← 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	State of Tennessee, Department of Treasury Nashville, Tennessee	$131M	-$8.74M	10	0.72%	Reduced
152	D.E. Shaw & Co New York	$129M	+$18.5M	12	0.19%	Increased
153	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$127M	-$9.14M	4	5.33%	Reduced
154	Anchor Capital Advisors Boston, Massachusetts	$125M	-$1.35M	3	2.8%	Reduced
155	Panagora Asset Management Boston, Massachusetts	$123M	+$13.7M	9	0.62%	Increased
156	ACI AMP Capital Investors Sydney, Australia	$123M	-$9.26M	9	0.79%	Reduced
157	Chevy Chase Trust Bethesda, Maryland	$122M	+$1.29M	7	0.73%	Increased
158	Letko, Brosseau & Associates Montreal, Quebec, Canada	$121M	+$55.7M	2	1.11%	Increased
159	Lord, Abbett & Co Jersey City, New Jersey	$121M	+$44M	4	0.32%	Increased
160	Global X Management Company New York	$120M	+$97.7M	14	6.62%	Increased
161	Comerica Bank Dallas, Texas	$120M	+$63M	11	0.51%	Increased
162	Loomis, Sayles & Company Boston, Massachusetts	$119M	+$2.86M	4	0.33%	Increased
163	Aberdeen Asset Management Aberdeen, United Kingdom	$119M	+$8.63M	8	0.34%	Increased
164	NFA Nationwide Fund Advisors Columbus, Ohio	$115M	+$12.6M	12	0.47%	Increased
165	Gotham Asset Management New York	$115M	-$2.65M	6	0.96%	Reduced
166	USAA United Services Automobile Association San Antonio, Texas	$114M	+$7.06M	8	0.4%	Increased
167	BRIM Broad Run Investment Management Arlington, Virginia	$113M	+$20.8M	1	6.71%	Increased
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$110M	+$9.69M	9	0.63%	Increased
169	Bessemer Group Woodbridge, New Jersey	$108M	+$15.1M	9	0.56%	Increased
170	Ninety One (UK) London, United Kingdom	$108M	-$585K	1	0.61%	Reduced
171	Primecap Management Pasadena, California	$107M	-$43.9M	2	0.1%	Reduced
172	AGA Altrinsic Global Advisors Stamford, Connecticut	$104M	-$7.49M	1	2.13%	Reduced
173	Retirement Systems of Alabama Montgomery, Alabama	$103M	-$692K	7	0.56%	Reduced
174	Two Sigma Advisers New York	$103M	-$17.8M	8	0.77%	Reduced
175	SAM Shell Asset Management The Hague, Netherlands	$97.8M	-$15.9M	10	1.96%	Reduced