← 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
251	NSCM New South Capital Management Memphis, Tennessee	$49.9M	+$10.6M	1	1.26%	Increased
252	Pinnacle Associates New York	$49.4M	+$1.75M	4	0.92%	Increased
253	Prudential plc London, England, United Kingdom	$48.4M	-$2.24M	3	0.21%	Reduced
254	ED Exane Derivatives Paris, France	$48.1M	+$31.8M	9	5.31%	Increased
255	Factory Mutual Insurance Waltham, Massachusetts	$48.1M	+$10.4M	3	0.63%	Increased
256	BAMCO Inc New York	$47.3M	+$15.2M	1	0.18%	Increased
257	LPL Financial San Diego, California	$47.2M	+$47.2K	14	0.24%	Increased
258	TCW Group Los Angeles, California	$46.7M	-$197K	8	0.22%	Reduced
259	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.9M	+$328K	1	1.11%	Increased
260	Synovus Financial Columbus, Georgia	$45.1M	+$358K	10	1.16%	Increased
261	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$44.9M	+$16.2M	1	2.48%	Increased
262	GA Geneva Advisors Chicago, Illinois	$44.7M	+$412K	4	0.81%	Increased
263	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$44.2M	-$19.4M	1	0.5%	Reduced
264	First Pacific Advisors El Segundo, California	$43.9M	-$4.65M	1	0.36%	Reduced
265	Los Angeles Capital Management Los Angeles, California	$43.4M	-$4.34M	8	0.4%	Reduced
266	Jupiter Investment Management London, United Kingdom	$42.8M	+$10.6M	5	1.36%	Increased
267	London Company of Virginia Richmond, Virginia	$42.6M	-$12.9M	2	0.39%	Reduced
268	Commonwealth Equity Services Waltham, Massachusetts	$42.5M	-$721K	11	0.44%	Reduced
269	MIS Morningstar Investment Services Chicago, Illinois	$42.5M	+$7.8M	2	1.85%	Increased
270	CIBC Private Wealth Group Atlanta, Georgia	$42.2M	+$28.9M	7	0.31%	Increased
271	QS Investors New York	$41.6M	-$1.47M	8	0.47%	Reduced
272	Hamlin Capital Management New York	$41.6M	+$817K	1	2.19%	Increased
273	ING Group Amsterdam, Netherlands	$41.4M	-$7.31M	6	0.21%	Reduced
274	KeyBank National Association Cleveland, Ohio	$41.2M	-$982K	9	0.27%	Reduced
275	SEI Investments Oaks, Pennsylvania	$41.1M	+$535K	11	0.36%	Increased