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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$184M +$1.58M 13 0.89% Increased
302
Addenda Capital
Addenda Capital
Quebec, Canada
$184M -$5.32M 2 5.45% Reduced
303
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$184M +$61.6M 27 0.12% Increased
304
Congress Asset Management
Congress Asset Management
Massachusetts
$183M -$5.5M 5 1.22% Reduced
305
Zacks Investment Management
Zacks Investment Management
Illinois
$182M -$28.1M 8 1.45% Reduced
306
SCA
Southpoint Capital Advisors
New York
$181M +$16.1M 1 4.75% Increased
307
Scharf Investments
Scharf Investments
California
$180M -$12.9M 1 4.53% Reduced
308
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$180M +$1.99M 3 4.5% Increased
309
GRA
Goehring & Rozencwajg Associates
New York
$178M -$5.54M 8 21.44% Reduced
310
Fenimore Asset Management
Fenimore Asset Management
New York
$177M -$1.17M 1 3.54% Reduced
311
BAMCO Inc
BAMCO Inc
New York
$176M +$3.64M 2 0.47% Increased
312
Sanctuary Advisors
Sanctuary Advisors
Indiana
$175M +$9.39M 27 1.01% Increased
313
MML Investors Services
MML Investors Services
Massachusetts
$174M +$10.7M 26 0.46% Increased
314
Nomura Holdings
Nomura Holdings
Japan
$174M +$60.1M 18 0.27% Increased
315
NIM
NXG Investment Management
Texas
$173M +$23.5M 7 9.8% Increased
316
NewEdge Advisors
NewEdge Advisors
Louisiana
$172M +$23.2M 35 0.78% Increased
317
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$171M -$239M 12 1.75% Reduced
318
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$171M -$227M 6 0.68% Reduced
319
ARK Investment Management
ARK Investment Management
Florida
$170M +$7.14M 3 1.01% Increased
320
YCM
Yaupon Capital Management
New York
$170M +$63.5M 6 6.49% Increased
321
Verition Fund Management
Verition Fund Management
Connecticut
$169M -$232M 26 0.7% Reduced
322
FACM
Forest Avenue Capital Management
Florida
$169M -$56.5M 2 12.47% Reduced
323
Frontier Capital Management
Frontier Capital Management
Massachusetts
$168M +$27.5M 4 1.51% Increased
324
River Road Asset Management
River Road Asset Management
Kentucky
$167M +$49.3M 2 1.88% Increased
325
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$163M +$10.4M 28 1.31% Increased