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 | |
|---|---|---|---|---|---|---|---|
| 251 |
Axa
Paris,
France
| $72.3M | -$7.17M | 8 | 0.28% | Reduced |
|
| 252 |
Bessemer Group
Woodbridge,
New Jersey
| $72.2M | -$14.9M | 9 | 0.24% | Reduced |
|
| 253 |
SG Americas Securities
New York
| $71.9M | +$47.6M | 13 | 0.5% | Increased |
|
| 254 |
MP
MSD Partners
New York
| $71.6M | -$6.5M | 2 | 8.68% | Reduced |
|
| 255 |
MCI
McDonald Capital Investors
Orinda,
California
| $71.5M | -$997K | 1 | 5.82% | Reduced |
|
| 256 |
BB&T Securities
Richmond,
Virginia
| $71.4M | -$2.19M | 9 | 0.65% | Reduced |
|
| 257 |
NSCM
New South Capital Management
Memphis,
Tennessee
| $71.2M | -$866K | 1 | 2.11% | Reduced |
|
| 258 |
Ariel Investments
Chicago,
Illinois
| $70.9M | +$1.47M | 2 | 0.89% | Increased |
|
| 259 |
Comerica Bank
Dallas,
Texas
| $70M | +$3.51M | 14 | 0.56% | Increased |
|
| 260 |
DFO
Duquesne Family Office
New York
| $69.9M | +$61.3M | 1 | 2.08% | New |
|
| 261 |
Horizon Kinetics Asset Management
New York
| $69.6M | -$2.08M | 2 | 1.92% | Reduced |
|
| 262 |
USS Investment Management
London,
United Kingdom
| $69.3M | $0 | 2 | 0.71% | Maintained |
|
| 263 |
QS Investors
New York
| $69M | +$3.58M | 8 | 0.74% | Increased |
|
| 264 |
Suntrust Banks
Atlanta,
Georgia
| $68.9M | +$1.64M | 8 | 0.36% | Increased |
|
| 265 |
PC
Paulson & Co
New York
| $68.8M | +$60.3M | 1 | 1.17% | New |
|
| 266 |
Lingotto Investment Management
London,
United Kingdom
| $68.5M | +$4.47M | 1 | 13.8% | Increased |
|
| 267 |
Anchor Capital Advisors
Boston,
Massachusetts
| $67.7M | -$491K | 3 | 2.45% | Reduced |
|
| 268 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $67.3M | $0 | 1 | 0.67% | Maintained |
|
| 269 |
Railway Pension Investments
London,
United Kingdom
| $67.1M | -$13.2M | 5 | 0.87% | Reduced |
|
| 270 |
NM
Newtyn Management
New York
| $67.1M | -$38.6M | 1 | 8.67% | Reduced |
|
| 271 |
Empyrean Capital Partners
Los Angeles,
California
| $67.1M | +$18.5M | 5 | 2.98% | Increased |
|
| 272 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| $66.5M | $0 | 1 | 1.21% | Maintained |
|
| 273 |
Advisors Asset Management
Monument,
Colorado
| $66.3M | +$1.08M | 7 | 1.18% | Increased |
|
| 274 |
KBC Group
Brussels,
Belgium
| $66.1M | +$4.5M | 9 | 0.51% | Increased |
|
| 275 |
Acadian Asset Management
Boston,
Massachusetts
| $65.8M | +$28.8M | 7 | 0.32% | Increased |
|