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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
First Pacific Advisors
First Pacific Advisors
California
$50.9M -$27M 1 0.81% Reduced
327
AE Wealth Management
AE Wealth Management
Kansas
$50.7M -$1.29M 13 0.4% Reduced
328
Swiss Life Asset Management
Swiss Life Asset Management
$50.6M -$1.84M 7 0.88% Reduced
329
SFG
Sather Financial Group
Texas
$50.4M -$324K 1 5.55% Reduced
330
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$50M +$388K 10 0.71% Increased
331
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$49.7M +$44.1M 1 17.73% New
332
Welch Group
Welch Group
Alabama
$49.7M +$345K 3 3.23% Increased
333
Mangrove Partners
Mangrove Partners
Connecticut
$49.1M +$5.86M 3 2.85% Increased
334
PEAK6 Investments
PEAK6 Investments
Illinois
$49M +$40.5M 13 0.21% Increased
335
Triasima Portfolio Management
Triasima Portfolio Management
Quebec, Canada
$48.5M +$25.2M 2 3.93% Increased
336
Axa
Axa
France
$48.3M -$6.82M 9 0.19% Reduced
337
PointState Capital
PointState Capital
New York
$48.2M -$18.3M 2 1.16% Reduced
338
Squarepoint
Squarepoint
New York
$48.1M -$54.8M 11 0.24% Reduced
339
Yousif Capital Management
Yousif Capital Management
Michigan
$48.1M +$3.08M 13 0.68% Increased
340
Cumberland Partners
Cumberland Partners
Ontario, Canada
$47.9M -$3.78M 2 5.08% Reduced
341
Cinctive Capital Management
Cinctive Capital Management
New York
$47.5M -$14.8M 2 1.99% Reduced
342
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$47.1M $0 1 1.29% Maintained
343
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$47M -$1.28M 2 1.24% Reduced
344
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$46.8M +$2.73M 5 3.39% Increased
345
L1 Capital
L1 Capital
Australia
$45.8M -$11.2M 1 8.95% Reduced
346
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$45.6M -$439K 3 1.87% Reduced
347
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$45.2M +$19.4M 3 0.69% Increased
348
USS Investment Management
USS Investment Management
United Kingdom
$44.6M -$26.4M 7 0.65% Reduced
349
Capital Investment Advisors
Capital Investment Advisors
Georgia
$44.5M -$5.51M 5 1.52% Reduced
350
Utah Retirement Systems
Utah Retirement Systems
Utah
$44.3M +$469K 10 0.74% Increased