← 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
76	Ensign Peak Advisors Salt Lake City, Utah	$466M	+$465M	10	1.23%	New
77	Davenport & Co Richmond, Virginia	$451M	-$10.6M	3	4.82%	Reduced
78	Duff & Phelps Investment Management Chicago, Illinois	$449M	-$2.28M	4	5.93%	Reduced
79	LSV Asset Management Chicago, Illinois	$448M	+$75.5M	6	0.7%	Increased
80	OMERS Administration Corp Toronto, Ontario, Canada	$441M	-$111M	2	5.08%	Reduced
81	Raymond James & Associates St Petersburg, Florida	$424M	-$9.98M	16	0.54%	Reduced
82	Jennison Associates New York	$422M	-$24.5M	3	0.43%	Reduced
83	American Century Companies Kansas City, Missouri	$419M	-$27.4M	7	0.4%	Reduced
84	RhumbLine Advisers Boston, Massachusetts	$413M	+$9.82M	12	0.69%	Increased
85	Hotchkis & Wiley Capital Management Los Angeles, California	$412M	+$87M	3	1.43%	Increased
86	Barclays London, United Kingdom	$403M	+$63.7M	17	0.22%	Increased
87	Allianz Asset Management Munich, Germany	$401M	-$166M	13	0.37%	Reduced
88	Amundi Asset Management US Boston, Massachusetts	$399M	+$67.9M	10	0.47%	Increased
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$398M	+$23.7M	12	0.68%	Increased
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$380M	-$89.5M	11	0.75%	Reduced
91	Victory Capital Management San Antonio, Texas	$380M	+$2.99M	11	0.46%	Increased
92	AllianceBernstein Nashville, Tennessee	$371M	-$23.7M	15	0.21%	Reduced
93	Two Sigma Advisers New York	$370M	+$16.4M	11	0.86%	Increased
94	D.E. Shaw & Co New York	$366M	+$60.7M	13	0.42%	Increased
95	AKRE Capital Management Middleburg, Virginia	$361M	+$51.7M	1	3.31%	Increased
96	Brown Advisory Baltimore, Maryland	$352M	-$34.9M	6	0.89%	Reduced
97	Millennium Management New York	$348M	-$39.2M	13	0.44%	Reduced
98	Citigroup New York	$343M	+$37.8M	20	0.25%	Increased
99	Markel Group Glen Allen, Virginia	$335M	+$698K	1	4.65%	Increased
100	Two Sigma Investments New York	$334M	+$146M	9	1.01%	Increased