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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
Prudential plc
Prudential plc
United Kingdom
$46M +$58K 5 0.18% Increased
277
ECP
Electron Capital Partners
New York
$45.9M +$6.33M 4 11.33% Increased
278
Addenda Capital
Addenda Capital
Quebec, Canada
$45.6M -$12.4M 1 3.79% Reduced
279
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$45.5M -$10.2M 10 0.38% Reduced
280
KeyBank National Association
KeyBank National Association
Ohio
$45.3M -$306K 11 0.3% Reduced
281
CM
CS McKee
Pennsylvania
$43.9M -$6.83M 1 1.87% Reduced
282
Första AP-fonden
Första AP-fonden
Sweden
$43.6M +$40.7M 2 1.27% New
283
SJIC
St. James Investment Company
Texas
$43.4M -$586K 4 5.49% Reduced
284
Vaughan David Investments
Vaughan David Investments
Illinois
$42.9M +$39.5K 3 2.36% Increased
285
EA
Euclid Advisors
Connecticut
$42.7M -$2.38M 9 1.85% Reduced
286
HEIP
Hudson Edge Investment Partners
New Jersey
$42.4M -$22.1M 4 6.32% Reduced
287
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$42.3M +$2.25M 8 0.94% Increased
288
BB&T Securities
BB&T Securities
Virginia
$42M +$5.85M 8 0.65% Increased
289
GA
Geneva Advisors
Illinois
$41.6M -$4.65M 4 0.82% Reduced
290
Jefferies Group
Jefferies Group
New York
$41.1M +$16.6M 9 0.19% Increased
291
Nomura Asset Management
Nomura Asset Management
Japan
$40.9M +$1.19M 8 0.77% Increased
292
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40.6M +$1.39M 7 0.94% Increased
293
BAMCO Inc
BAMCO Inc
New York
$40.5M -$6.25M 1 0.22% Reduced
294
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.1M +$2.96M 4 0.16% Increased
295
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$40M +$14.6M 8 0.55% Increased
296
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.4M $0 2 0.52% Maintained
297
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$38.9M -$10.2M 9 0.51% Reduced
298
SGAM
Smith Group Asset Management
Texas
$38.5M +$23.9M 2 1.15% Increased
299
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$38M +$26.9M 6 0.78% Increased
300
DILH
Dai-ichi Life Holdings
Japan
$37.9M +$3.85M 6 1.14% Increased