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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	SJIC St. James Investment Company Southlake, Texas	$109M	+$30.5M	3	13.15%	Increased
177	SC Sasco Capital Fairfield, Connecticut	$108M	+$13.9M	1	4.52%	Increased
178	Korea Investment Corp Seoul, South Korea	$106M	-$2.95M	8	0.49%	Reduced
179	MIS Morningstar Investment Services Chicago, Illinois	$106M	-$12.5M	3	2.05%	Reduced
180	Pendal Group Sydney, Australia	$103M	+$8.2M	2	1.32%	Increased
181	Ariel Investments Chicago, Illinois	$102M	-$4.28M	2	1.17%	Reduced
182	Aviva London, United Kingdom	$102M	-$10.2M	9	0.62%	Reduced
183	Victory Capital Management San Antonio, Texas	$101M	+$2.2M	9	0.22%	Increased
184	Panagora Asset Management Boston, Massachusetts	$99.8M	-$14.8M	12	0.39%	Reduced
185	BWA Brave Warrior Advisors New York	$99.7M	-$52.1M	1	4.38%	Reduced
186	Alyeska Investment Group Chicago, Illinois	$99.6M	+$94.9M	1	0.82%	Increased
187	GAMCO Investors Greenwich, Connecticut	$98.8M	-$13.8M	2	0.67%	Reduced
188	Confluence Investment Management St. Louis, Missouri	$98.3M	+$6.6M	1	1.82%	Increased
189	Axa Paris, France	$98.1M	-$51.2M	7	0.39%	Reduced
190	Första AP-fonden Stockholm, Sweden	$96.8M	+$78.4M	7	3.35%	Increased
191	NM Newtyn Management New York	$96.6M	-$25.5M	1	17.25%	Reduced
192	SEI Investments Oaks, Pennsylvania	$95.7M	-$8.79M	14	0.37%	Reduced
193	KGI Kopernik Global Investors Tampa, Florida	$95.1M	+$16.5M	1	14.81%	Increased
194	SCM Shapiro Capital Management Atlanta, Georgia	$93.4M	-$29M	1	2.19%	Reduced
195	CC Carlson Capital Dallas, Texas	$93.4M	-$36.9M	3	1.41%	Reduced
196	Madison Investment Holdings Madison, Wisconsin	$92.3M	-$7.45M	2	1.64%	Reduced
197	KI Koch Industries Wichita, Kansas	$91.5M	+$9K	5	9.35%	Increased
198	Cooke & Bieler Philadelphia, Pennsylvania	$91.5M	-$3.63M	1	1.71%	Reduced
199	Laurion Capital Management New York	$90.5M	+$82.6M	5	0.73%	Increased
200	British Columbia Investment Management Victoria, British Columbia, Canada	$89.6M	-$1.5M	8	0.68%	Reduced