← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
IRF
IBM Retirement Fund
New York
$56.3M -$2.01M 8 0.74% Reduced
227
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$56.2M +$222K 7 0.43% Increased
228
Pinnacle Associates
Pinnacle Associates
New York
$56M -$1.35M 4 1.09% Reduced
229
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$56M -$14M 10 1.12% Reduced
230
Soros Fund Management
Soros Fund Management
New York
$55.4M +$13.3M 1 0.47% Increased
231
Glenmede Trust
Glenmede Trust
Pennsylvania
$54.9M -$2.77M 12 0.56% Reduced
232
Capital Guardian Trust
Capital Guardian Trust
California
$54.3M -$18.7M 6 0.36% Reduced
233
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$54.2M -$342K 7 0.43% Reduced
234
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$53.9M -$315K 2 0.16% Reduced
235
ACM
Addison Clark Management
Connecticut
$52.6M -$8.39M 1 5.05% Reduced
236
Fenimore Asset Management
Fenimore Asset Management
New York
$50.4M +$79.4K 1 2.86% Increased
237
Panagora Asset Management
Panagora Asset Management
Massachusetts
$50.4M -$15.4M 9 0.23% Reduced
238
Korea Investment Corp
Korea Investment Corp
South Korea
$50.2M +$3.87M 7 0.47% Increased
239
KBC Group
KBC Group
Belgium
$50.1M +$4.85M 10 0.76% Increased
240
Nomura Asset Management
Nomura Asset Management
Japan
$49.5M +$1.48M 7 0.89% Increased
241
LI
LMCG Investments
Massachusetts
$49.3M +$4.45M 4 1.05% Increased
242
TSU
TD Securities (USA)
New York
$48.8M +$1.65M 7 0.82% Increased
243
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$48.6M +$15.4M 2 0.08% Increased
244
Tocqueville Asset Management
Tocqueville Asset Management
New York
$48.1M +$3.84M 7 0.65% Increased
245
CCMH
Cornerstone Capital Management Holdings
New York
$47.7M -$8.21M 7 0.55% Reduced
246
Andra AP-fonden
Andra AP-fonden
Sweden
$47.6M +$4.61M 7 1.12% Increased
247
VVP
Vulcan Value Partners
Alabama
$47.3M +$17.7M 1 0.99% Increased
248
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.1M -$30.2M 1 0.6% Reduced
249
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$46.7M +$46.2M 9 0.93% New
250
Highbridge Capital Management
Highbridge Capital Management
New York
$45.5M -$20.8M 3 0.54% Reduced