← 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
201	BCM Brigade Capital Management New York	$109M	-$6.38M	1	6.77%	Reduced
202	Cooke & Bieler Philadelphia, Pennsylvania	$108M	-$2.39M	1	1.94%	Reduced
203	SJIC St. James Investment Company Southlake, Texas	$107M	-$26.2M	2	9.81%	Reduced
204	CC Carlson Capital Dallas, Texas	$107M	+$9.11M	3	1.9%	Increased
205	Aviva London, United Kingdom	$105M	+$825K	10	0.71%	Increased
206	Putnam Investments Boston, Massachusetts	$104M	-$2.72M	8	0.24%	Reduced
207	Prudential plc London, England, United Kingdom	$103M	+$18.5M	7	0.37%	Increased
208	Mirae Asset Global Investments Seoul, South Korea	$103M	-$38.1M	13	0.75%	Reduced
209	EC Eminence Capital New York	$102M	+$92.8M	1	1.52%	New
210	Pentwater Capital Management Naples, Florida	$102M	+$92.7M	1	1.29%	New
211	Check Capital Management Costa Mesa, California	$102M	-$5.59M	1	5.38%	Reduced
212	Guggenheim Capital Chicago, Illinois	$101M	+$2.04M	9	0.82%	Increased
213	DZ Bank Frankfurt Am Main, Germany	$98.7M	+$11M	6	0.32%	Increased
214	NM Nokota Management New York	$98.4M	+$17.4M	2	2.99%	Increased
215	ExodusPoint Capital Management New York	$96.9M	+$26.9M	7	7.21%	Increased
216	Commonwealth Equity Services Waltham, Massachusetts	$96M	+$4.6M	14	0.44%	Increased
217	Fenimore Asset Management Cobleskill, New York	$95.9M	+$301K	2	3.49%	Increased
218	First Pacific Advisors El Segundo, California	$94.9M	+$5.58M	1	0.83%	Increased
219	MIS Morningstar Investment Services Chicago, Illinois	$94.2M	-$4.32M	3	1.62%	Reduced
220	Intact Investment Management Montreal, Quebec, Canada	$93.4M	-$293K	6	3.34%	Reduced
221	LPL Financial San Diego, California	$92.7M	+$6.28M	14	0.21%	Increased
222	YCMGA York Capital Management Global Advisors New York	$91.7M	+$83.2M	1	4.11%	New
223	Panagora Asset Management Boston, Massachusetts	$90.6M	+$25.5M	12	0.4%	Increased
224	SEI Investments Oaks, Pennsylvania	$87.9M	+$14.7M	12	0.3%	Increased
225	Balyasny Asset Management Chicago, Illinois	$86.4M	-$220M	6	0.57%	Reduced