← 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
151	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$146M	-$16.1M	4	6.03%	Reduced
152	Starboard Value New York	$145M	-$23.5M	2	3.01%	Reduced
153	ACI AMP Capital Investors Sydney, Australia	$140M	+$1.75M	9	0.85%	Increased
154	Robeco Institutional Asset Management Rotterdam, Netherlands	$137M	+$3.74M	6	1.03%	Increased
155	Chevy Chase Trust Bethesda, Maryland	$129M	+$1.95M	7	0.78%	Increased
156	Two Sigma Advisers New York	$128M	+$54.9M	10	0.94%	Increased
157	Anchor Capital Advisors Boston, Massachusetts	$128M	-$11.2M	4	2.77%	Reduced
158	Adage Capital Partners Boston, Massachusetts	$126M	-$202M	5	0.31%	Reduced
159	Gotham Asset Management New York	$122M	+$23.3M	6	0.93%	Increased
160	City National Bank Beverly Hills, Delaware	$121M	+$23.3M	8	1.02%	Increased
161	Panagora Asset Management Boston, Massachusetts	$121M	+$29.8M	10	0.62%	Increased
162	SAM Shell Asset Management The Hague, Netherlands	$121M	+$7.36M	10	2.1%	Increased
163	Loomis, Sayles & Company Boston, Massachusetts	$120M	-$16.2M	2	0.33%	Reduced
164	AGA Altrinsic Global Advisors Stamford, Connecticut	$119M	-$11.4M	1	2.58%	Reduced
165	Aberdeen Asset Management Aberdeen, United Kingdom	$118M	+$2.2M	8	0.32%	Increased
166	Ninety One (UK) London, United Kingdom	$116M	+$9.14M	1	0.68%	Increased
167	USAA United Services Automobile Association San Antonio, Texas	$115M	-$6.92M	7	0.4%	Reduced
168	D.E. Shaw & Co New York	$114M	+$19.7M	12	0.17%	Increased
169	AGF Investments Inc Toronto, Ontario, Canada	$113M	-$42.5M	7	1.23%	Reduced
170	SC Stralem & Co New York	$112M	-$16.2M	2	6.27%	Reduced
171	Retirement Systems of Alabama Montgomery, Alabama	$111M	-$1.58M	7	0.6%	Reduced
172	NFA Nationwide Fund Advisors Columbus, Ohio	$110M	-$24M	11	0.44%	Reduced
173	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$108M	+$255K	9	0.62%	Increased
174	CCMH Cornerstone Capital Management Holdings New York	$105M	+$14.5M	7	0.98%	Increased
175	Aviva London, United Kingdom	$105M	+$23.1M	10	0.72%	Increased