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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
Cannell & Spears
Cannell & Spears
New York
$125M -$4.1M 4 2.35% Reduced
377
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$124M +$4.12M 22 0.75% Increased
378
Oaktree Capital Management
Oaktree Capital Management
California
$124M +$58.3M 1 1.91% Increased
379
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$124M +$5.73M 5 2.01% Increased
380
NEOS Investment Management
NEOS Investment Management
Connecticut
$124M +$30.4M 10 0.93% Increased
381
Private Advisor Group
Private Advisor Group
New Jersey
$123M +$4.11M 26 0.61% Increased
382
Utah Retirement Systems
Utah Retirement Systems
Utah
$123M +$221K 14 1.19% Increased
383
General American Investors
General American Investors
New York
$123M -$13.3M 4 7.11% Reduced
384
IEQ Capital
IEQ Capital
California
$123M +$40.8M 15 0.37% Increased
385
DSM Capital Partners
DSM Capital Partners
Florida
$122M +$719K 1 1.74% Increased
386
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$121M -$14.3M 6 1.96% Reduced
387
C
Chescapmanager
Maryland
$121M -$461K 3 11.52% Reduced
388
AMF Tjänstepension
AMF Tjänstepension
Sweden
$121M -$113M 3 0.76% Reduced
389
Mercer Global Advisors
Mercer Global Advisors
Colorado
$120M -$1.12M 23 0.2% Reduced
390
LHCM
Lloyd Harbor Capital Management
New York
$120M +$9.02M 6 46.88% Increased
391
Sirios Capital Management
Sirios Capital Management
Massachusetts
$120M -$14.1M 2 15.64% Reduced
392
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$120M -$7.54M 17 0.47% Reduced
393
Great Lakes Advisors
Great Lakes Advisors
Illinois
$120M -$28M 7 1% Reduced
394
CPIH
Consolidated Press International Holdings
Australia
$119M $0 1 18.97% Maintained
395
AE Wealth Management
AE Wealth Management
Kansas
$119M +$4.56M 16 0.76% Increased
396
DFO
Duquesne Family Office
New York
$118M +$106M 3 2.91% Increased
397
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$118M -$5.04M 8 1.62% Reduced
398
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$117M +$10.6M 27 0.45% Increased
399
Nicholas Investment Partners
Nicholas Investment Partners
California
$117M +$5.31M 9 8.96% Increased
400
Philosophy Capital Management
Philosophy Capital Management
California
$117M +$2.93M 2 4.8% Increased