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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$106M -$958K 10 0.49% Reduced
227
Första AP-fonden
Första AP-fonden
Sweden
$104M +$58.4M 6 1.36% Increased
228
Intact Investment Management
Intact Investment Management
Quebec, Canada
$104M +$1.64M 7 3.24% Increased
229
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$104M -$2.04M 2 0.59% Reduced
230
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$103M +$2.84M 1 2.16% Increased
231
KGI
Kopernik Global Investors
Florida
$102M -$24.4M 2 11.82% Reduced
232
Silvercrest Asset Management
Silvercrest Asset Management
New York
$102M +$1.36M 6 0.78% Increased
233
Corvex Management
Corvex Management
New York
$102M -$68.7M 1 6.45% Reduced
234
VanEck Associates
VanEck Associates
New York
$99.9M -$95.5M 17 0.26% Reduced
235
Empyrean Capital Partners
Empyrean Capital Partners
California
$99.8M $0 2 3.17% Maintained
236
Check Capital Management
Check Capital Management
California
$99.2M -$2.23M 1 4.96% Reduced
237
Calamos Advisors
Calamos Advisors
Illinois
$96.4M +$2.87M 8 0.42% Increased
238
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$96.2M -$32.6M 5 1.55% Reduced
239
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$94.6M +$5.8M 15 0.43% Increased
240
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$94.1M +$5.61M 1 2.88% Increased
241
GCM
Glendon Capital Management
California
$93.6M $0 2 7.68% Maintained
242
Guggenheim Capital
Guggenheim Capital
Illinois
$93.5M -$14.1M 12 0.74% Reduced
243
Nomura Asset Management
Nomura Asset Management
Japan
$93.4M +$12.7M 12 0.58% Increased
244
M&G Investment Management
M&G Investment Management
United Kingdom
$90.4M +$5.59M 2 0.53% Increased
245
ECP ControlCo
ECP ControlCo
New Jersey
$90.1M $0 1 19.87% Maintained
246
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$90M +$1.32M 4 0.69% Increased
247
SCM
Segra Capital Management
Florida
$89.7M +$23M 6 99.83% Increased
248
Bridgewater Associates
Bridgewater Associates
Connecticut
$89.6M +$39.9M 8 0.38% Increased
249
Alyeska Investment Group
Alyeska Investment Group
Illinois
$89.1M +$8.25M 3 1.02% Increased
250
SCM
Shapiro Capital Management
Georgia
$88.8M -$17.6M 1 2.22% Reduced