← 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	Andra AP-fonden Goteborg, Sweden	$25.7M	+$2.27M	6	0.75%	Increased
402	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$25.6M	-$1.77M	8	0.3%	Reduced
403	GLCM Greenlea Lane Capital Management Weston, Connecticut	$25.4M	-$3.55M	1	12.13%	Reduced
404	HA Heartland Advisors Milwaukee, Wisconsin	$25.3M	-$884K	2	2.25%	Reduced
405	Oppenheimer & Co New York	$25.3M	-$385K	5	0.65%	Reduced
406	NM Newtyn Management New York	$25.2M	-$2.53M	2	9.23%	Reduced
407	ZWJ Investment Counsel Atlanta, Georgia	$25.1M	+$1.16M	3	2.17%	Increased
408	Marshall Wace Asia Central, Hong Kong	$25M	+$30.7M	1	0.55%	Increased
409	MCM Moerus Capital Management New York	$25M	-$6.29M	2	13.9%	Reduced
410	ISSM Invesco Senior Secured Management New York	$24.9M	-$4.75M	1	18.99%	Reduced
411	Achmea Investment Management Zeist, Netherlands	$24.2M	+$4.22M	4	0.82%	Increased
412	Loomis, Sayles & Company Boston, Massachusetts	$24.2M	-$11M	5	0.04%	Reduced
413	Mawer Investment Management Calgary, Alberta, Canada	$24.2M	-$102K	1	0.18%	Reduced
414	William Blair & Company Chicago, Illinois	$24M	-$451K	9	0.11%	Reduced
415	DZ Bank Frankfurt Am Main, Germany	$23.9M	-$11.5M	9	0.06%	Reduced
416	WesBanco Bank Wheeling, West Virginia	$23.8M	-$136K	4	1.17%	Reduced
417	WBC Westpac Banking Corp Sydney, Australia	$23.7M	-$4.23M	8	0.35%	Reduced
418	ProShare Advisors Bethesda, Maryland	$23.5M	+$298K	9	0.13%	Increased
419	Eaton Vance Management Boston, Massachusetts	$23.4M	-$1.54M	6	0.05%	Reduced
420	MP Mangrove Partners Greenwich, Connecticut	$23.2M	-$11.2M	1	5.67%	Reduced
421	CDH Charles D. Hyman	$23M	+$1.77M	2	2.22%	Increased
422	CC Clearline Capital New York	$23M	+$27.5M	1	7.5%	Increased
423	AC Alleghany Corporation New York	$22.8M	-$5.87M	1	1.83%	Reduced
424	SAM Securian Asset Management St Paul, Minnesota	$22.7M	+$1.22M	8	0.58%	Increased
425	KCM Kanawha Capital Management Richmond, Virginia	$22.5M	+$121K	3	2.79%	Increased