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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
Capital International Inc
Capital International Inc
California
$140M -$6.07M 7 1.86% Reduced
252
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$140M -$10M 3 5.26% Reduced
253
Slate Path Capital
Slate Path Capital
New York
$139M +$88.1M 1 2.65% Increased
254
Renaissance Technologies
Renaissance Technologies
New York
$137M -$137M 18 0.23% Reduced
255
5NCM
59 North Capital Management
Texas
$137M -$25.8M 1 6.75% Reduced
256
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$136M -$12.8M 5 2.58% Reduced
257
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$136M -$17.2M 5 2.17% Reduced
258
Phoenix Financial
Phoenix Financial
Israel
$135M +$36.4M 4 2.06% Increased
259
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$135M +$124M 1 1.36% New
260
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$134M +$46.4M 7 0.12% Increased
261
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$134M +$72.5M 5 0.45% Increased
262
Silvercrest Asset Management
Silvercrest Asset Management
New York
$132M -$22.7M 7 0.9% Reduced
263
Sapient Capital
Sapient Capital
Indiana
$131M +$28.8M 5 2.73% Increased
264
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$131M +$21.3M 3 0.96% Increased
265
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$130M +$72.6M 3 1.23% Increased
266
Osaic Holdings
Osaic Holdings
Arizona
$130M -$5.66M 34 0.31% Reduced
267
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M -$193M 16 0.23% Reduced
268
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$130M -$6.29M 16 0.42% Reduced
269
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$130M +$5.75M 21 0.4% Increased
270
CET
Clean Energy Transition
United Kingdom
$130M +$120M 1 7.03% New
271
Check Capital Management
Check Capital Management
California
$127M +$551K 1 4.19% Increased
272
ECP ControlCo
ECP ControlCo
New Jersey
$124M $0 1 38.42% Maintained
273
MetLife Investment Management
MetLife Investment Management
New Jersey
$123M +$15.8M 20 0.73% Increased
274
Resona Asset Management
Resona Asset Management
Japan
$123M +$6.55M 9 0.74% Increased
275
Los Angeles Capital Management
Los Angeles Capital Management
California
$122M +$51.5M 12 0.43% Increased