← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
301
P3I
Progeny 3 Inc
Washington
$104M $0 1 9.95% Maintained
302
Hood River Capital Management
Hood River Capital Management
Florida
$104M +$50M 3 2.15% Increased
303
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$103M +$33.7M 12 0.19% Increased
304
CIBC World Markets
CIBC World Markets
New York
$103M +$9.6M 13 0.67% Increased
305
YCM
Yaupon Capital Management
New York
$102M +$16.2M 5 5.18% Increased
306
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$102M -$72.8M 1 3.44% Reduced
307
Twin Tree Management
Twin Tree Management
Texas
$101M +$6.65M 5 0.23% Increased
308
DnB Asset Management
DnB Asset Management
Norway
$99.5M +$31.1M 8 0.47% Increased
309
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$99.2M -$36.4M 4 2.79% Reduced
310
RCW
Rheos Capital Works
Japan
$98.9M -$20.4M 5 5.18% Reduced
311
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$98.7M +$43.1M 8 0.44% Increased
312
FACM
Forest Avenue Capital Management
Florida
$98.1M +$21.9M 3 13.58% Increased
313
Första AP-fonden
Första AP-fonden
Sweden
$98M +$9.03M 9 0.87% Increased
314
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$97.8M +$1.33M 1 3.76% Increased
315
Eventide Asset Management
Eventide Asset Management
Massachusetts
$97.3M +$21.9M 4 1.67% Increased
316
Creative Planning
Creative Planning
Kansas
$97.2M +$15.9M 20 0.1% Increased
317
Marsico Capital Management
Marsico Capital Management
Colorado
$96.3M +$89M 1 2.88% New
318
TC
TwinBeech Capital
New York
$95.8M +$19.9M 6 1.88% Increased
319
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$95.1M +$41.7M 10 2.19% Increased
320
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$93.4M +$12M 25 0.35% Increased
321
Comerica Bank
Comerica Bank
Texas
$93.3M -$9.12M 18 0.39% Reduced
322
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$92.9M -$116M 14 0.56% Reduced
323
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$92.7M -$2.09M 13 0.53% Reduced
324
Amalgamated Bank
Amalgamated Bank
New York
$91.6M -$1.73M 21 0.78% Reduced
325
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$89M +$23M 19 0.21% Increased