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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
CPP
Crow Point Partners
Massachusetts
$51.1M +$12.6M 4 8.04% Increased
277
PIC
PCJ Investment Counsel
Ontario, Canada
$49.6M -$9.9M 1 3.28% Reduced
278
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$49.6M -$2.27M 3 1.55% Reduced
279
KeyBank National Association
KeyBank National Association
Ohio
$48.1M +$1.64M 11 0.28% Increased
280
Martingale Asset Management
Martingale Asset Management
Massachusetts
$48M +$1.74M 5 0.64% Increased
281
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$47.7M +$9.1M 3 2.79% Increased
282
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$47.2M -$2.65M 1 0.76% Reduced
283
Bridgewater Associates
Bridgewater Associates
Connecticut
$46.9M +$46.8M 4 0.38% Increased
284
William Blair & Company
William Blair & Company
Illinois
$46.6M +$477K 6 0.32% Increased
285
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45.9M +$3.43M 16 0.02% Increased
286
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$45.5M +$1.4M 3 0.27% Increased
287
Acadian Asset Management
Acadian Asset Management
Massachusetts
$45.3M +$12.8M 10 0.2% Increased
288
CI Global Investments
CI Global Investments
California
$45.2M -$133M 1 0.77% Reduced
289
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$45.1M +$7.41M 8 0.68% Increased
290
Nuveen
Nuveen
North Carolina
$45.1M -$2.23M 8 0.29% Reduced
291
KCM
Kingstown Capital Management
New York
$44.8M +$56M 1 5.27% New
292
CLM
ClearBridge LLC (Maryland)
Maryland
$44.7M -$16.8K 1 0.93% Reduced
293
Magellan Asset Management
Magellan Asset Management
Australia
$44.5M -$18.1M 4 0.15% Reduced
294
Vaughan David Investments
Vaughan David Investments
Illinois
$44.5M +$1.46M 2 2.06% Increased
295
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$44.1M -$1.6M 7 0.82% Reduced
296
SCM
Symons Capital Management
Pennsylvania
$43.8M -$6.13M 3 12.47% Reduced
297
DZ Bank
DZ Bank
Germany
$43.3M -$26.1M 6 0.17% Reduced
298
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.9M $0 2 0.45% Maintained
299
QS Investors
QS Investors
New York
$42M -$3.16M 11 0.39% Reduced
300
PGGM Investments
PGGM Investments
Netherlands
$41.7M -$98.2M 4 0.23% Reduced