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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
326
ECP
Electron Capital Partners
New York
$27.3M +$6.49M 2 13.86% Increased
327
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$27.1M -$5.21M 7 0.81% Reduced
328
PCM
Pennant Capital Management
New Jersey
$26.7M +$1.54M 1 0.47% Increased
329
BB&T Securities
BB&T Securities
Virginia
$26.7M +$1.45M 6 0.63% Increased
330
QI
Qualcomm Inc
California
$26.5M -$7.19M 3 1.86% Reduced
331
Utah Retirement Systems
Utah Retirement Systems
Utah
$26.4M -$52.2K 8 0.76% Reduced
332
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$26.3M -$1.52M 3 4.55% Reduced
333
BAMCO Inc
BAMCO Inc
New York
$26.2M +$857K 1 0.11% Increased
334
GH
GAM Holding
Switzerland
$26M +$942K 10 0.38% Increased
335
VFA
Virtus Fund Advisers
Connecticut
$25.9M -$60.4M 7 0.2% Reduced
336
SCM
Symons Capital Management
Pennsylvania
$25.9M +$6.9M 3 5.46% Increased
337
Jane Street
Jane Street
New York
$25.8M +$12.4M 10 0.26% Increased
338
WAM
World Asset Management
Michigan
$25.4M +$1.11M 11 0.76% Increased
339
GACM
Green Arrow Capital Management
New York
$25.4M +$21.9M 2 2.14% Increased
340
Aristotle Capital Management
Aristotle Capital Management
California
$25.2M +$2.03M 2 0.33% Increased
341
DFO
Duquesne Family Office
New York
$25.2M -$14.8M 1 3.09% Reduced
342
CC
Curian Capital
Colorado
$25.2M +$9.22M 6 0.45% Increased
343
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.1M -$14.1M 6 0.28% Reduced
344
PIA
Piedmont Investment Advisors
North Carolina
$25.1M -$3.77M 2 1.3% Reduced
345
Oppenheimer & Co
Oppenheimer & Co
New York
$25.1M -$1.46M 7 0.75% Reduced
346
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$24.6M +$3.26M 8 0.35% Increased
347
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$24.4M +$263K 13 0.22% Increased
348
TCTC Holdings
TCTC Holdings
Texas
$24.3M +$185K 4 1.4% Increased
349
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$24.2M +$3.34M 11 0.79% Increased
350
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.1M +$9.48M 3 1.02% Increased