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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$155M +$27.8M 16 0.56% Increased
277
Regents of the University of California
Regents of the University of California
California
$154M +$152M 1 47.75% New
278
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$154M +$1.8M 11 1.35% Increased
279
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$153M +$22.6M 1 5.29% Increased
280
Hood River Capital Management
Hood River Capital Management
Florida
$153M +$35.6M 4 2.26% Increased
281
AG
Avala Global
New York
$150M -$2.03M 3 9.33% Reduced
282
Fenimore Asset Management
Fenimore Asset Management
New York
$150M -$462K 1 3.14% Reduced
283
PHC
Palidye Holdings (Caymans)
Cayman Islands
$149M +$150M 1 50.84% New
284
Arizona State Retirement System
Arizona State Retirement System
Arizona
$149M +$2.83M 17 0.91% Increased
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$148M +$48M 8 0.31% Increased
286
MBA
Maple-Brown Abbott
Australia
$148M -$36.4M 2 18.01% Reduced
287
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$147M -$166M 2 4.4% Reduced
288
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$146M -$3.22M 3 5.44% Reduced
289
DFO
Duquesne Family Office
New York
$146M +$83.4M 5 3.93% Increased
290
Resona Asset Management
Resona Asset Management
Japan
$146M -$4.95M 9 0.86% Reduced
291
Osaic Holdings
Osaic Holdings
Arizona
$146M +$7.65M 35 0.33% Increased
292
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$146M +$70.3M 25 0.56% Increased
293
Vident Advisory
Vident Advisory
Georgia
$145M -$6.59M 21 2.55% Reduced
294
Creative Planning
Creative Planning
Kansas
$144M +$12.5M 23 0.14% Increased
295
ECP ControlCo
ECP ControlCo
New Jersey
$144M $0 1 55.39% Maintained
296
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$143M -$419M 2 34.42% Reduced
297
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$143M +$16.6M 8 0.62% Increased
298
Mariner
Mariner
Kansas
$142M +$3.31M 26 0.24% Increased
299
LSV Asset Management
LSV Asset Management
Illinois
$142M -$273M 4 0.33% Reduced
300
Los Angeles Capital Management
Los Angeles Capital Management
California
$141M -$67.8M 8 0.57% Reduced