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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
401
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$19.3M +$17.8M 2 0.36% Increased
402
Financial Engines Advisors
Financial Engines Advisors
California
$19.1M +$384K 1 16.04% Increased
403
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$19M +$697K 4 1.98% Increased
404
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$18.9M +$515K 2 0.61% Increased
405
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$18.9M +$258K 4 1.89% Increased
406
FCI
Financial Counselors Inc
Kansas
$18.9M -$390K 4 1.13% Reduced
407
DnB Asset Management
DnB Asset Management
Norway
$18.8M +$3.56M 6 0.4% Increased
408
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$18.8M -$7.35M 3 0.18% Reduced
409
BSPF
British Steel Pension Fund
United Kingdom
$18.8M -$1.38M 2 2.62% Reduced
410
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$18.8M +$26.6K 6 0.79% Increased
411
CC
Cipher Capital
New York
$18.8M +$3.11M 8 1.32% Increased
412
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$18.7M +$598K 1 0.84% Increased
413
TCM
Twin Capital Management
Pennsylvania
$18.4M +$2.45M 7 1.38% Increased
414
Miller Howard Investments
Miller Howard Investments
New York
$18.4M -$1.04M 2 0.33% Reduced
415
WI
Wafra Inc
New York
$18.3M +$13.8M 2 2.23% Increased
416
RC
Randolph Company
Ohio
$18.3M $0 1 4.71% Maintained
417
Stephens Inc
Stephens Inc
Arkansas
$18.3M +$2.01M 5 0.82% Increased
418
MPM
Meritage Portfolio Management
Kansas
$18.1M -$519K 3 2.03% Reduced
419
HIM
Hanlon Investment Management
New Jersey
$18M -$929K 2 1.56% Reduced
420
JAM
JCIC Asset Management
Ontario, Canada
$17.8M +$2M 1 5.29% Increased
421
HA
Heartland Advisors
Wisconsin
$17.4M +$1.53M 2 0.98% Increased
422
GAI
General American Investors
New York
$17.3M $0 1 1.8% Maintained
423
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$17.2M -$994K 1 0.13% Reduced
424
Aristotle Capital Management
Aristotle Capital Management
California
$17.2M -$209K 2 0.19% Reduced
425
RT
Rockland Trust
Massachusetts
$17.2M +$346K 2 2.97% Increased