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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
276
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.1M -$6.44M 3 0.51% Reduced
277
DCM
Dupont Capital Management
Delaware
$38.7M +$3.93M 6 0.84% Increased
278
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M +$41M 8 0.38% New
279
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$38.1M +$816K 1 0.7% Increased
280
SCM
Symons Capital Management
Pennsylvania
$38.1M +$3.7M 3 9.49% Increased
281
IRF
IBM Retirement Fund
New York
$36.9M +$75K 8 0.7% Increased
282
SEI Investments
SEI Investments
Pennsylvania
$36.5M -$1.84M 11 0.33% Reduced
283
Prudential plc
Prudential plc
United Kingdom
$35.7M -$10.6M 3 0.14% Reduced
284
Los Angeles Capital Management
Los Angeles Capital Management
California
$35.6M -$5.4M 9 0.33% Reduced
285
Meag Munich Ergo
Meag Munich Ergo
Germany
$34.6M +$3.96M 4 1.78% Increased
286
Vaughan David Investments
Vaughan David Investments
Illinois
$34.3M +$395K 3 2.03% Increased
287
PIA
Piedmont Investment Advisors
North Carolina
$33.8M +$23M 5 0.72% Increased
288
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.8M -$1.75M 11 0.16% Reduced
289
Natixis
Natixis
France
$33.6M +$16.9M 4 0.46% Increased
290
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$33.4M +$19.7M 6 0.68% Increased
291
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$33.1M -$1.62M 8 0.39% Reduced
292
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$32.8M -$2.79M 7 0.81% Reduced
293
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$32.6M +$1.38M 7 0.2% Increased
294
BAPIM
British Airways Pensions Investment Management
United Kingdom
$32.5M +$15.1M 1 1% Increased
295
Asset Management One
Asset Management One
Japan
$32.3M -$3.27M 8 0.45% Reduced
296
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$31.7M -$3.46M 10 0.38% Reduced
297
KCM
Kingstown Capital Management
New York
$31.2M $0 1 4.01% Maintained
298
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$31.2M -$75K 7 0.72% Reduced
299
WBC
Westpac Banking Corp
Australia
$31M -$30.8M 8 0.3% Reduced
300
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$31M -$2.04M 7 0.75% Reduced