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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
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$117M +$51.1M 3 3.5% Increased
252
Vident Advisory
Vident Advisory
Georgia
$114M +$15.2M 16 2.38% Increased
253
ACG
Aventail Capital Group
New York
$113M +$27.6M 6 8.59% Increased
254
Guggenheim Capital
Guggenheim Capital
Illinois
$109M -$3.08M 13 0.77% Reduced
255
Fenimore Asset Management
Fenimore Asset Management
New York
$109M +$356K 1 2.31% Increased
256
Resona Asset Management
Resona Asset Management
Japan
$107M +$96.7M 8 0.64% New
257
ProShare Advisors
ProShare Advisors
Maryland
$107M +$7.07M 16 0.28% Increased
258
Danske Bank
Danske Bank
Denmark
$106M +$91.6M 8 0.33% New
259
Marshall Wace
Marshall Wace
United Kingdom
$106M -$141M 14 0.16% Reduced
260
RCW
Rheos Capital Works
Japan
$104M +$9.87M 3 4.96% Increased
261
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$103M +$59.9M 5 0.75% Increased
262
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$102M +$1.08M 3 0.76% Increased
263
TPSF
Texas Permanent School Fund
Texas
$101M +$524K 11 0.8% Increased
264
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99.9M -$15.6M 1 5.01% Reduced
265
MetLife Investment Management
MetLife Investment Management
New Jersey
$99.6M -$2.9M 17 0.67% Reduced
266
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$99.3M +$1.47M 1 3.56% Increased
267
Moore Capital Management
Moore Capital Management
New York
$98.6M +$69.6M 6 1.57% Increased
268
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$98.4M +$1.19M 5 1.13% Increased
269
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97.8M +$30.1M 7 0.33% Increased
270
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$97.6M +$1.8M 6 4.11% Increased
271
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$97.2M -$468K 1 4.31% Reduced
272
D1 Capital Partners
D1 Capital Partners
New York
$96.1M +$94.2M 1 1.46% New
273
Two Sigma Investments
Two Sigma Investments
New York
$95.9M -$169M 11 0.23% Reduced
274
Capital Group Private Client Services
Capital Group Private Client Services
California
$95.7M -$2.36M 4 0.98% Reduced
275
Comerica Bank
Comerica Bank
Texas
$95.1M -$7.16M 18 0.41% Reduced