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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

Small Modular Reactors Uranium Mining & Enrichment
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
MSL
Mackay Shields LLC
New York
$88M +$29.3M 9 0.54% Increased
227
SEI Investments
SEI Investments
Pennsylvania
$87.6M -$11.1M 13 0.22% Reduced
228
CC
Cannell & Co
New York
$86.4M +$16.9M 2 3.28% Increased
229
Baird Financial Group
Baird Financial Group
Wisconsin
$86.1M -$7.08M 7 0.34% Reduced
230
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$85.9M +$355K 6 3% Increased
231
Pentwater Capital Management
Pentwater Capital Management
Florida
$85.8M +$60.6M 1 1.34% Increased
232
Martingale Asset Management
Martingale Asset Management
Massachusetts
$84.9M -$7.36M 6 0.86% Reduced
233
Personal Capital Advisors
Personal Capital Advisors
California
$84.9M +$2.61M 4 0.81% Increased
234
MCIM
Meadow Creek Investment Management
Georgia
$84.7M +$1.76M 10 1.67% Increased
235
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$84.5M -$45.7M 10 0.76% Reduced
236
TAM
Third Avenue Management
New York
$84.1M -$2.28M 1 7.59% Reduced
237
Lazard Asset Management
Lazard Asset Management
New York
$83.8M -$6.38M 7 0.14% Reduced
238
Railway Pension Investments
Railway Pension Investments
United Kingdom
$83.2M +$10.4M 5 1.01% Increased
239
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$83.2M +$8.15M 1 0.81% Increased
240
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83M +$2.42M 8 0.63% Increased
241
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$82.9M -$47.3M 3 0.28% Reduced
242
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$82.6M +$61.3M 2 1.87% Increased
243
OCAM
Onex Canada Asset Management
Ontario, Canada
$82M -$98.2K 3 5.13% Reduced
244
AIG
American International Group
New York
$82M +$237K 12 0.33% Increased
245
Comerica Bank
Comerica Bank
Texas
$81.8M +$7.37M 14 0.65% Increased
246
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$80.9M +$3.41M 2 2.44% Increased
247
NSCM
New South Capital Management
Tennessee
$80.8M +$1.59M 1 2.43% Increased
248
Frontier Capital Management
Frontier Capital Management
Massachusetts
$80.3M +$28.1M 1 0.63% Increased
249
Magellan Asset Management
Magellan Asset Management
Australia
$79.9M +$851K 4 0.23% Increased
250
ECP
Electron Capital Partners
New York
$79.1M -$38.8M 1 11.59% Reduced
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