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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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$69.1M +$67.2M 1 0.41% New
277
CIBC World Markets
CIBC World Markets
New York
$68.7M +$54.6M 7 0.37% Increased
278
Capital International Inc
Capital International Inc
California
$67.1M +$41.9M 3 0.62% Increased
279
Arizona State Retirement System
Arizona State Retirement System
Arizona
$66.3M -$1.02M 11 0.51% Reduced
280
SCM
Segra Capital Management
Florida
$65.8M +$83.9M 6 99.26% New
281
Amalgamated Bank
Amalgamated Bank
New York
$65.7M -$1.04M 11 0.48% Reduced
282
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.9M -$192K 10 0.27% Reduced
283
CP
Cumberland Partners
Ontario, Canada
$64.7M +$1.09M 2 4.54% Increased
284
Man Group
Man Group
United Kingdom
$64.6M +$3.69M 10 0.21% Increased
285
Swiss Life Asset Management
Swiss Life Asset Management
$62.8M +$5.98M 7 0.82% Increased
286
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$62M -$4.48M 1 1.53% Reduced
287
Axa
Axa
France
$61.9M -$12.1M 7 0.16% Reduced
288
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$61.4M +$1.67M 18 0.27% Increased
289
Putnam Investments
Putnam Investments
Massachusetts
$61.1M -$5.17M 5 0.09% Reduced
290
NSCM
New South Capital Management
Tennessee
$61.1M -$922K 1 2.03% Reduced
291
Comerica Bank
Comerica Bank
Texas
$60.9M -$3.75M 11 0.45% Reduced
292
FCI
Financial Counselors Inc
Kansas
$60.9M +$1.04M 7 1.25% Increased
293
Martingale Asset Management
Martingale Asset Management
Massachusetts
$59.5M -$26.1M 3 0.76% Reduced
294
QI
QV Investors
Alberta, Canada
$59M -$8.28M 2 4.11% Reduced
295
HIM
HughesLittle Investment Management
$58.4M $0 1 12.59% Maintained
296
Beck Mack & Oliver
Beck Mack & Oliver
New York
$57.4M -$562K 4 1.37% Reduced
297
Första AP-fonden
Första AP-fonden
Sweden
$57.3M -$6.15M 5 0.58% Reduced
298
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$57.1M -$22.6M 4 0.39% Reduced
299
BFS
Baskin Financial Services
Ontario, Canada
$56.9M +$648K 2 4.54% Increased
300
L1 Capital
L1 Capital
Australia
$56.8M +$1.97M 1 6.56% Increased