← 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
326	Zurich Insurance Group Zurich, Switzerland	$26.5M	+$26.4M	2	0.98%	New
327	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26.3M	-$1.5M	1	1.48%	Reduced
328	Natixis Paris, France	$26.1M	-$6.27M	4	0.54%	Reduced
329	GACM Green Arrow Capital Management New York	$24.8M	+$10.9M	4	4.64%	Increased
330	Hancock Whitney Gulfport, Mississippi	$24.6M	+$16.3M	4	1.03%	Increased
331	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$24.5M	+$1.33M	8	0.52%	Increased
332	CC Chubb Corp Warren, New Jersey	$24.4M	$0	1	1.41%	Maintained
333	Oppenheimer & Co New York	$24.2M	-$3.35M	7	0.74%	Reduced
334	Silvercrest Asset Management New York	$24M	-$2.97M	5	0.36%	Reduced
335	First Pacific Advisors El Segundo, California	$23.6M	-$26.6M	1	0.2%	Reduced
336	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$23.4M	+$9.47M	3	0.92%	Increased
337	United Capital Financial Advisors Irving, Texas	$23M	-$1.87M	6	0.28%	Reduced
338	JIR James Investment Research Alpha, Ohio	$22.8M	+$8.13M	4	0.61%	Increased
339	CAM Capstone Asset Management Houston, Texas	$22.8M	+$358K	11	0.7%	Increased
340	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$22.5M	-$4.98M	1	2.75%	Reduced
341	DILH Dai-ichi Life Holdings Tokyo, Japan	$22.5M	+$4.69M	6	0.7%	Increased
342	Employees Retirement System of Texas Austin, Texas	$22.3M	$0	7	0.32%	Maintained
343	Nisa Investment Advisors St. Louis, Missouri	$22.3M	-$474K	8	0.34%	Reduced
344	Norinchukin Bank Tokyo, Japan	$22.3M	+$1.43M	7	0.58%	Increased
345	GC GMT Capital Atlanta, Georgia	$22.1M	$0	1	0.56%	Maintained
346	Donaldson Capital Management Evansville, Indiana	$22M	+$134K	2	3.28%	Increased
347	Davis Selected Advisers Tucson, Arizona	$21.7M	-$99.9K	1	0.09%	Reduced
348	BAM Bruderman Asset Management Locust Valley, New York	$21.6M	+$10.1M	8	8.49%	Increased
349	NEAM New England Asset Management Farmington, Connecticut	$21.4M	+$4.12M	6	0.54%	Increased
350	Mutual of America Capital Management New York	$21.2M	+$257K	7	0.5%	Increased