← All themes

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
226	CCMH Cornerstone Capital Management Holdings New York	$55.7M	+$1.12M	7	0.67%	Increased
227	Allstate Corporation Northbrook, Illinois	$55.5M	-$2.58M	3	2.15%	Reduced
228	Gateway Investment Advisers Cincinnati, Ohio	$55.3M	+$879K	7	0.47%	Increased
229	State of Michigan Retirement System Lansing, Michigan	$55.3M	+$234K	7	0.48%	Increased
230	Glenmede Trust Philadelphia, Pennsylvania	$54.8M	-$2.33M	11	0.65%	Reduced
231	RCM Riverhead Capital Management Wilmington, Delaware	$53.3M	+$670K	7	1.73%	Increased
232	Loomis, Sayles & Company Boston, Massachusetts	$53.1M	+$16.2M	2	0.17%	Increased
233	KAM Keeley Asset Management Chicago, Illinois	$52.4M	-$1.47M	2	0.97%	Reduced
234	Rothschild & Co Asset Management US Stamford, Connecticut	$50.9M	+$18.6M	3	1.11%	Increased
235	Pinnacle Associates New York	$50.6M	-$931K	4	1.05%	Reduced
236	CI Global Investments Oakland, California	$50.5M	+$46.1M	1	1.91%	New
237	Addenda Capital Montreal, Quebec, Canada	$49.4M	+$7.85M	2	4.54%	Increased
238	Fenimore Asset Management Cobleskill, New York	$48.5M	-$153K	1	2.93%	Reduced
239	FAMT Fenimore Asset Management Trust Cobleskill, New York	$48.5M	+$47.3M	1	2.93%	New
240	MSA Mason Street Advisors Milwaukee, Wisconsin	$47.7M	+$3.44M	9	0.54%	Increased
241	Nomura Asset Management Tokyo, Japan	$47.7M	-$5.68M	7	0.9%	Reduced
242	TGI Tradewinds Global Investors Los Angeles, California	$47.5M	-$42.9M	2	1.27%	Reduced
243	abrdn Investment Management Edinburgh, United Kingdom	$47.4M	-$77.9M	7	0.27%	Reduced
244	Bahl & Gaynor Cincinnati, Ohio	$47.3M	+$2.46M	2	0.85%	Increased
245	KCM Kingstown Capital Management New York	$47.2M	$0	1	7.2%	Maintained
246	Starboard Value New York	$46.6M	+$13.1M	2	3.74%	Increased
247	Artisan Partners Milwaukee, Wisconsin	$46.6M	-$10.8M	1	0.09%	Reduced
248	TSU TD Securities (USA) New York	$46.5M	+$324K	7	0.89%	Increased
249	Korea Investment Corp Seoul, South Korea	$46.4M	-$987K	7	0.49%	Reduced
250	KBC Group Brussels, Belgium	$44.4M	-$49.7M	8	0.71%	Reduced