← 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
276	Soros Fund Management New York	$40.3M	-$175K	1	0.3%	Reduced
277	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$40.3M	-$1.49M	7	0.86%	Reduced
278	Commonwealth Equity Services Waltham, Massachusetts	$40M	+$1.93M	10	0.49%	Increased
279	LI LMCG Investments Boston, Massachusetts	$39.5M	-$47K	4	0.89%	Reduced
280	CCI Columbus Circle Investors	$39M	+$264K	1	0.28%	Increased
281	KeyBank National Association Cleveland, Ohio	$38.9M	-$1.53M	9	0.27%	Reduced
282	Jupiter Investment Management London, United Kingdom	$38.7M	+$25.5M	4	1.91%	Increased
283	Fjarde Ap-fonden Stockholm, Sweden	$37.9M	-$3.19M	7	0.81%	Reduced
284	TU TDAM USA Toronto, Ontario, Canada	$37.6M	-$117K	5	1.63%	Reduced
285	TGI Tradewinds Global Investors Los Angeles, California	$37.4M	+$1.09M	1	1.38%	Increased
286	Royal London Asset Management United Kingdom	$37.4M	+$1.98M	8	0.94%	Increased
287	Vaughan David Investments Peoria, Illinois	$37.4M	+$242K	3	2.28%	Increased
288	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$37M	-$1.81M	2	2.3%	Reduced
289	IRF IBM Retirement Fund Armonk, New York	$36.8M	-$2.23M	8	0.73%	Reduced
290	GC Greenlight Capital New York	$36.8M	-$4.83M	1	0.53%	Reduced
291	Rothschild & Co Asset Management US Stamford, Connecticut	$36.8M	-$1.07M	2	0.79%	Reduced
292	ExxonMobil Investment Management Irving, Texas	$36.7M	-$1.29M	7	0.85%	Reduced
293	Confluence Investment Management St. Louis, Missouri	$36.4M	+$2.22M	2	1.62%	Increased
294	GA Geneva Advisors Chicago, Illinois	$35.8M	+$456K	4	0.68%	Increased
295	PP Prospector Partners Guilford, Connecticut	$35.8M	+$43.3M	4	1.96%	Increased
296	Nomura Asset Management Tokyo, Japan	$35.6M	-$3.78M	7	0.63%	Reduced
297	DekaBank Deutsche Girozentrale Frankfurt, Germany	$35.3M	+$8.32M	9	0.48%	Increased
298	SEI Trust Company Oaks, Pennsylvania	$35.3M	+$6.93M	9	0.34%	Increased
299	Asset Management One Tokyo, Japan	$35.2M	-$454K	9	0.49%	Reduced
300	Factory Mutual Insurance Waltham, Massachusetts	$35.2M	-$2.99M	3	0.49%	Reduced