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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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$70.7M -$238K 8 1.04% Reduced
227
DZ Bank
DZ Bank
Germany
$70M +$66.9M 7 0.34% New
228
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$68.3M -$5.47M 13 0.71% Reduced
229
Discovery Capital Management
Discovery Capital Management
Connecticut
$68.1M +$66.7M 1 1.15% New
230
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$67.8M +$1.18M 9 1.04% Increased
231
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$67.7M +$12.3M 8 0.86% Increased
232
Eagle Asset Management
Eagle Asset Management
Florida
$67.4M +$9.63M 2 0.44% Increased
233
Fenimore Asset Management
Fenimore Asset Management
New York
$66M +$430K 2 2.96% Increased
234
ICM
IronBridge Capital Management
Illinois
$65.7M +$4.27M 2 2.94% Increased
235
Advisors Asset Management
Advisors Asset Management
Colorado
$65.2M +$3.27M 9 1.08% Increased
236
CC
Carlson Capital
Texas
$65M -$18.2M 2 0.78% Reduced
237
Glenmede Trust
Glenmede Trust
Pennsylvania
$64.1M +$1.8M 14 0.35% Increased
238
Hamlin Capital Management
Hamlin Capital Management
New York
$64.1M +$721K 1 2.87% Increased
239
Reinhart Partners
Reinhart Partners
Wisconsin
$63.4M +$14.3M 3 5.82% Increased
240
SCM
Symons Capital Management
Pennsylvania
$62.6M +$10.9M 3 15.24% Increased
241
US Bancorp
US Bancorp
Minnesota
$62.6M -$3.6M 14 0.23% Reduced
242
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$62.3M -$6.9M 3 2.36% Reduced
243
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$62M +$2.68M 4 2.24% Increased
244
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$61.7M -$3.63M 8 0.49% Reduced
245
NSCM
New South Capital Management
Tennessee
$61.5M -$909K 1 1.47% Reduced
246
CA
Cortland Advisers
Delaware
$61.1M -$5.55M 2 3.02% Reduced
247
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$60.9M +$3.33M 12 0.45% Increased
248
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$60.8M +$1.01M 7 0.57% Increased
249
SAM
Shell Asset Management
Netherlands
$58.8M -$24.2M 10 1.38% Reduced
250
Magellan Asset Management
Magellan Asset Management
Australia
$58.5M -$2.97M 4 0.27% Reduced