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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$199M -$11.1M 19 0.72% Reduced
227
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$198M +$40.2M 23 0.38% Increased
228
MBA
Maple-Brown Abbott
Australia
$198M +$36.2M 2 13.51% Increased
229
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$195M +$36.6M 6 1.4% Increased
230
Synovus Financial
Synovus Financial
Georgia
$195M +$15.7M 12 2.52% Increased
231
Encompass Capital Advisors
Encompass Capital Advisors
New York
$194M +$101M 5 7.41% Increased
232
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$193M -$20.1M 9 3.13% Reduced
233
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$193M +$23.3M 22 0.55% Increased
234
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$190M -$40.1M 12 0.74% Reduced
235
Sapient Capital
Sapient Capital
Indiana
$189M +$202K 7 3.73% Increased
236
Zacks Investment Management
Zacks Investment Management
Illinois
$187M +$1M 6 1.75% Increased
237
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$186M +$213M 1 3.04% New
238
Nomura Asset Management
Nomura Asset Management
Japan
$185M -$36.7M 14 0.57% Reduced
239
Scharf Investments
Scharf Investments
California
$185M -$33.4M 1 5.58% Reduced
240
Vaughan David Investments
Vaughan David Investments
Illinois
$183M -$2.06M 4 4.29% Reduced
241
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$183M -$2.14M 5 4% Reduced
242
DnB Asset Management
DnB Asset Management
Norway
$182M +$27.1M 13 0.84% Increased
243
Epoch Investment Partners
Epoch Investment Partners
New York
$182M -$57.5M 3 0.94% Reduced
244
Westwood Holdings Group
Westwood Holdings Group
Texas
$182M +$77.8M 6 1.37% Increased
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$181M +$35.1M 14 1.12% Increased
246
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$181M +$36.2M 17 0.75% Increased
247
Snyder Capital Management
Snyder Capital Management
California
$180M -$5.61M 1 3.93% Reduced
248
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$176M -$12.4M 16 0.79% Reduced
249
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$173M +$64.7M 10 0.5% Increased
250
Credit Agricole
Credit Agricole
France
$172M -$5.4M 18 0.54% Reduced