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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
RCW
Rheos Capital Works
Japan
$85.1M -$19M 5 4.44% Reduced
377
Mutual of America Capital Management
Mutual of America Capital Management
New York
$84.8M -$667K 12 0.89% Reduced
378
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.2M +$9.67M 14 0.37% Increased
379
MML Investors Services
MML Investors Services
Massachusetts
$84.1M +$2.02M 16 0.31% Increased
380
VCM
Valiant Capital Management
California
$83.6M +$23.5M 3 4.62% Increased
381
Twin Tree Management
Twin Tree Management
Texas
$83.1M -$34M 4 0.16% Reduced
382
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$82.8M +$30.6M 7 2.11% Increased
383
Great Lakes Advisors
Great Lakes Advisors
Illinois
$82.8M +$1.69M 6 0.69% Increased
384
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$82.6M -$369K 5 2.64% Reduced
385
NCA
Newbrook Capital Advisors
New York
$82.4M +$20.2M 2 11.11% Increased
386
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$82.3M -$14.5M 10 0.16% Reduced
387
SFG
Sather Financial Group
Texas
$82M +$220K 1 5.28% Increased
388
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$82M -$4.11M 5 1.23% Reduced
389
Xponance
Xponance
Pennsylvania
$81.2M -$37.6K 17 0.78% Reduced
390
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$81.1M +$15.9M 5 1.6% Increased
391
Daiwa Securities Group
Daiwa Securities Group
Japan
$80.9M +$9.03M 11 0.37% Increased
392
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$80.9M -$130K 11 1.15% Reduced
393
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$80M -$115K 4 1.55% Reduced
394
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$79.5M +$1.64M 5 0.63% Increased
395
Covea Finance
Covea Finance
France
$79.5M +$2.06M 3 3.49% Increased
396
Aviso Financial
Aviso Financial
Ontario, Canada
$79.5M +$1.86M 5 3.94% Increased
397
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$79.4M -$1.54M 1 5.54% Reduced
398
Yacktman Asset Management
Yacktman Asset Management
Texas
$79.3M +$62.7M 1 0.81% New
399
Pathstone Holdings
Pathstone Holdings
New Jersey
$79.1M -$2.45M 22 0.35% Reduced
400
Yousif Capital Management
Yousif Capital Management
Michigan
$78.7M -$2.63M 16 0.85% Reduced