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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	Cohen & Steers New York	$87.2M	-$91.4M	2	0.23%	Reduced
202	Intact Investment Management Montreal, Quebec, Canada	$86.4M	-$4.44M	4	3.82%	Reduced
203	Confluence Investment Management St. Louis, Missouri	$86.2M	+$5.75M	2	1.75%	Increased
204	Nuveen Charlotte, North Carolina	$84.5M	-$56.2M	6	0.54%	Reduced
205	CA Cortland Advisers Wilmington, Delaware	$83.8M	+$7.86M	2	4.04%	Increased
206	KI Koch Industries Wichita, Kansas	$83.2M	+$77.9M	3	22.7%	Increased
207	SJIC St. James Investment Company Southlake, Texas	$82.5M	+$3.62M	4	10.19%	Increased
208	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$82.4M	-$5.43M	1	3.82%	Reduced
209	HP Holowesko Partners Nassau, Bahamas	$82.3M	+$19.3M	1	5.55%	Increased
210	British Columbia Investment Management Victoria, British Columbia, Canada	$82.2M	-$879K	7	0.66%	Reduced
211	Ariel Investments Chicago, Illinois	$81.7M	+$34M	2	0.97%	Increased
212	Letko, Brosseau & Associates Montreal, Quebec, Canada	$81.2M	-$1.33M	2	0.79%	Reduced
213	Donald Smith & Co New York	$81.2M	+$80K	1	1.98%	Increased
214	Cooke & Bieler Philadelphia, Pennsylvania	$80.6M	-$1.63M	1	1.55%	Reduced
215	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$80.4M	-$3.4M	1	3.18%	Reduced
216	Schroder Investment Management Group London, United Kingdom	$80.2M	+$21M	10	0.14%	Increased
217	MBA Maple-Brown Abbott Barangaroo, Australia	$80M	-$1.83M	1	8.25%	Reduced
218	Fenimore Asset Management Cobleskill, New York	$79.2M	+$179K	2	3.28%	Increased
219	Bessemer Group Woodbridge, New Jersey	$79M	-$20.8M	10	0.32%	Reduced
220	Comerica Bank Dallas, Texas	$78.6M	-$2.1M	12	0.59%	Reduced
221	Horizon Kinetics New York	$78.1M	-$11.1M	2	2.56%	Reduced
222	AMF Tjänstepension Stockholm, Sweden	$77.6M	$0	3	0.89%	Maintained
223	Hamlin Capital Management New York	$77.2M	+$360K	1	3.22%	Increased
224	Andra AP-fonden Goteborg, Sweden	$76.7M	-$195K	9	1.9%	Reduced
225	Brandywine Global Investment Management Philadelphia, Pennsylvania	$75.2M	+$6.1M	4	0.48%	Increased