← 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	Första AP-fonden Stockholm, Sweden	$140M	+$5.78M	9	0.99%	Increased
302	State of Michigan Retirement System Lansing, Michigan	$140M	-$1.17M	12	0.73%	Reduced
303	FFM Fullerton Fund Management Singapore	$139M	-$154M	4	4.87%	Reduced
304	BAMCO Inc New York	$137M	+$25M	1	0.36%	Increased
305	PointState Capital New York	$137M	+$82.4M	2	2.5%	Increased
306	Marsico Capital Management Denver, Colorado	$137M	+$35.8M	1	3.72%	Increased
307	KLP Kapitalforvaltning Oslo, Norway	$137M	+$140M	10	0.65%	New
308	Mizuho Markets Americas New York	$136M	+$81.9M	6	2.43%	Increased
309	M&G plc London, United Kingdom	$135M	-$62.9M	4	0.84%	Reduced
310	CET Clean Energy Transition London, United Kingdom	$135M	-$79.3M	2	5.04%	Reduced
311	SCA Southpoint Capital Advisors New York	$134M	$0	1	3.15%	Maintained
312	Thompson Siegel & Walmsley Richmond, Virginia	$134M	-$44.9M	8	2.08%	Reduced
313	Discovery Capital Management South Norwalk, Connecticut	$133M	+$25.6M	6	9.05%	Increased
314	GF Greenhouse Funds Baltimore, Maryland	$132M	+$6.71M	2	5.52%	Increased
315	UniSuper Management Melbourne, Victoria, Australia	$132M	+$5.36M	10	0.95%	Increased
316	CCM Cinctive Capital Management New York	$132M	+$65.5M	9	6.71%	Increased
317	CIBC World Markets New York	$132M	+$62.9M	16	0.77%	Increased
318	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$131M	+$134M	11	1.87%	New
319	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$131M	+$55.9M	1	5.91%	Increased
320	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$130M	-$2.92M	1	4.42%	Reduced
321	Encompass Capital Advisors New York	$130M	-$147M	4	4.88%	Reduced
322	Cerity Partners New York	$129M	+$612K	17	0.28%	Increased
323	Comerica Bank Dallas, Texas	$129M	+$15.2M	21	0.52%	Increased
324	RAM RWC Asset Management London, United Kingdom	$129M	+$109M	5	6.47%	Increased
325	Cambridge Investment Research Advisors Fairfield, Iowa	$129M	+$4.76M	30	0.43%	Increased