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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	MAMU Marathon Asset Management (UK) London, United Kingdom	$84.4M	+$43M	1	1.81%	Increased
202	SAM Shell Asset Management The Hague, Netherlands	$84M	-$10.1M	10	1.74%	Reduced
203	Donald Smith & Co New York	$83.7M	+$3.13M	1	2.29%	Increased
204	Martingale Asset Management Boston, Massachusetts	$83.6M	-$10.6M	6	1.25%	Reduced
205	London Company of Virginia Richmond, Virginia	$82.6M	+$7.42M	1	0.62%	Increased
206	Andra AP-fonden Goteborg, Sweden	$82.1M	-$3.31M	9	2.2%	Reduced
207	Bridgeway Capital Management Houston, Texas	$81.8M	-$831K	5	1.22%	Reduced
208	CC Carlson Capital Dallas, Texas	$81.5M	+$11.8M	3	1.03%	Increased
209	SCM Shapiro Capital Management Atlanta, Georgia	$80.8M	-$7.73M	1	2.15%	Reduced
210	Pzena Investment Management New York	$80.3M	-$151K	2	0.49%	Reduced
211	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$79.7M	+$20.1M	7	0.78%	Increased
212	Comerica Bank Dallas, Texas	$78.5M	+$468K	11	0.67%	Increased
213	AIG American International Group New York	$77M	+$914K	11	0.31%	Increased
214	Första AP-fonden Stockholm, Sweden	$76.3M	+$36M	6	2.12%	Increased
215	KBC Group Brussels, Belgium	$75.6M	+$12.9M	9	0.89%	Increased
216	ORIO Old Republic International (ORI) Chicago, Illinois	$75M	+$30.7M	3	3.25%	Increased
217	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$74.1M	-$9.02M	1	3.44%	Reduced
218	Zurich Cantonal Bank Zurich, Switzerland	$73.8M	+$16.9M	13	0.77%	Increased
219	Brandywine Global Investment Management Philadelphia, Pennsylvania	$73.5M	-$20.9M	5	0.48%	Reduced
220	M&T Bank Buffalo, New York	$72.9M	+$1.47M	10	0.46%	Increased
221	British Columbia Investment Management Victoria, British Columbia, Canada	$71.5M	-$9.5M	7	0.72%	Reduced
222	Arizona State Retirement System Phoenix, Arizona	$71.1M	-$1.72M	8	1.08%	Reduced
223	Fenimore Asset Management Cobleskill, New York	$69.9M	+$380K	2	3.35%	Increased
224	IAM Impala Asset Management Palm Beach, Florida	$68.9M	+$34M	1	4.54%	Increased
225	Anchor Capital Advisors Boston, Massachusetts	$68.8M	-$50.7M	4	2.31%	Reduced