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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
201	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$80.2M	+$45M	1	3.96%	Increased
202	SFM Systematic Financial Management Teaneck, New Jersey	$79.7M	+$70.2M	3	0.63%	Increased
203	Scotia Capital Toronto, Ontario, Canada	$78.2M	+$2.37M	7	2.02%	Increased
204	Suntrust Banks Atlanta, Georgia	$77.6M	+$6.5M	8	0.5%	Increased
205	WBC Westpac Banking Corp Sydney, Australia	$74.4M	+$18M	8	0.65%	Increased
206	Andra AP-fonden Goteborg, Sweden	$74.2M	-$13.9M	7	2.1%	Reduced
207	AIG American International Group New York	$72.9M	+$6M	16	0.3%	Increased
208	Advisors Asset Management Monument, Colorado	$72.6M	+$2.23M	8	0.97%	Increased
209	Korea Investment Corp Seoul, South Korea	$71M	+$14.7M	7	0.55%	Increased
210	Credit Agricole Montrouge Cedex, France	$70.9M	-$10.1M	9	0.32%	Reduced
211	Glenmede Trust Philadelphia, Pennsylvania	$70M	-$614K	14	0.51%	Reduced
212	US Bancorp Minneapolis, Minnesota	$69.8M	-$979K	16	0.27%	Reduced
213	ARC Absolute Return Capital Boston, Massachusetts	$69.7M	+$3.15M	3	1.84%	Increased
214	Fenimore Asset Management Cobleskill, New York	$68.6M	-$379K	2	3.53%	Reduced
215	KGI Kopernik Global Investors Tampa, Florida	$68.4M	+$26.8M	1	17.13%	Increased
216	HCM Huber Capital Management El Segundo, California	$68.2M	-$3.94M	4	2.14%	Reduced
217	Letko, Brosseau & Associates Montreal, Quebec, Canada	$68.1M	-$9.57K	1	0.64%	Reduced
218	Gateway Investment Advisers Cincinnati, Ohio	$68M	+$132K	7	0.56%	Increased
219	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$67.8M	+$14.2M	9	0.5%	Increased
220	M&T Bank Buffalo, New York	$66.4M	+$1.24M	10	0.41%	Increased
221	Reinhart Partners Mequon, Wisconsin	$65.8M	+$10.9M	3	4.8%	Increased
222	CA Cortland Advisers Wilmington, Delaware	$65.5M	+$22.3M	2	1.43%	Increased
223	CI Investments Inc Toronto, Ontario, Canada	$65.2M	+$69.1K	1	0.69%	Increased
224	Winton Group London, United Kingdom	$63.6M	-$2.09M	2	0.51%	Reduced
225	Comerica Bank Dallas, Texas	$63.4M	-$69.4M	11	0.54%	Reduced