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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	Suntrust Banks Atlanta, Georgia	$70.2M	-$1.81M	9	0.47%	Reduced
202	British Columbia Investment Management Victoria, British Columbia, Canada	$70.1M	-$28M	7	0.72%	Reduced
203	WI WHV Investments San Francisco, California	$69.5M	-$8M	1	1.92%	Reduced
204	Starboard Value New York	$68.9M	-$19M	1	1.54%	Reduced
205	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$68.3M	-$402K	1	4.33%	Reduced
206	Susquehanna International Group Bala Cynwyd, Pennsylvania	$68.1M	-$8.47M	15	0.03%	Reduced
207	AIG American International Group New York	$68M	-$2.04M	17	0.3%	Reduced
208	KBC Group Brussels, Belgium	$67.7M	-$28.4M	9	1.36%	Reduced
209	Donald Smith & Co New York	$67.7M	-$23.5M	1	2.04%	Reduced
210	Madison Investment Holdings Madison, Wisconsin	$67.5M	-$11.5M	1	1.48%	Reduced
211	Korea Investment Corp Seoul, South Korea	$67.4M	-$2.33M	8	0.54%	Reduced
212	Gateway Investment Advisers Cincinnati, Ohio	$66.8M	-$660K	7	0.59%	Reduced
213	SFM Systematic Financial Management Teaneck, New Jersey	$65.9M	-$12.1M	3	0.7%	Reduced
214	Pzena Investment Management New York	$65.7M	-$152K	2	0.42%	Reduced
215	Teacher Retirement System of Texas Austin, Texas	$65.5M	-$11.9M	9	0.52%	Reduced
216	US Bancorp Minneapolis, Minnesota	$64.6M	-$2.07M	14	0.27%	Reduced
217	Comerica Bank Dallas, Texas	$64M	-$58.6M	11	0.61%	Reduced
218	HCM Huber Capital Management El Segundo, California	$62M	-$4.45M	4	2.17%	Reduced
219	Bridgeway Capital Management Houston, Texas	$61.5M	+$8.07M	6	1.29%	Increased
220	Public Employees Retirement Association of Colorado Denver, Colorado	$61.4M	+$1.52M	9	0.54%	Increased
221	Magellan Asset Management Sydney, Australia	$61.4M	+$907K	3	0.39%	Increased
222	M&T Bank Buffalo, New York	$61.3M	-$4.02M	9	0.42%	Reduced
223	Fenimore Asset Management Cobleskill, New York	$60.6M	+$476K	2	3.25%	Increased
224	Two Sigma Advisers New York	$59.2M	-$38.9M	8	0.37%	Reduced
225	Numeric Investors Boston, Massachusetts	$58.4M	-$22.8M	5	0.68%	Reduced