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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
351
Victory Capital Management
Victory Capital Management
Texas
$23.2M -$6.44M 1 0.08% Reduced
352
LIM
Lagoda Investment Management
New York
$22.9M +$1.44M 2 6.12% Increased
353
TCTC Holdings
TCTC Holdings
Texas
$22.6M +$1.37M 4 1.34% Increased
354
Calamos Advisors
Calamos Advisors
Illinois
$22.6M +$2.06M 6 0.14% Increased
355
Artemis Investment Management
Artemis Investment Management
United Kingdom
$22.6M +$12.8M 3 0.9% Increased
356
WAM
World Asset Management
Michigan
$22.5M -$120K 11 0.77% Reduced
357
Janus Henderson Group
Janus Henderson Group
$22.4M -$1.62M 7 0.17% Reduced
358
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$22.4M +$62.4K 5 1.02% Increased
359
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$22.1M +$256K 2 3.84% Increased
360
Orbis Holdings
Orbis Holdings
Bermuda
$22M +$10.4M 2 0.18% Increased
361
Miller Howard Investments
Miller Howard Investments
New York
$21.9M +$8.98M 3 0.33% Increased
362
Donaldson Capital Management
Donaldson Capital Management
Indiana
$21.9M +$6.64M 2 3.08% Increased
363
Becker Capital Management
Becker Capital Management
Oregon
$21.7M -$81.9K 1 0.84% Reduced
364
Mutual of America Capital Management
Mutual of America Capital Management
New York
$21.6M +$459K 8 0.47% Increased
365
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$21.5M -$6.3M 1 0.03% Reduced
366
Todd Asset Management
Todd Asset Management
Kentucky
$21.3M +$19.5M 2 0.59% Increased
367
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21M +$2.17M 9 0.39% Increased
368
AIA
Affinity Investment Advisors
California
$20.9M +$5.24M 2 1.51% Increased
369
Norinchukin Bank
Norinchukin Bank
Japan
$20.8M +$795K 7 0.5% Increased
370
MSA
Mason Street Advisors
Wisconsin
$20.8M -$43.2M 8 0.63% Reduced
371
Intact Investment Management
Intact Investment Management
Quebec, Canada
$20.6M +$5.75M 4 0.83% Increased
372
CC
Clearline Capital
New York
$20.3M $0 1 3.04% Maintained
373
NIM
NXG Investment Management
Texas
$19.5M +$2.42M 3 0.5% Increased
374
BAPIM
British Airways Pensions Investment Management
United Kingdom
$19.4M -$7.07M 1 0.6% Reduced
375
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$19.4M +$3.64M 1 0.85% Increased