← 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	Driehaus Capital Management Chicago, Illinois	$288M	+$37.9M	4	3.47%	Increased
127	Primecap Management Pasadena, California	$286M	-$6.34M	2	0.23%	Reduced
128	Magellan Asset Management Sydney, Australia	$284M	-$7.32M	5	2.83%	Reduced
129	Confluence Investment Management St. Louis, Missouri	$283M	+$6.86M	8	4%	Increased
130	New York State Teachers Retirement System (NYSTRS) Albany, New York	$281M	-$4.87M	11	0.63%	Reduced
131	Susquehanna International Group Bala Cynwyd, Pennsylvania	$275M	-$264M	31	0.05%	Reduced
132	Macquarie Group Sydney, NSW 2000, Australia	$274M	+$49M	15	0.32%	Increased
133	CI Investments Inc Toronto, Ontario, Canada	$270M	-$3.98M	12	1.4%	Reduced
134	TD Waterhouse Canada Toronto, Ontario, Canada	$268M	-$5.05M	20	2.5%	Reduced
135	Mitsubishi UFJ Asset Management Tokyo, Japan	$260M	+$14.6M	11	0.46%	Increased
136	Two Sigma Investments New York	$258M	+$76.9M	15	0.59%	Increased
137	Nordea Investment Management Stockholm, Sweden	$257M	-$139M	8	0.33%	Reduced
138	BNP Paribas Financial Markets Paris, France	$256M	+$77.1M	20	0.29%	Increased
139	Pacer Advisors Malvern, Pennsylvania	$252M	+$208M	12	0.71%	Increased
140	D.E. Shaw & Co New York	$250M	+$16M	17	0.22%	Increased
141	Renaissance Technologies New York	$247M	+$72.4M	18	0.38%	Increased
142	Swedbank Stockholm, Sweden	$245M	-$30.4M	4	0.39%	Reduced
143	UniSuper Management Melbourne, Victoria, Australia	$244M	+$32.2M	10	2.7%	Increased
144	Marshall Wace London, United Kingdom	$238M	+$28.1M	16	0.4%	Increased
145	Energy Income Partners Westport, Connecticut	$230M	+$20.9M	5	4.97%	Increased
146	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$230M	-$2.5M	24	2.16%	Reduced
147	Corient Private Wealth Miami, Florida	$226M	+$1.21M	15	0.42%	Increased
148	Natixis Advisors Boston, Massachusetts	$217M	+$11.8M	13	0.57%	Increased
149	Jacobs Levy Equity Management Florham Park, New Jersey	$216M	-$35.9M	5	1.09%	Reduced
150	Canada Life Winnipeg, Manitoba, Canada	$210M	-$6.73K	14	0.46%	Reduced