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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
376
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$164M +$13.5M 16 0.98% Increased
377
Zacks Investment Management
Zacks Investment Management
Illinois
$164M -$6.7M 7 1.17% Reduced
378
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$164M -$25.3M 11 0.23% Reduced
379
Corvex Management
Corvex Management
New York
$162M +$158M 1 4.94% New
380
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$161M +$40.3M 4 0.58% Increased
381
Soros Fund Management
Soros Fund Management
New York
$160M +$125M 7 1.97% Increased
382
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$158M +$5.43M 25 0.79% Increased
383
Vontobel Holding
Vontobel Holding
Switzerland
$158M +$59M 25 0.5% Increased
384
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$158M +$29.4M 3 3.83% Increased
385
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$155M +$217M 1 0.99% Increased
386
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$154M +$56.2M 8 1.33% Increased
387
Group One Trading
Group One Trading
Illinois
$154M -$11.7M 21 0.22% Reduced
388
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$153M +$35.6M 1 2.69% Increased
389
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$151M +$131M 1 3.34% New
390
Cooperman Leon G
Cooperman Leon G
$150M $0 1 4.24% Maintained
391
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$150M +$12.2M 8 1.15% Increased
392
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$150M -$8.72M 9 1.78% Reduced
393
Pathstone Holdings
Pathstone Holdings
New Jersey
$150M +$2.25M 22 0.44% Increased
394
NHAS
Novo Holdings A/S
Denmark
$150M $0 1 8.68% Maintained
395
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$149M -$49.8M 6 0.56% Reduced
396
NIM
NXG Investment Management
Texas
$148M +$24.4M 7 6.64% Increased
397
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$148M -$1.94M 1 1.71% Reduced
398
Fenimore Asset Management
Fenimore Asset Management
New York
$147M +$1.05M 1 3.05% Increased
399
DAMU
Deltroit Asset Management (UK)
$147M -$26.1M 5 21.17% Reduced
400
WCM Investment Management
WCM Investment Management
California
$146M +$50M 7 0.27% Increased