia Investment Management Victoria, British Columbia, Canada	$84.8M	-$902K	7	0.67%	Reduced
198	MAMU Marathon Asset Management (UK) London, United Kingdom	$84.6M	-$2.35M	1	1.85%	Reduced
199	Confluence Investment Management St. Louis, Missouri	$83.9M	+$7.43M	2	1.87%	Increased
200	Horizon Kinetics New York	$83.3M	-$3.13M	2	2.63%	Reduced