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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
Daiwa Securities Group
Daiwa Securities Group
Japan
$128M -$327K 12 0.47% Reduced
352
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$127M -$1.44M 14 1.85% Reduced
353
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$126M +$41.2K 6 2.1% Increased
354
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$126M -$2.92M 11 0.27% Reduced
355
Twin Tree Management
Twin Tree Management
Texas
$125M +$31.4M 7 0.23% Increased
356
IFM Investors
IFM Investors
Australia
$125M +$4.19M 9 1.19% Increased
357
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$124M +$170K 5 1.48% Increased
358
GRA
Goehring & Rozencwajg Associates
New York
$124M -$4.63M 8 19.01% Reduced
359
BCM
Bornite Capital Management
New York
$124M +$20M 4 12.44% Increased
360
ARK Investment Management
ARK Investment Management
Florida
$124M +$55.1M 3 0.91% Increased
361
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$122M -$8.19M 16 0.47% Reduced
362
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$122M -$55.4M 22 0.27% Reduced
363
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$120M +$36.1M 19 0.51% Increased
364
MCI
McDonald Capital Investors
California
$120M -$3.41M 1 7.54% Reduced
365
Slate Path Capital
Slate Path Capital
New York
$119M -$50.3M 1 2.06% Reduced
366
Xponance
Xponance
Pennsylvania
$119M +$14M 20 0.99% Increased
367
SCM
Sirios Capital Management
Massachusetts
$119M -$11.4M 2 17.18% Reduced
368
Cannell & Spears
Cannell & Spears
New York
$116M -$2.47M 4 2.35% Reduced
369
Jump Financial
Jump Financial
Illinois
$116M -$10.2M 15 1.26% Reduced
370
GAI
General American Investors
New York
$116M -$2.67M 4 7.42% Reduced
371
Groupama Asset Management
Groupama Asset Management
France
$116M +$5.7M 5 1.9% Increased
372
Group One Trading
Group One Trading
Illinois
$115M +$21.7M 24 0.25% Increased
373
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$115M +$39.1M 8 1.73% Increased
374
Maverick Capital
Maverick Capital
Texas
$114M -$47.4M 1 1.72% Reduced
375
Utah Retirement Systems
Utah Retirement Systems
Utah
$114M +$209K 14 1.19% Increased