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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	Pendal Group Sydney, Australia	$96.5M	-$40.1M	2	1.25%	Reduced
202	Regions Financial Corp Birmingham, Alabama	$96M	-$11M	14	1.04%	Reduced
203	Pzena Investment Management New York	$95.6M	+$63.4M	4	0.47%	Increased
204	LCS Levin Capital Strategies New York	$93M	+$114M	2	1.57%	Increased
205	KI Koch Industries Wichita, Kansas	$91.5M	+$441K	4	13.38%	Increased
206	Teacher Retirement System of Texas Austin, Texas	$91.4M	+$9.79M	10	0.61%	Increased
207	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$90.6M	-$2.71M	7	0.78%	Reduced
208	SJIC St. James Investment Company Southlake, Texas	$89.9M	-$6.58M	3	10.39%	Reduced
209	Great Lakes Advisors Chicago, Illinois	$88.3M	-$1.74M	3	1.94%	Reduced
210	Intact Investment Management Montreal, Quebec, Canada	$88.1M	-$1.19M	4	3.54%	Reduced
211	Fenimore Asset Management Cobleskill, New York	$87.9M	-$305K	2	3.34%	Reduced
212	ZP Zimmer Partners New York	$86.5M	+$4.47M	3	2.11%	Increased
213	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$86.3M	-$3.88M	7	1.06%	Reduced
214	Letko, Brosseau & Associates Montreal, Quebec, Canada	$84.2M	-$1.9M	2	0.74%	Reduced
215	Donald Smith & Co New York	$83.1M	-$3.4M	1	2.01%	Reduced
216	Arizona State Retirement System Phoenix, Arizona	$82.1M	+$3.95M	8	0.8%	Increased
217	Squarepoint New York	$82.1M	+$49.5M	9	1.43%	Increased
218	Alkeon Capital Management New York	$81.8M	-$141K	1	0.48%	Reduced
219	Horizon Kinetics New York	$81.7M	-$2.68M	2	2.4%	Reduced
220	NSCM New South Capital Management Memphis, Tennessee	$81.6M	+$2.37M	1	1.9%	Increased
221	KGI Kopernik Global Investors Tampa, Florida	$80.2M	+$4.57M	1	14.88%	Increased
222	Commonwealth Equity Services Waltham, Massachusetts	$77.5M	+$2.26M	13	0.42%	Increased
223	Comerica Bank Dallas, Texas	$77.4M	+$1.38M	13	0.52%	Increased
224	CA Cortland Advisers Wilmington, Delaware	$76.6M	-$6.41M	2	3.52%	Reduced
225	AIG American International Group New York	$76.4M	+$5.11M	12	0.25%	Increased