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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
251
Tocqueville Asset Management
Tocqueville Asset Management
New York
$88.5M -$108K 3 1.62% Reduced
252
DZ Bank
DZ Bank
Germany
$88.4M +$8.33M 5 0.16% Increased
253
Great Lakes Advisors
Great Lakes Advisors
Illinois
$87.7M -$5.63M 5 1.73% Reduced
254
Royal London Asset Management
Royal London Asset Management
United Kingdom
$84.8M -$11.7M 6 0.39% Reduced
255
Balyasny Asset Management
Balyasny Asset Management
Illinois
$84.6M +$31.5M 10 0.28% Increased
256
Westfield Capital Management
Westfield Capital Management
Massachusetts
$83.3M +$11.4M 1 0.66% Increased
257
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$82.9M +$825K 3 0.77% Increased
258
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$82.3M +$86.4M 2 1.23% New
259
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$81.5M +$66.5M 2 1.03% Increased
260
CET
Clean Energy Transition
United Kingdom
$81.3M +$85.3M 1 15.73% New
261
Donald Smith & Co
Donald Smith & Co
New York
$81.2M -$1.34M 3 3.66% Reduced
262
OCAM
Onex Canada Asset Management
Ontario, Canada
$80.5M +$9.26M 4 4.4% Increased
263
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$80.5M -$1.37M 5 4.82% Reduced
264
MCI
McDonald Capital Investors
California
$79.2M -$232K 1 6.61% Reduced
265
AIG
American International Group
New York
$79M -$1.75M 17 0.53% Reduced
266
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$79M -$4.57M 13 0.53% Reduced
267
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.7M +$3M 9 0.12% Increased
268
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$75M -$3.1M 2 0.94% Reduced
269
USS Investment Management
USS Investment Management
United Kingdom
$73.1M -$2.32M 10 0.73% Reduced
270
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$72.3M +$78.2M 1 4.21% New
271
Arizona State Retirement System
Arizona State Retirement System
Arizona
$72.1M +$324K 13 0.7% Increased
272
CAM
Cidel Asset Management
Ontario, Canada
$71.2M -$799K 2 3.04% Reduced
273
Amalgamated Bank
Amalgamated Bank
New York
$70.9M +$3.8M 17 0.66% Increased
274
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$70.8M -$769K 18 0.41% Reduced
275
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$70.8M -$9.39M 1 3.72% Reduced