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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	SCM Shapiro Capital Management Atlanta, Georgia	$83M	-$577K	1	2.13%	Reduced
202	Two Sigma Advisers New York	$82.6M	+$18.8M	11	0.32%	Increased
203	KGI Kopernik Global Investors Tampa, Florida	$82.4M	+$1.12M	2	16.84%	Increased
204	SG Americas Securities New York	$81.7M	+$31.7M	13	0.69%	Increased
205	Intact Investment Management Montreal, Quebec, Canada	$81.3M	+$14.5M	6	3.01%	Increased
206	Comerica Bank Dallas, Texas	$81.2M	+$520K	11	0.64%	Increased
207	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$80.4M	-$327K	9	0.84%	Reduced
208	MAMU Marathon Asset Management (UK) London, United Kingdom	$79.4M	-$352K	1	1.72%	Reduced
209	Horizon Kinetics New York	$78.3M	-$19.5M	2	2.53%	Reduced
210	Pzena Investment Management New York	$77.6M	+$6.25K	2	0.44%	Increased
211	AIG American International Group New York	$77.3M	-$661K	11	0.3%	Reduced
212	AMF Tjänstepension Stockholm, Sweden	$76.1M	+$13.7M	3	0.89%	Increased
213	Confluence Investment Management St. Louis, Missouri	$75.5M	+$11.6M	2	1.83%	Increased
214	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$75.4M	-$26.4M	11	0.27%	Reduced
215	Andra AP-fonden Goteborg, Sweden	$75.2M	-$5.6M	9	2.06%	Reduced
216	MBA Maple-Brown Abbott Barangaroo, Australia	$74.9M	+$32.2M	1	10.52%	Increased
217	Acadian Asset Management Boston, Massachusetts	$74.8M	-$61.5M	8	0.36%	Reduced
218	M&T Bank Buffalo, New York	$74.8M	+$2.21M	10	0.47%	Increased
219	Martingale Asset Management Boston, Massachusetts	$73.9M	-$9.65M	5	1.04%	Reduced
220	Donald Smith & Co New York	$73.9M	+$11.8M	1	1.98%	Increased
221	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$73.8M	-$2.85M	1	3.17%	Reduced
222	SFM Systematic Financial Management Teaneck, New Jersey	$73.5M	-$19.3M	3	1.17%	Reduced
223	BNP Paribas Financial Markets Paris, France	$72.8M	+$15.8M	13	0.34%	Increased
224	Brandywine Global Investment Management Philadelphia, Pennsylvania	$72.5M	-$2.32M	5	0.46%	Reduced
225	Global X Management Company New York	$71.3M	+$5.31M	14	3.15%	Increased