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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
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$67.2M -$1.16M 4 2.3% Reduced
377
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$67.1M -$8.58M 1 1.26% Reduced
378
BG
Bollard Group
Massachusetts
$66.9M +$2.24M 6 1.89% Increased
379
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$66.7M -$11.2M 10 1.01% Reduced
380
Martingale Asset Management
Martingale Asset Management
Massachusetts
$66.4M -$4.77M 4 1.44% Reduced
381
Yousif Capital Management
Yousif Capital Management
Michigan
$66.2M -$3.71M 16 0.75% Reduced
382
Great Lakes Advisors
Great Lakes Advisors
Illinois
$65.8M +$20.2M 6 0.58% Increased
383
NOCM
Night Owl Capital Management
Connecticut
$65.8M +$19.4M 3 9.84% Increased
384
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$65.7M +$143K 12 1.21% Increased
385
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$65.4M +$47.4M 31 1.1% Increased
386
Xponance
Xponance
Pennsylvania
$65.3M +$10.5M 17 0.67% Increased
387
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$65.1M -$846K 3 1.32% Reduced
388
Nissay Asset Management
Nissay Asset Management
Japan
$64.3M +$18.3M 8 0.43% Increased
389
GLCM
Greenlea Lane Capital Management
Connecticut
$64.3M $0 1 17.54% Maintained
390
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$64M +$2.76M 2 0.6% Increased
391
CCLA Investment Management
CCLA Investment Management
United Kingdom
$64M +$1.19M 1 0.99% Increased
392
SFG
Sather Financial Group
Texas
$63.9M +$5.74M 1 4.43% Increased
393
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$63.9M -$3.65M 4 0.09% Reduced
394
Calamos Advisors
Calamos Advisors
Illinois
$63.8M +$11.2M 5 0.28% Increased
395
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$63.6M -$291K 1 4.87% Reduced
396
Quadrature Capital
Quadrature Capital
United Kingdom
$63.1M +$28.2M 4 1.06% Increased
397
Madison Asset Management
Madison Asset Management
Wisconsin
$63.1M -$1.5M 3 0.78% Reduced
398
Sanctuary Advisors
Sanctuary Advisors
Indiana
$62.7M +$65.5M 15 0.46% New
399
Kinetic Partners Management
Kinetic Partners Management
Florida
$62.2M +$33.3M 1 4.53% Increased
400
JVBC
J.V. Bruni & Co
Colorado
$62.2M -$224K 1 7.75% Reduced