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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
Magellan Asset Management
Magellan Asset Management
Australia
$52.6M +$7.56M 3 0.17% Increased
302
SHA
Shelter Harbor Advisors
Connecticut
$51.8M +$23.8M 6 26.26% Increased
303
GHA
GW Henssler & Associates
Georgia
$51.7M +$2.5M 6 4.74% Increased
304
KCM
Kensico Capital Management
Connecticut
$51.7M +$46.9M 1 1.02% New
305
Nomura Asset Management
Nomura Asset Management
Japan
$51.7M +$3.42M 8 0.51% Increased
306
US Bancorp
US Bancorp
Minnesota
$51.6M +$1.23M 16 0.15% Increased
307
Alkeon Capital Management
Alkeon Capital Management
New York
$50.6M -$72.8K 1 0.25% Reduced
308
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$50.5M -$9.71M 2 1.15% Reduced
309
Wedge Capital Management
Wedge Capital Management
North Carolina
$50.4M -$157M 4 0.58% Reduced
310
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$49.8M +$8.19M 10 1.73% Increased
311
HighTower Advisors
HighTower Advisors
Illinois
$49.5M +$3.13M 12 0.33% Increased
312
SCM
Stevens Capital Management
Pennsylvania
$48.8M +$9.11M 11 2.08% Increased
313
SC
Sasco Capital
Connecticut
$48.6M -$12.7M 1 4.56% Reduced
314
ELC
Edgar Lomax Company
Virginia
$48.2M +$23.6M 1 3.3% Increased
315
Zacks Investment Management
Zacks Investment Management
Illinois
$47.6M +$41.9M 3 1.02% Increased
316
Vaughan David Investments
Vaughan David Investments
Illinois
$47.4M +$1.22M 3 2% Increased
317
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$47.3M -$2.55M 9 0.3% Reduced
318
Snyder Capital Management
Snyder Capital Management
California
$46.2M +$4.34M 1 2.18% Increased
319
6CM
683 Capital Management
New York
$46.1M +$31.1M 1 4.18% Increased
320
Frontier Capital Management
Frontier Capital Management
Massachusetts
$46M -$951K 1 0.33% Reduced
321
SAM
Shell Asset Management
Netherlands
$45.8M -$3.7M 10 1.01% Reduced
322
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$45.6M -$15.5M 3 1.14% Reduced
323
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$45.4M +$1.67M 12 0.27% Increased
324
Foresters Investment Management
Foresters Investment Management
New York
$44.4M +$15.3M 3 0.78% Increased
325
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$44.4M -$561K 9 0.77% Reduced