← 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	CIBC World Market Toronto, Ontario, Canada	$940M	-$24.8M	19	1.97%	Reduced
77	VanEck Associates New York	$939M	+$348M	22	1.2%	Increased
78	Schroder Investment Management Group London, United Kingdom	$922M	+$221M	10	0.88%	Increased
79	Citigroup New York	$920M	+$90.3M	33	0.55%	Increased
80	BNP Paribas Financial Markets Paris, France	$918M	+$91.3M	28	0.51%	Increased
81	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$911M	+$52.1M	8	0.86%	Increased
82	Bank of Nova Scotia Toronto, Ontario, Canada	$910M	-$127M	15	1.59%	Reduced
83	Jacobs Levy Equity Management Florham Park, New Jersey	$864M	+$241M	8	3.06%	Increased
84	Bessemer Group Woodbridge, New Jersey	$856M	+$202M	18	1.4%	Increased
85	D.E. Shaw & Co New York	$826M	+$275M	26	0.61%	Increased
86	Janus Henderson Group London,	$821M	-$76.4M	22	0.42%	Reduced
87	Point72 Asset Management Stamford, Connecticut	$815M	+$297M	11	1.8%	Increased
88	Federated Hermes Pittsburgh, Pennsylvania	$812M	-$212M	15	1.78%	Reduced
89	Soroban Capital Partners New York	$808M	-$45.7M	2	10.82%	Reduced
90	Mitsubishi UFJ Asset Management Tokyo, Japan	$797M	+$63.9M	13	0.77%	Increased
91	Marshall Wace London, United Kingdom	$796M	+$153M	20	0.96%	Increased
92	William Blair Investment Management Chicago, Illinois	$785M	+$122M	6	1.92%	Increased
93	Russell Investments Group London, United Kingdom	$782M	+$135M	27	1.08%	Increased
94	T. Rowe Price Investment Management Baltimore, Maryland	$780M	-$104M	3	0.48%	Reduced
95	Ensign Peak Advisors Salt Lake City, Utah	$762M	+$14.4M	16	1.35%	Increased
96	First Trust Advisors Wheaton, Illinois	$753M	+$131M	22	0.66%	Increased
97	VOYA Investment Management Atlanta, Georgia	$743M	+$248M	21	0.77%	Increased
98	ALPS Advisors Denver, Colorado	$731M	-$31.4M	14	4.62%	Reduced
99	Cohen & Steers New York	$722M	+$7.81M	9	1.37%	Increased
100	LPL Financial San Diego, California	$715M	+$83.1M	34	0.29%	Increased