← 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
101	DZ Bank Frankfurt Am Main, Germany	$969M	-$241M	13	0.86%	Reduced
102	MP MFN Partners Boston, Massachusetts	$958M	$0	1	20.06%	Maintained
103	Schroder Investment Management Group London, United Kingdom	$951M	-$229M	12	0.78%	Reduced
104	Susquehanna International Group Bala Cynwyd, Pennsylvania	$909M	-$296M	40	0.1%	Reduced
105	Hotchkis & Wiley Capital Management Los Angeles, California	$889M	-$1.7M	2	2.74%	Reduced
106	SEI Investments Oaks, Pennsylvania	$889M	-$48.7M	27	0.82%	Reduced
107	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$886M	-$313M	25	1.27%	Reduced
108	Ensign Peak Advisors Salt Lake City, Utah	$879M	-$28.8M	18	1.64%	Reduced
109	BNP Paribas Asset Management Paris, France	$874M	+$301M	22	1.01%	Increased
110	Thrivent Financial for Lutherans Minneapolis, Minnesota	$862M	+$197M	20	1.64%	Increased
111	Tiger Global Management New York	$849M	$0	1	3.72%	Maintained
112	Stifel Financial St. Louis, Missouri	$846M	+$489K	32	0.78%	Increased
113	Artisan Partners Milwaukee, Wisconsin	$827M	-$258M	4	1.33%	Reduced
114	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$817M	+$60.2M	14	2.01%	Increased
115	Soroban Capital Partners New York	$811M	-$663M	3	1.57%	Reduced
116	Fred Alger Management New York	$798M	-$486M	7	3.51%	Reduced
117	Holocene Advisors New York	$797M	+$194M	14	1.92%	Increased
118	Cohen & Steers New York	$794M	-$24.4M	11	1.38%	Reduced
119	Korea Investment Corp Seoul, South Korea	$782M	-$4.67M	14	1.62%	Reduced
120	New York State Common Retirement Fund Albany, New York	$781M	-$7.84M	24	1.09%	Reduced
121	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$769M	+$4.78M	39	2.77%	Increased
122	D.E. Shaw & Co New York	$758M	-$431M	34	0.46%	Reduced
123	Natixis Advisors Boston, Massachusetts	$745M	+$8.13M	15	1.04%	Increased
124	CIBC Bancorp USA Chicago, Illinois	$736M	+$719M	21	0.99%	New
125	Prudential Financial Newark, New Jersey	$722M	+$99.6M	21	0.89%	Increased