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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
301
Marshall Wace North America
Marshall Wace North America
New York
$40.9M -$68.9M 5 0.26% Reduced
302
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$40.9M -$35.7M 3 0.26% Reduced
303
Tocqueville Asset Management
Tocqueville Asset Management
New York
$40.5M +$5.94M 4 0.47% Increased
304
CPP
Crow Point Partners
Massachusetts
$40.2M -$5.14M 4 6.43% Reduced
305
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40M +$780K 7 0.76% Increased
306
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.2M +$149K 2 0.43% Increased
307
MCI
McDonald Capital Investors
California
$38.9M +$1.35M 1 3.32% Increased
308
M&T Bank
M&T Bank
New York
$38.9M -$29.8M 11 0.21% Reduced
309
AGA
Altrinsic Global Advisors
Connecticut
$38.4M -$161K 1 1.45% Reduced
310
JIR
James Investment Research
Ohio
$38.2M +$13.3M 4 1.29% Increased
311
HEIP
Hudson Edge Investment Partners
New Jersey
$37.8M -$1.97M 4 5.38% Reduced
312
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$37.7M +$61.1K 22 0.41% Increased
313
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$37.6M -$8.06M 3 2.3% Reduced
314
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$37M +$129K 9 0.97% Increased
315
Candriam SCA
Candriam SCA
Luxembourg
$36.9M +$4.26M 8 0.65% Increased
316
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$36.7M +$372K 10 0.41% Increased
317
Huntington National Bank
Huntington National Bank
Ohio
$36.5M -$958K 10 0.62% Reduced
318
CLM
ClearBridge LLC (Maryland)
Maryland
$36.4M +$35.9M 1 0.79% New
319
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$36M +$2.23M 9 0.41% Increased
320
Utah Retirement Systems
Utah Retirement Systems
Utah
$35.8M +$239K 9 0.81% Increased
321
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.4M -$4.95M 14 0.16% Reduced
322
Ninety One (UK)
Ninety One (UK)
United Kingdom
$35M -$184K 3 0.15% Reduced
323
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$34.5M -$1.12M 8 0.56% Reduced
324
BCIM
Black Creek Investment Management
Ontario, Canada
$34.5M -$496K 1 1.52% Reduced
325
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.1M +$2.5M 13 0.46% Increased