← 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	Cincinnati Financial Corp Fairfield, Ohio	$57.8M	$0	1	1.4%	Maintained
302	Capital International Inc Los Angeles, California	$57.5M	-$9.15M	3	1.16%	Reduced
303	Samlyn Capital New York	$57.1M	-$1.23M	1	1.04%	Reduced
304	Capital Group Private Client Services Los Angeles, California	$56.3M	+$11.3M	3	0.7%	Increased
305	DnB Asset Management Oslo, Norway	$56.2M	-$6.55M	7	0.36%	Reduced
306	P3I Progeny 3 Inc Kirkland, Washington	$55.9M	$0	1	9.48%	Maintained
307	SPC Silver Point Capital Greenwich, Connecticut	$55.8M	-$17.6M	1	4.76%	Reduced
308	Calamos Advisors Naperville, Illinois	$55.8M	-$7.41M	7	0.27%	Reduced
309	US Bancorp Minneapolis, Minnesota	$55.7M	-$260K	21	0.09%	Reduced
310	Wedge Capital Management Charlotte, North Carolina	$55.4M	-$32M	4	0.93%	Reduced
311	SCM Suvretta Capital Management New York	$55.2M	+$21.9M	1	2.33%	Increased
312	Cooperman Leon G	$55.1M	+$655K	1	3.32%	Increased
313	Fort Washington Investment Advisors Cincinnati, Ohio	$55M	+$1.53M	3	0.41%	Increased
314	Creative Planning Overland Park, Kansas	$54.6M	-$527K	17	0.08%	Reduced
315	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$54.4M	+$1.89M	2	1.26%	Increased
316	BG Bollard Group Boston, Massachusetts	$54.4M	+$483K	4	1.97%	Increased
317	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$54.3M	+$8.53M	1	3.39%	Increased
318	Swiss Life Asset Management Zurich,	$53.6M	+$4.95M	8	0.81%	Increased
319	YCM Yaupon Capital Management New York	$53.1M	+$31.5M	5	6.4%	Increased
320	Welch Group Birmingham, Alabama	$52.8M	+$1.36M	3	3.07%	Increased
321	Nomura Holdings Tokyo, Japan	$52.8M	+$2.42M	4	0.17%	Increased
322	GCM Greenland Capital Management New York	$52.6M	+$25M	8	5.72%	Increased
323	IFM Investors Melbourne, Australia	$52.6M	+$1.88M	8	0.8%	Increased
324	Utah Retirement Systems Salt Lake City, Utah	$52.1M	+$7.14M	12	0.75%	Increased
325	Alyeska Investment Group Chicago, Illinois	$52.1M	-$19.6M	3	0.46%	Reduced