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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	Pendal Group Sydney, Australia	$130M	+$14.1M	3	1.7%	Increased
177	BAMCO Inc New York	$128M	+$16.7M	2	0.49%	Increased
178	KGACF Kopernik Global All-Cap Fund Tampa, Florida	$127M	+$130M	2	22.81%	New
179	KGI Kopernik Global Investors Tampa, Florida	$127M	-$1.52M	2	22.81%	Reduced
180	Anchor Capital Advisors Boston, Massachusetts	$124M	+$50.6M	3	2.69%	Increased
181	LPL Financial San Diego, California	$123M	+$9.32M	17	0.22%	Increased
182	River Road Asset Management Louisville, Kentucky	$122M	-$4.2M	2	1.93%	Reduced
183	Virginia Retirement Systems Richmond, Virginia	$121M	+$2.5M	8	1.3%	Increased
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$120M	+$2.78M	10	0.62%	Increased
185	Fenimore Asset Management Cobleskill, New York	$119M	+$262K	2	3.64%	Increased
186	Natixis Paris, France	$119M	+$80.8M	5	0.74%	Increased
187	Hennessy Advisors Inc Novato, California	$118M	-$11.5M	6	6.02%	Reduced
188	Montrusco Bolton Investments Montreal, Quebec, Canada	$118M	-$24.3M	2	6.81%	Reduced
189	Intact Investment Management Montreal, Quebec, Canada	$118M	+$1.44M	6	4.01%	Increased
190	Commonwealth Equity Services Waltham, Massachusetts	$118M	+$1.45M	14	0.45%	Increased
191	BEP Bluescape Energy Partners Dallas, Texas	$117M	+$61.8M	1	21.9%	Increased
192	Check Capital Management Costa Mesa, California	$114M	-$3.22M	1	5.49%	Reduced
193	AGC Angelo Gordon & Co New York	$113M	-$21M	1	17.47%	Reduced
194	KI Koch Industries Wichita, Kansas	$113M	$0	1	97.55%	Maintained
195	Wedge Capital Management Charlotte, North Carolina	$110M	-$760K	2	1.23%	Reduced
196	Schroder Investment Management Group London, United Kingdom	$110M	-$63.1M	9	0.18%	Reduced
197	SJIC St. James Investment Company Southlake, Texas	$109M	-$5.01M	2	9.64%	Reduced
198	MIS Morningstar Investment Services Chicago, Illinois	$109M	+$81.1K	3	1.71%	Increased
199	Westfield Capital Management Boston, Massachusetts	$108M	-$8.5M	1	0.77%	Reduced
200	OCAM Owl Creek Asset Management New York	$107M	+$17.4M	2	5.65%	Increased