← 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
126	BRIM Broad Run Investment Management Arlington, Virginia	$209M	+$1.99M	1	7.32%	Increased
127	Putnam Investments Boston, Massachusetts	$209M	+$5.74M	6	0.49%	Increased
128	Select Equity Group New York	$205M	+$4.54M	1	1.46%	Increased
129	Lord, Abbett & Co Jersey City, New Jersey	$202M	+$29.4M	6	0.6%	Increased
130	HSBC Holdings London, United Kingdom	$200M	-$19.4M	12	0.37%	Reduced
131	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$199M	+$8.31M	4	1.31%	Increased
132	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$195M	-$61.6M	3	1.83%	Reduced
133	PC Paulson & Co New York	$194M	+$182M	1	2.62%	New
134	BWA Brave Warrior Advisors New York	$184M	-$73.4M	1	8.13%	Reduced
135	Gabelli Funds Rye, New York	$181M	-$3.09M	11	1.07%	Reduced
136	Wedge Capital Management Charlotte, North Carolina	$177M	-$5.34M	4	1.69%	Reduced
137	Macquarie Group Sydney, NSW 2000, Australia	$174M	-$10.8M	8	0.32%	Reduced
138	D.E. Shaw & Co New York	$169M	+$4.05M	10	0.28%	Increased
139	Sculptor Capital New York	$169M	+$160M	1	0.89%	New
140	TAM Third Avenue Management New York	$168M	-$121K	1	7.49%	Reduced
141	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$167M	-$2M	4	1.06%	Reduced
142	Global X Management Company New York	$166M	+$27.3M	15	5.23%	Increased
143	Davidson Kempner Capital Management New York	$161M	+$151M	1	2.21%	New
144	W.H. Reaves & Co Jersey City, New Jersey	$158M	-$5.13M	4	5.85%	Reduced
145	Chevy Chase Trust Bethesda, Maryland	$158M	+$340K	7	0.76%	Increased
146	LC LNZ Capital New York	$157M	+$54M	3	19.25%	Increased
147	SC Sasco Capital Fairfield, Connecticut	$156M	-$7.06M	1	4.4%	Reduced
148	Panagora Asset Management Boston, Massachusetts	$156M	-$12.5M	10	0.63%	Reduced
149	Aperio Group Sausalito, California	$154M	+$6.69M	12	0.94%	Increased
150	Balyasny Asset Management Chicago, Illinois	$154M	+$84.6M	10	0.63%	Increased