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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
Madison Asset Management
Madison Asset Management
Wisconsin
$77.5M -$29M 2 1.18% Reduced
252
AE Wealth Management
AE Wealth Management
Kansas
$77M +$6.93M 13 0.5% Increased
253
Munro Partners
Munro Partners
Australia
$76.8M -$62M 1 3.76% Reduced
254
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$76.4M -$1.27M 2 0.94% Reduced
255
M&G Investment Management
M&G Investment Management
United Kingdom
$76.3M +$19.3M 2 0.36% Increased
256
Two Sigma Advisers
Two Sigma Advisers
New York
$75.7M -$15.5M 8 0.2% Reduced
257
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$75.5M +$15.7M 1 1.16% Increased
258
Squarepoint
Squarepoint
New York
$74.5M -$47.4M 16 0.3% Reduced
259
Man Group
Man Group
United Kingdom
$74.3M -$125M 0 – Closed
260
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$73.7M -$20.3M 16 0.45% Reduced
261
Arizona State Retirement System
Arizona State Retirement System
Arizona
$73.4M +$858K 13 0.66% Increased
262
Amalgamated Bank
Amalgamated Bank
New York
$73.3M -$4.01M 17 0.62% Reduced
263
Stonegate Investment Group
Stonegate Investment Group
Alabama
$73.2M +$18.1M 3 2.74% Increased
264
INTECH Investment Management
INTECH Investment Management
Florida
$73.1M -$122K 8 0.59% Reduced
265
MCI
McDonald Capital Investors
California
$72.9M +$6.79M 1 5.56% Increased
266
MetLife Investment Management
MetLife Investment Management
New Jersey
$72.7M -$910K 17 0.52% Reduced
267
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$72M +$466K 5 5.3% Increased
268
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.9M -$32.4M 11 0.45% Reduced
269
Great Lakes Advisors
Great Lakes Advisors
Illinois
$71.4M -$22.5M 5 0.65% Reduced
270
LHCM
Lloyd Harbor Capital Management
New York
$70.8M +$76.4M 4 50.03% New
271
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$70.5M +$636K 9 0.46% Increased
272
Baird Financial Group
Baird Financial Group
Wisconsin
$69.8M -$1.62M 11 0.17% Reduced
273
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$69.3M -$5.27M 11 0.36% Reduced
274
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$69.2M -$2.11M 1 1.33% Reduced
275
Royal London Asset Management
Royal London Asset Management
United Kingdom
$69M +$5.47M 7 0.28% Increased