← 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
401	LBP AM Paris, France	$145M	+$34.4M	7	1.45%	Increased
402	Perfromance Wealth Partners Hinsdale, Illinois	$145M	+$2.9M	1	3.6%	Increased
403	Wealthfront Advisers Palo Alto, California	$145M	+$8.26M	19	0.28%	Increased
404	Regions Financial Corp Birmingham, Alabama	$145M	-$1.19M	10	0.86%	Reduced
405	GAI General American Investors New York	$143M	-$20.4M	4	8.44%	Reduced
406	Hood River Capital Management Palm Beach Gardens, Florida	$142M	+$17.6M	3	1.03%	Increased
407	Davidson Kempner Capital Management New York	$141M	+$92.2M	4	1.68%	Increased
408	Horizon Kinetics Asset Management New York	$141M	+$5.8M	4	1.6%	Increased
409	Vanguard Personalized Indexing Management Oakland, California	$140M	+$3.29M	25	1.15%	Increased
410	FAM Foxhaven Asset Management Charlottesville, Virginia	$138M	+$157M	1	3.71%	New
411	Yacktman Asset Management Austin, Texas	$138M	-$36.7K	1	1.71%	Reduced
412	SAM Scopus Asset Management New York	$138M	-$2.84M	5	1.93%	Reduced
413	AE Wealth Management Topeka, Kansas	$137M	-$5.36M	24	0.64%	Reduced
414	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$137M	+$23.8M	5	7.48%	Increased
415	Thompson Siegel & Walmsley Richmond, Virginia	$135M	-$29.3M	6	2.43%	Reduced
416	Utah Retirement Systems Salt Lake City, Utah	$135M	-$7.95M	15	1.29%	Reduced
417	OCAM Owl Creek Asset Management New York	$135M	+$45.2M	5	11.16%	Increased
418	Rathbones Group Liverpool, United Kingdom	$135M	+$8.03M	16	0.5%	Increased
419	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$133M	+$74.8M	6	0.85%	Increased
420	Hudson Bay Capital Management Stamford, Connecticut	$133M	+$15.6M	12	0.36%	Increased
421	Verition Fund Management Greenwich, Connecticut	$132M	+$55.2M	9	0.67%	Increased
422	AustralianSuper Melbourne, Australia	$131M	-$4.7M	4	0.57%	Reduced
423	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$131M	-$3.43M	11	0.91%	Reduced
424	RAM RWC Asset Management London, United Kingdom	$131M	+$5.36M	7	4.96%	Increased
425	Commerce Bank Kansas City, Missouri	$131M	-$13.1M	15	0.57%	Reduced