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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
Magellan Asset Management
Magellan Asset Management
Australia
$62.8M -$12.4M 3 0.45% Reduced
227
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$62.1M -$942K 9 0.51% Reduced
228
Korea Investment Corp
Korea Investment Corp
South Korea
$60.3M -$7.04M 7 0.49% Reduced
229
Addenda Capital
Addenda Capital
Quebec, Canada
$59.8M +$11.5M 2 4.74% Increased
230
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$59.7M +$5.11M 4 1.14% Increased
231
KBC Group
KBC Group
Belgium
$59.7M +$25.6M 11 0.71% Increased
232
London Company of Virginia
London Company of Virginia
Virginia
$59.6M +$7.79M 1 0.62% Increased
233
Donald Smith & Co
Donald Smith & Co
New York
$59.5M +$13.5M 1 1.19% Increased
234
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$59.4M +$1.06M 9 1.05% Increased
235
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$58M +$375K 9 0.91% Increased
236
JVBC
J.V. Bruni & Co
Colorado
$57.4M +$20.8M 2 10.16% Increased
237
CEP
Chicago Equity Partners
Illinois
$56.5M -$3.65M 3 1.52% Reduced
238
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$56.2M -$13.7M 9 0.43% Reduced
239
BCM
Barometer Capital Management
Ontario, Canada
$55.9M +$5.61M 1 4.91% Increased
240
Pinnacle Associates
Pinnacle Associates
New York
$55.6M +$2.17M 5 1.09% Increased
241
Westwood Holdings Group
Westwood Holdings Group
Texas
$55.1M -$642K 1 0.43% Reduced
242
Royal London Asset Management
Royal London Asset Management
United Kingdom
$55.1M +$11.7M 8 1.04% Increased
243
Reinhart Partners
Reinhart Partners
Wisconsin
$54.7M -$5.44M 3 4.07% Reduced
244
Prudential plc
Prudential plc
United Kingdom
$54.6M -$4.61M 3 0.23% Reduced
245
ICM
IronBridge Capital Management
Illinois
$53.8M -$12.6M 2 1.5% Reduced
246
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$52M +$12.8M 7 1.18% Increased
247
National Pension Service
National Pension Service
South Korea
$51.4M -$5.27M 6 0.87% Reduced
248
KGI
Kopernik Global Investors
Florida
$51.1M -$2.66M 1 17.36% Reduced
249
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$51M -$4.71M 10 0.41% Reduced
250
LPL Financial
LPL Financial
California
$50.9M +$1.5M 15 0.28% Increased