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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.3M -$21.6M 8 0.1% Reduced
277
Brown Advisory
Brown Advisory
Maryland
$76.9M -$1.14M 9 0.11% Reduced
278
Farallon Capital Management
Farallon Capital Management
California
$76.2M $0 2 0.37% Maintained
279
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$75.9M -$101M 10 0.19% Reduced
280
Scheer Rowlett & Associates Investment Management
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$75.8M -$2.25M 1 4.97% Reduced
281
Arizona State Retirement System
Arizona State Retirement System
Arizona
$75.8M +$4.82M 12 0.61% Increased
282
Natixis
Natixis
France
$74.5M +$30.2M 13 0.26% Increased
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$74.2M +$18M 15 0.48% Increased
284
First Pacific Advisors
First Pacific Advisors
California
$74M +$324K 1 0.95% Increased
285
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$73.8M +$24.2M 18 0.62% Increased
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$73.2M +$11.8M 5 0.69% Increased
287
Aberdeen Group
Aberdeen Group
United Kingdom
$73M -$30.3M 8 0.19% Reduced
288
Knighthead Capital Management
Knighthead Capital Management
New York
$72.5M -$32.2M 1 0.85% Reduced
289
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$71.9M +$5.95M 19 0.33% Increased
290
SIC
Schwartz Investment Counsel
Michigan
$71.8M +$7.22M 2 3.02% Increased
291
Appaloosa LP
Appaloosa LP
New Jersey
$71.7M -$76.8M 1 2.87% Reduced
292
IFM Investors
IFM Investors
Australia
$71.5M +$39.9M 8 1.11% Increased
293
Amalgamated Bank
Amalgamated Bank
New York
$71.3M +$923K 15 0.55% Increased
294
Amalgamated Financial
Amalgamated Financial
New York
$71.1M +$66.3M 13 0.56% New
295
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$70.8M +$1.16M 11 0.32% Increased
296
Cumberland Partners
Cumberland Partners
Ontario, Canada
$70.8M +$7.19M 2 5.35% Increased
297
Comerica Bank
Comerica Bank
Texas
$70.6M +$405K 13 0.51% Increased
298
FCI
Financial Counselors Inc
Kansas
$69.9M +$4.48M 8 1.45% Increased
299
Credit Agricole
Credit Agricole
France
$69.8M -$50.4K 6 1.22% Reduced
300
SFG
Sather Financial Group
Texas
$69.6M +$861K 1 6.01% Increased