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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	SJIC St. James Investment Company Southlake, Texas	$93M	+$6.49M	4	10.46%	Increased
202	STRS Ohio Columbus, Ohio	$91.1M	+$686K	9	0.39%	Increased
203	HP Holowesko Partners Nassau, Bahamas	$89.5M	+$13.6M	1	7.13%	Increased
204	Ariel Investments Chicago, Illinois	$89.3M	+$9.8M	2	1.04%	Increased
205	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$89.3M	-$1.56M	7	1.18%	Reduced
206	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$88.7M	-$28.5M	7	0.8%	Reduced
207	Teacher Retirement System of Texas Austin, Texas	$88.3M	-$5.69M	8	0.54%	Reduced
208	Intact Investment Management Montreal, Quebec, Canada	$84.7M	-$2.2M	3	3.68%	Reduced
209	Los Angeles Capital Management Los Angeles, California	$84.5M	-$51.3M	9	0.49%	Reduced
210	Fenimore Asset Management Cobleskill, New York	$83.7M	+$249K	2	3.36%	Increased
211	British Columbia Investment Management Victoria, British Columbia, Canada	$83.5M	-$303K	7	0.65%	Reduced
212	Great Lakes Advisors Chicago, Illinois	$83.4M	+$6.68M	3	1.96%	Increased
213	CA Cortland Advisers Wilmington, Delaware	$83.2M	-$2.43M	2	3.81%	Reduced
214	Andra AP-fonden Goteborg, Sweden	$82M	+$3.84M	9	1.92%	Increased
215	Donald Smith & Co New York	$81.9M	+$6.98M	1	1.97%	Increased
216	Comerica Bank Dallas, Texas	$81.9M	-$513K	13	0.59%	Reduced
217	QIM Quantitative Investment Management Charlottesville, Virginia	$80.4M	+$57.4M	8	0.92%	Increased
218	Arizona State Retirement System Phoenix, Arizona	$80.2M	+$11.9M	8	0.96%	Increased
219	Horizon Kinetics New York	$80.1M	-$2.07M	2	2.35%	Reduced
220	Letko, Brosseau & Associates Montreal, Quebec, Canada	$80M	-$676K	2	0.72%	Reduced
221	KGI Kopernik Global Investors Tampa, Florida	$79.3M	+$4.49M	1	15.42%	Increased
222	Weiss Multi-Strategy Advisers New York	$77.7M	+$48.1M	4	2.88%	Increased
223	AMF Tjänstepension Stockholm, Sweden	$76.7M	-$626K	3	0.84%	Reduced
224	MBA Maple-Brown Abbott Barangaroo, Australia	$76M	-$6.17M	1	7.56%	Reduced
225	Alkeon Capital Management New York	$75.9M	+$4.78M	1	0.54%	Increased