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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
INTECH Investment Management
INTECH Investment Management
Florida
$111M -$67.4M 21 1.07% Reduced
352
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$110M +$21.8M 15 0.45% Increased
353
Amalgamated Bank
Amalgamated Bank
New York
$109M -$1.5M 22 0.89% Reduced
354
Gotham Asset Management
Gotham Asset Management
New York
$109M +$46.5M 16 1.03% Increased
355
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$109M -$14.7M 7 0.14% Reduced
356
SA
Situational Awareness
California
$109M +$111M 3 42.62% New
357
Maverick Capital
Maverick Capital
Texas
$108M +$93M 1 1.94% Increased
358
Westwood Holdings Group
Westwood Holdings Group
Texas
$107M +$76.3M 5 0.82% Increased
359
Calamos Advisors
Calamos Advisors
Illinois
$107M -$1.21M 7 0.45% Reduced
360
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$107M -$7.8M 5 3.05% Reduced
361
PineBridge Investments
PineBridge Investments
New York
$107M -$23.7M 15 0.8% Reduced
362
TAM
Telemark Asset Management
Massachusetts
$105M -$1.15M 5 10.49% Reduced
363
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$105M +$25.8M 6 3.53% Increased
364
KBC Group
KBC Group
Belgium
$105M +$15.1M 16 0.29% Increased
365
Andra AP-fonden
Andra AP-fonden
Sweden
$104M +$8.38M 6 1.66% Increased
366
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$104M -$4.06M 14 0.41% Reduced
367
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$103M +$15M 6 1.29% Increased
368
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$102M -$106M 2 1.31% Reduced
369
Czech National Bank
Czech National Bank
Czech Republic
$102M +$6.6M 9 0.95% Increased
370
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$102M +$5.74M 3 13.2% Increased
371
ING Group
ING Group
Netherlands
$101M +$46.9M 8 0.68% Increased
372
GDS
Gimbel Daniel Scott
$101M -$975K 1 23.66% Reduced
373
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$101M +$104M 26 0.98% New
374
TA
Trivest Advisors
Hong Kong
$100M +$104M 2 4.55% Increased
375
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$99.4M -$3.61M 2 0.85% Reduced