← 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	Fidelity International Hamilton, Bermuda	$24.5M	+$19.3M	3	0.07%	Increased
327	CAM Capstone Asset Management Houston, Texas	$24.1M	+$1.19M	11	0.69%	Increased
328	Edmond de Rothschild Holding Chambesy, Switzerland	$23.7M	+$193K	3	0.63%	Increased
329	Edmond de Rothschild Asset Management (France) Paris, France	$23.3M	+$235K	1	0.82%	Increased
330	CEP Chicago Equity Partners Chicago, Illinois	$23.3M	-$8.56M	3	0.62%	Reduced
331	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$22.9M	+$2.32M	1	2.63%	Increased
332	BAM Bruderman Asset Management Locust Valley, New York	$22.6M	+$432K	8	8.51%	Increased
333	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$22.4M	+$5.41M	1	2.28%	Increased
334	DCM Dupont Capital Management Wilmington, Delaware	$22.1M	-$8.77M	5	0.53%	Reduced
335	United Capital Financial Advisors Irving, Texas	$22M	-$1.49M	6	0.25%	Reduced
336	Intact Investment Management Montreal, Quebec, Canada	$22M	+$7.1M	3	0.98%	Increased
337	Capital Fund Management (CFM) Paris, France	$21.8M	+$15.1M	3	0.22%	Increased
338	TCTC Holdings Dallas, Texas	$21.7M	+$112K	4	1.3%	Increased
339	Davis Selected Advisers Tucson, Arizona	$21.5M	-$234K	1	0.09%	Reduced
340	SAM Securian Asset Management St Paul, Minnesota	$21.5M	+$2.34M	7	0.64%	Increased
341	Donaldson Capital Management Evansville, Indiana	$21.2M	-$17.3K	2	3.09%	Reduced
342	Employees Retirement System of Texas Austin, Texas	$21.1M	-$1.76M	7	0.29%	Reduced
343	ELC Edgar Lomax Company Kingstowne, Virginia	$21M	+$13.3M	1	1.54%	Increased
344	Livforsakringsbolaget Skandia Stockholm, Sweden	$21M	+$4.58M	7	0.99%	Increased
345	Mitsubishi UFJ Asset Management Tokyo, Japan	$21M	+$647K	7	0.61%	Increased
346	Mutual of America Capital Management New York	$20.9M	-$109K	7	0.47%	Reduced
347	Norinchukin Bank Tokyo, Japan	$20.9M	-$1.57M	7	0.53%	Reduced
348	Oppenheimer & Co New York	$20.9M	-$2.86M	6	0.62%	Reduced
349	GC GW Capital Bellevue, Washington	$20.8M	-$178K	1	1.44%	Reduced
350	Becker Capital Management Portland, Oregon	$20.8M	-$117K	1	0.91%	Reduced