← 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	TAM Third Avenue Management New York	$163M	-$3.52M	1	8.08%	Reduced
152	Hennessy Advisors Inc Novato, California	$160M	+$8.52M	5	5.5%	Increased
153	Wedge Capital Management Charlotte, North Carolina	$158M	-$10.8M	4	1.55%	Reduced
154	Scotia Capital Toronto, Ontario, Canada	$157M	-$1.02M	8	2.19%	Reduced
155	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$155M	+$9.34M	5	0.7%	Increased
156	Putnam Investments Boston, Massachusetts	$153M	-$5.52M	7	0.35%	Reduced
157	Causeway Capital Management Los Angeles, California	$153M	+$144M	2	1.54%	Increased
158	ORIO Old Republic International (ORI) Chicago, Illinois	$149M	+$20.5M	4	4.59%	Increased
159	Chevy Chase Trust Bethesda, Maryland	$146M	-$402K	7	0.63%	Reduced
160	ACI AMP Capital Investors Sydney, Australia	$144M	+$9.38M	10	0.8%	Increased
161	State of New Jersey Common Pension Fund D Trenton, New Jersey	$141M	-$832K	10	0.53%	Reduced
162	SJIC St. James Investment Company Southlake, Texas	$139M	+$23M	3	16.5%	Increased
163	SSM Sound Shore Management Greenwich, Connecticut	$139M	-$1.47M	1	2.34%	Reduced
164	LCS Levin Capital Strategies New York	$139M	+$90.5M	2	2.4%	Increased
165	Aperio Group Sausalito, California	$137M	-$11.5M	13	0.66%	Reduced
166	MAMU Marathon Asset Management (UK) London, United Kingdom	$134M	+$750K	1	2%	Increased
167	Virginia Retirement Systems Richmond, Virginia	$130M	+$9.43M	7	1.59%	Increased
168	BCM Brigade Capital Management New York	$129M	-$90.5M	1	8.56%	Reduced
169	Aberdeen Group Edinburgh, United Kingdom	$127M	+$4.89M	8	0.24%	Increased
170	State of Tennessee, Department of Treasury Nashville, Tennessee	$127M	+$2.09M	10	0.64%	Increased
171	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$122M	+$1.99M	19	1.82%	Increased
172	Burgundy Asset Management Toronto, Ontario, Canada	$121M	-$98M	1	1.17%	Reduced
173	Appaloosa LP Short Hills, New Jersey	$121M	+$49.3M	2	1.37%	Increased
174	Vaughan Nelson Investment Management Houston, Texas	$120M	+$32.1M	3	1.43%	Increased
175	KGI Kopernik Global Investors Tampa, Florida	$120M	+$1.93M	1	17.65%	Increased