← 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
301	CAM Capstone Asset Management Houston, Texas	$28.8M	+$548K	12	0.69%	Increased
302	Waddell & Reed Financial Overland Park, Kansas	$28.6M	-$3.75M	2	0.05%	Reduced
303	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$28.2M	+$178K	8	0.47%	Increased
304	OI Oakbrook Investments Lisle, Illinois	$28.1M	-$3.44M	7	0.82%	Reduced
305	TAM Taylor Asset Management Toronto, Ontario, Canada	$28.1M	-$3.56M	1	3.65%	Reduced
306	PEAK6 Group Chicago, Illinois	$27.9M	+$20.7M	11	0.19%	Increased
307	Schroder Investment Management Group London, United Kingdom	$27.7M	-$7.77M	11	0.07%	Reduced
308	QS Investors New York	$27.7M	-$6.9M	7	1.2%	Reduced
309	First Citizens Bank & Trust Raleigh, North Carolina	$27.6M	+$2.02M	9	1.05%	Increased
310	London Company of Virginia Richmond, Virginia	$27.2M	-$32.4M	1	0.37%	Reduced
311	Aberdeen Asset Management Aberdeen, United Kingdom	$27.1M	+$2.37M	8	0.08%	Increased
312	Reinhart Partners Mequon, Wisconsin	$26.9M	+$15.3M	2	2.28%	Increased
313	Avalon Investment & Advisory Houston, Texas	$26.9M	-$7.85M	2	1.74%	Reduced
314	SAM Sentinel Asset Management Montpelier, Vermont	$26.8M	$0	2	0.56%	Maintained
315	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$26.7M	+$3.7M	1	5.51%	Increased
316	GA Geneva Advisors Chicago, Illinois	$26.5M	-$3.05M	3	0.55%	Reduced
317	Intact Investment Management Montreal, Quebec, Canada	$26.3M	-$16.7M	3	1.39%	Reduced
318	Asset Management One Tokyo, Japan	$26.2M	+$2.8M	8	0.39%	Increased
319	LCM Lakewood Capital Management New York	$26M	-$9.34M	1	2.11%	Reduced
320	Meag Munich Ergo Munich, Germany	$26M	+$4.38M	7	1.82%	Increased
321	Arrowstreet Capital Boston, Massachusetts	$25.9M	-$13.3M	3	0.16%	Reduced
322	Natixis Advisors Boston, Massachusetts	$25.7M	+$426K	10	0.47%	Increased
323	Bowen Hanes & Co Ponte Vedra Beach, Florida	$25.4M	-$1.85M	1	1.3%	Reduced
324	Utah Retirement Systems Salt Lake City, Utah	$24.8M	-$217K	8	0.8%	Reduced
325	SAM Scotia Asset Management Toronto, Ontario, Canada	$24.4M	+$93.6K	3	1.22%	Increased