← 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
376	Ceredex Value Advisors Orlando, Florida	$39.3M	+$420K	3	0.63%	Increased
377	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$39.1M	+$1.29M	5	0.7%	Increased
378	WorldQuant Millennium Advisors New York	$39M	+$1.61M	3	0.66%	Increased
379	ACG Aventail Capital Group New York	$38.8M	+$25.9M	2	3.95%	Increased
380	Jefferies Financial Group New York	$38.5M	-$40.6M	8	0.34%	Reduced
381	NSCM New South Capital Management Memphis, Tennessee	$38M	-$1.63M	1	1.69%	Reduced
382	PIM Platinum Investment Management Sydney Australia 2000, Australia	$37.8M	+$32.9K	1	1.31%	Increased
383	Nisa Investment Advisors St. Louis, Missouri	$37.7M	-$4.12M	19	0.28%	Reduced
384	TAM Telemark Asset Management Boston, Massachusetts	$37.6M	-$1.47M	1	5.1%	Reduced
385	PCP P2 Capital Partners New York	$37.1M	+$12.3M	1	4.32%	Increased
386	SG Americas Securities New York	$37M	+$16.1M	15	0.28%	Increased
387	Employees Retirement System of Texas Austin, Texas	$36.6M	+$19.7M	1	0.5%	Increased
388	Oregon Public Employees Retirement Fund Tigard, Oregon	$36.5M	-$11.9M	11	0.43%	Reduced
389	Eventide Asset Management Boston, Massachusetts	$36.4M	$0	1	0.62%	Maintained
390	M&T Bank Buffalo, New York	$36.2M	-$307K	13	0.14%	Reduced
391	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$36M	+$4.88M	1	3.37%	Increased
392	CM Crestline Management Fort Worth, Texas	$35.9M	-$15M	6	3.75%	Reduced
393	Virginia Retirement Systems Richmond, Virginia	$35.6M	-$1.15M	6	0.34%	Reduced
394	Magnetar Financial Evanston, Illinois	$35.6M	-$2.52M	3	0.78%	Reduced
395	HA Heartland Advisors Milwaukee, Wisconsin	$35.5M	-$11M	3	2.03%	Reduced
396	Andra AP-fonden Goteborg, Sweden	$35.3M	+$12.8M	6	0.89%	Increased
397	O'Shaughnessy Asset Management Stamford, Connecticut	$35.2M	-$2.04M	9	0.52%	Reduced
398	HIM HughesLittle Investment Management Vancouver,	$35.2M	$0	1	9.94%	Maintained
399	Alyeska Investment Group Chicago, Illinois	$35.1M	-$15.7M	2	0.26%	Reduced
400	EP Wealth Advisors Torrance, California	$35M	+$8.27M	4	0.51%	Increased