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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
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$144M +$15.1M 4 1.88% Increased
327
NHAS
Novo Holdings A/S
Denmark
$144M $0 1 10.18% Maintained
328
Czech National Bank
Czech National Bank
Czech Republic
$142M +$8.06M 9 1.11% Increased
329
VCM
Valiant Capital Management
California
$140M -$6.25M 2 7.68% Reduced
330
Amalgamated Bank
Amalgamated Bank
New York
$140M +$3.91M 24 1.08% Increased
331
NCA
Newbrook Capital Advisors
New York
$140M +$24.6M 3 17.65% Increased
332
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$140M -$610K 4 4.95% Reduced
333
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$139M +$36.1M 17 0.94% Increased
334
Epoch Investment Partners
Epoch Investment Partners
New York
$138M -$45.6M 3 0.71% Reduced
335
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$137M -$78.4K 1 4.28% Reduced
336
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$135M +$8.8M 28 1.26% Increased
337
Great Lakes Advisors
Great Lakes Advisors
Illinois
$134M +$32.4M 7 1.13% Increased
338
NewEdge Advisors
NewEdge Advisors
Louisiana
$134M +$6.77M 32 0.69% Increased
339
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$134M +$9.13M 9 0.17% Increased
340
Frontier Capital Management
Frontier Capital Management
Massachusetts
$134M +$47.7M 4 1.24% Increased
341
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$131M +$17.5M 19 0.89% Increased
342
ACM
Atika Capital Management
New York
$130M +$31.1M 6 13.05% Increased
343
NIM
NXG Investment Management
Texas
$130M +$12M 7 7.55% Increased
344
KBC Group
KBC Group
Belgium
$130M +$7.41M 19 0.35% Increased
345
Covea Finance
Covea Finance
France
$130M -$10.9M 4 4.83% Reduced
346
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$130M -$14.1M 5 0.75% Reduced
347
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$129M +$3.91M 4 1.21% Increased
348
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$129M +$27.8M 6 0.59% Increased
349
Yacktman Asset Management
Yacktman Asset Management
Texas
$129M -$285K 1 1.73% Reduced
350
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$129M -$18M 11 0.55% Reduced