← 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	MCI McDonald Capital Investors Orinda, California	$65.3M	-$4.03M	1	6.13%	Reduced
252	NSCM New South Capital Management Memphis, Tennessee	$65.2M	-$1.64M	1	2.31%	Reduced
253	CCM CAAS Capital Management New York	$64.9M	+$79.7M	1	2.13%	New
254	MBA Maple-Brown Abbott Barangaroo, Australia	$64.8M	+$9.93M	1	5.05%	Increased
255	BNP Paribas Financial Markets Paris, France	$64.7M	-$61.6M	17	0.11%	Reduced
256	Brandywine Global Investment Management Philadelphia, Pennsylvania	$64.2M	+$18M	7	0.65%	Increased
257	Snyder Capital Management San Francisco, California	$63.2M	+$3.55M	1	2.86%	Increased
258	TAM Timucuan Asset Management Jacksonville, Florida	$63M	+$62.9M	1	4.07%	New
259	Blackstone Inc New York	$61.2M	+$75.2M	1	0.26%	New
260	Horizon Kinetics Asset Management New York	$61M	-$39.2M	1	2.21%	Reduced
261	Axa Paris, France	$60.8M	-$9.37M	8	0.24%	Reduced
262	Baird Financial Group Milwaukee, Wisconsin	$60.2M	+$22.1M	8	0.23%	Increased
263	CAM Camden Asset Management Los Angeles, California	$59.5M	-$42.1M	1	2.14%	Reduced
264	Sachem Head Capital Management New York	$59.4M	+$7.63M	1	4.23%	Increased
265	Westwood Holdings Group Dallas, Texas	$58.5M	+$5.58M	3	0.77%	Increased
266	CIBC Private Wealth Group Atlanta, Georgia	$58.4M	-$74.5M	7	0.28%	Reduced
267	Kayne Anderson Capital Advisors Los Angeles, California	$57.9M	-$2.75M	2	2.2%	Reduced
268	Frontier Capital Management Boston, Massachusetts	$57.9M	-$10.3M	1	0.51%	Reduced
269	HighTower Advisors Chicago, Illinois	$56.6M	+$2.1M	13	0.31%	Increased
270	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$55.9M	+$337K	1	11.98%	Increased
271	Squarepoint New York	$54.6M	-$6.42M	9	0.88%	Reduced
272	USS Investment Management London, United Kingdom	$54.3M	+$7.7M	8	0.57%	Increased
273	CC Cannell & Co New York	$53.8M	-$6.34M	3	2.11%	Reduced
274	MSL Mackay Shields LLC New York	$53.7M	-$12.1M	8	0.43%	Reduced
275	Cubist Systematic Strategies Stamford, Connecticut	$53.7M	+$17.2M	14	0.93%	Increased