Aneeka Gupta
Reporter, Financial Times
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 17
$19.33
+19.5%
Countries are rushing to diversify energy sources away from the Middle East and Russia due to supply vulnerabilities, leading to expanded investment in renewable energy infrastructure, nuclear energy, and rare earth metals which are critical inputs for the energy transition.
Energy
Long
Apr 17
$54.22
-10.5%
Europe is in a structural rearmament cycle as it seeks to protect its own borders and reduce reliance on the U.S., leading to sustained growth and further acceleration in the defense sector.
Healthcare
Long
Apr 17
$101.63
-3.3%
Countries are rushing to diversify energy sources away from the Middle East and Russia due to supply vulnerabilities, leading to expanded investment in renewable energy infrastructure, nuclear energy, and rare earth metals which are critical inputs for the energy transition.
Other
Long
Apr 17
$55.41
-9.1%
Countries are rushing to diversify energy sources away from the Middle East and Russia due to supply vulnerabilities, leading to expanded investment in renewable energy infrastructure, nuclear energy, and rare earth metals which are critical inputs for the energy transition.
Energy
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