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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
London Company of Virginia
London Company of Virginia
Virginia
$71.2M -$6.36M 1 0.68% Reduced
227
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$70.9M +$23.8M 4 0.72% Increased
228
NM
Nokota Management
New York
$70.5M +$1.94M 2 2.27% Increased
229
MBA
Maple-Brown Abbott
Australia
$69.9M +$9.91M 1 6.26% Increased
230
Point72 Asset Management
Point72 Asset Management
Connecticut
$69.6M +$24.8M 5 0.34% Increased
231
Swiss Life Asset Management
Swiss Life Asset Management
$69.4M +$2.14M 3 1.41% Increased
232
NM
Newtyn Management
New York
$69.2M +$57.8M 1 13.54% Increased
233
Arizona State Retirement System
Arizona State Retirement System
Arizona
$68.3M -$14.1M 8 0.88% Reduced
234
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68M -$5.23M 13 0.58% Reduced
235
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$67.8M +$41.3M 10 0.63% Increased
236
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$67.7M $0 1 19.27% Maintained
237
OCAM
Onex Canada Asset Management
Ontario, Canada
$67.6M -$3.72M 1 4.37% Reduced
238
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$67.4M +$3.29M 11 0.35% Increased
239
EP
Elkfork Partners
Oregon
$66.7M -$1.16M 8 1.88% Reduced
240
QS Investors
QS Investors
New York
$65.5M +$1.74M 11 0.84% Increased
241
AIG
American International Group
New York
$64.9M -$1.5M 12 0.27% Reduced
242
Eaton Vance Management
Eaton Vance Management
Massachusetts
$64.7M +$16.9M 7 0.17% Increased
243
GHCM
Glen Harbor Capital Management
California
$64M -$78.3K 9 1.55% Reduced
244
Comerica Bank
Comerica Bank
Texas
$61.9M +$5.76M 14 0.53% Increased
245
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$61.7M -$2.76M 8 0.11% Reduced
246
Panagora Asset Management
Panagora Asset Management
Massachusetts
$61.7M -$66.2M 13 0.29% Reduced
247
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$60.9M +$61.5M 4 4.29% New
248
MCI
McDonald Capital Investors
California
$60.7M -$243K 1 5.69% Reduced
249
ISSM
Invesco Senior Secured Management
New York
$60.1M $0 1 39.04% Maintained
250
Horizon Kinetics
Horizon Kinetics
New York
$59.5M -$4.23M 1 1.94% Reduced