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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
Vaughan David Investments
Vaughan David Investments
Illinois
$54.6M +$86.1K 3 2.09% Increased
302
CGM
Centenus Global Management
New York
$54.5M +$4.54M 3 7.68% Increased
303
BEP
Bluescape Energy Partners
Texas
$53.3M +$21.9M 1 13% Increased
304
First Pacific Advisors
First Pacific Advisors
California
$53.3M +$91.5K 1 0.5% Increased
305
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$51.9M -$52.3K 9 0.32% Reduced
306
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$51.8M +$772K 23 0.36% Increased
307
Snyder Capital Management
Snyder Capital Management
California
$51.5M -$49.4K 1 2.26% Reduced
308
SAM
Shell Asset Management
Netherlands
$51.3M -$3.11M 12 1.17% Reduced
309
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$49.7M +$779K 7 0.45% Increased
310
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$49.6M -$227K 9 0.82% Reduced
311
SIC
Schwartz Investment Counsel
Michigan
$49.6M +$609K 1 2.52% Increased
312
ICA
Infrastructure Capital Advisors
New York
$49.1M +$46.2M 3 6.68% New
313
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$48.8M +$3.05M 10 0.3% Increased
314
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$48.2M +$7.9M 5 0.35% Increased
315
Swiss Life Asset Management
Swiss Life Asset Management
$47.6M +$17.4M 6 0.62% Increased
316
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$47.2M -$288K 4 0.62% Reduced
317
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$46.8M +$702K 5 0.95% Increased
318
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$46.4M $0 3 2.29% Maintained
319
CP
Cumberland Partners
Ontario, Canada
$45.6M +$11.4K 2 4.38% Increased
320
BG
Bollard Group
Massachusetts
$44.7M +$6.74M 4 1.57% Increased
321
ST
Sabal Trust
Florida
$44.3M +$19.8M 3 3.58% Increased
322
Pzena Investment Management
Pzena Investment Management
New York
$44.2M -$280K 1 0.24% Reduced
323
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$44.1M +$1.48M 9 0.34% Increased
324
NIMC
NWQ Investment Management Company
California
$43.7M +$16.8M 2 1.06% Increased
325
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$43.6M +$2.59M 7 0.48% Increased