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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
L1 Capital
L1 Capital
Australia
$104M +$21.9M 1 12.5% Increased
227
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$104M -$5.7M 4 3.12% Reduced
228
Check Capital Management
Check Capital Management
California
$101M +$973K 1 4.01% Increased
229
AIG
American International Group
New York
$96.8M +$9.42M 17 0.59% Increased
230
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$95.8M +$6.5M 9 0.14% Increased
231
Viking Global Investors
Viking Global Investors
Connecticut
$95.3M -$83.4M 1 0.39% Reduced
232
GCM
Glendon Capital Management
California
$94.8M $0 1 9.23% Maintained
233
Guggenheim Capital
Guggenheim Capital
Illinois
$92.9M +$643K 12 0.73% Increased
234
Royal London Asset Management
Royal London Asset Management
United Kingdom
$92.5M +$20.5M 7 0.3% Increased
235
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$91.9M +$736K 20 0.32% Increased
236
Voloridge Investment Management
Voloridge Investment Management
Florida
$91.4M -$3.56M 6 0.43% Reduced
237
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$91.3M +$1.29M 14 0.63% Increased
238
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$91.2M +$1.84M 4 1% Increased
239
Nomura Asset Management
Nomura Asset Management
Japan
$90.7M -$696K 12 0.42% Reduced
240
Maverick Capital
Maverick Capital
Texas
$90.7M +$13.3M 5 1.93% Increased
241
Baird Financial Group
Baird Financial Group
Wisconsin
$89.8M +$17.3M 12 0.24% Increased
242
LHCM
Lloyd Harbor Capital Management
New York
$87.8M +$3.8M 4 45.82% Increased
243
Farallon Capital Management
Farallon Capital Management
California
$87.5M $0 2 0.44% Maintained
244
Fenimore Asset Management
Fenimore Asset Management
New York
$87.5M -$9.83M 2 2.18% Reduced
245
TAM
Timucuan Asset Management
Florida
$87.4M -$752K 1 3.43% Reduced
246
Capital International Inc
Capital International Inc
California
$87M +$22.7M 6 1.58% Increased
247
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$85.4M -$22.5M 2 1.32% Reduced
248
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$84.8M +$2.19M 21 0.37% Increased
249
SCP
SailingStone Capital Partners
Texas
$84.6M +$672K 2 23.61% Increased
250
Intact Investment Management
Intact Investment Management
Quebec, Canada
$83.4M -$11.6M 7 3.39% Reduced