← 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	ESBC E.S. Barr & Co Lexington, Kentucky	$32.6M	-$423K	1	2.66%	Reduced
402	William Blair & Company Chicago, Illinois	$32.5M	+$868K	11	0.14%	Increased
403	GAMCO Investors Greenwich, Connecticut	$32.4M	-$892K	4	0.36%	Reduced
404	Waratah Capital Advisors Toronto, Ontario, Canada	$32.2M	+$6.82M	3	0.71%	Increased
405	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$31.8M	-$4.57M	2	0.17%	Reduced
406	Brevan Howard Capital Management St. Helier, Jersey	$31.8M	+$16.9M	1	1.31%	Increased
407	Kestra Advisory Services Austin, Texas	$31.8M	+$3.95M	15	0.33%	Increased
408	New York Life Investment Management New York	$31.8M	+$33.1M	6	0.37%	New
409	ZWJ Investment Counsel Atlanta, Georgia	$31.4M	+$462K	3	1.83%	Increased
410	Jefferies Group New York	$31.3M	-$4.58M	7	0.26%	Reduced
411	SFM Systematic Financial Management Teaneck, New Jersey	$31.3M	+$2.41M	3	1.09%	Increased
412	TIAA FSB Jacksonville, Florida	$31.1M	-$497K	7	0.12%	Reduced
413	Acadian Asset Management Boston, Massachusetts	$31M	+$26.8M	7	0.16%	Increased
414	ACM Azarias Capital Management Berwyn, Pennsylvania	$30.9M	+$2.62M	5	33.59%	Increased
415	EP Edgestream Partners Princeton, New Jersey	$30.8M	+$16M	5	2.43%	Increased
416	PineBridge Investments New York	$30.5M	+$12.9M	5	0.38%	Increased
417	Capital Group Private Client Services Los Angeles, California	$30.4M	-$7.59M	2	0.39%	Reduced
418	OWIM Old West Investment Management Los Angeles, California	$30.3M	-$3.26M	5	21.21%	Reduced
419	ISSM Invesco Senior Secured Management New York	$30.3M	$0	1	30.52%	Maintained
420	Cetera Advisor Networks El Segundo, California	$30.2M	+$292K	16	0.39%	Increased
421	Winton Group London, United Kingdom	$30.2M	+$6.04M	9	1.6%	Increased
422	Private Management Group Irvine, California	$30.1M	+$863K	1	1.32%	Increased
423	Cooperman Leon G	$30M	+$13M	1	2.06%	Increased
424	Weiss Asset Management Boston, Massachusetts	$29.9M	+$26.4M	2	0.73%	Increased
425	GFWEX G.F.W. Energy XII Dallas, Texas	$29.8M	+$29.8M	1	32.49%	New