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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
Hamlin Capital Management
Hamlin Capital Management
New York
$106M +$3.79M 1 4.22% Increased
227
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$105M +$27.4M 4 1.65% Increased
228
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$104M +$60.7M 13 0.62% Increased
229
KI
Koch Industries
Kansas
$103M $0 1 6.95% Maintained
230
NHAS
Novo Holdings A/S
Denmark
$103M -$19.8M 1 4.89% Reduced
231
STRS Ohio
STRS Ohio
Ohio
$102M -$2.89M 12 0.49% Reduced
232
Guggenheim Capital
Guggenheim Capital
Illinois
$100M +$9.11M 12 0.92% Increased
233
Donald Smith & Co
Donald Smith & Co
New York
$99M -$4.42M 3 4.41% Reduced
234
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$98.6M -$17.1M 2 3.39% Reduced
235
GCM
Glendon Capital Management
California
$97.5M +$5.47M 2 8.53% Increased
236
Nomura Asset Management
Nomura Asset Management
Japan
$97.3M +$691K 12 0.62% Increased
237
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$95.3M -$73.7M 6 0.89% Reduced
238
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$95.1M +$5.79M 3 2.95% Increased
239
Check Capital Management
Check Capital Management
California
$92.6M +$1.64M 1 4.93% Increased
240
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$92.1M +$6.45M 1 3.17% Increased
241
Two Sigma Investments
Two Sigma Investments
New York
$92M -$83.3M 7 0.31% Reduced
242
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$91.2M -$4.48M 1 1.84% Reduced
243
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$90.9M +$35.3M 15 0.51% Increased
244
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$89.9M +$1.37M 17 0.38% Increased
245
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$89.5M +$2.26M 5 1.55% Increased
246
Tocqueville Asset Management
Tocqueville Asset Management
New York
$87.3M +$594K 3 1.78% Increased
247
Wedge Capital Management
Wedge Capital Management
North Carolina
$85.5M -$20.9M 5 1.45% Reduced
248
Epoch Investment Partners
Epoch Investment Partners
New York
$85.2M -$45.3M 5 0.56% Reduced
249
Great Lakes Advisors
Great Lakes Advisors
Illinois
$85M +$5.88M 5 1.86% Increased
250
KGI
Kopernik Global Investors
Florida
$83M -$37.7M 2 9.12% Reduced