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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
451
CWA Asset Management Group
CWA Asset Management Group
Florida
$26.3M -$4.05M 3 2.46% Reduced
452
LCP
LGT Capital Partners
Switzerland
$26.2M +$2.48M 1 0.8% Increased
453
KCM
Kanawha Capital Management
Virginia
$26.1M +$286K 3 2.65% Increased
454
LCS
Levin Capital Strategies
New York
$26.1M -$1.01M 4 3.09% Reduced
455
FFA
First Foundation Advisors
California
$26M +$441K 2 1.15% Increased
456
Alpha Wave Global
Alpha Wave Global
New York
$25.9M -$4.02M 3 2.66% Reduced
457
SAM
Securian Asset Management
Minnesota
$25.6M -$3.63M 9 0.61% Reduced
458
TAM
Third Avenue Management
New York
$25.2M -$5.66M 1 4.49% Reduced
459
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$25.2M -$16.6M 1 0.37% Reduced
460
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$24.7M +$13.1M 1 1.11% Increased
461
EIP
Easterly Investment Partners
Massachusetts
$24.6M -$7.95M 1 2.2% Reduced
462
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$24.5M +$8.93M 3 0.08% Increased
463
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$24.5M -$6.44M 5 1.66% Reduced
464
Advisors Asset Management
Advisors Asset Management
Colorado
$24.4M +$1.4M 12 0.44% Increased
465
Masters Capital Management
Masters Capital Management
Georgia
$24.3M $0 1 1.14% Maintained
466
Merewether Investment Management
Merewether Investment Management
Texas
$24.2M +$26.2M 1 3.14% New
467
Andra AP-fonden
Andra AP-fonden
Sweden
$24.1M +$25.9M 6 0.69% New
468
GF
Greenhouse Funds
Maryland
$23.9M +$9.15M 1 2.64% Increased
469
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$23.9M -$7.54M 4 0.34% Reduced
470
SP
Solel Partners
Massachusetts
$23.9M -$3.53M 1 4.4% Reduced
471
GIP
Granite Investment Partners
California
$23.8M -$4.64M 1 0.99% Reduced
472
Miller Howard Investments
Miller Howard Investments
New York
$23.8M +$1.75M 5 0.92% Increased
473
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$23.6M -$9.4M 6 0.52% Reduced
474
Daiwa Securities Group
Daiwa Securities Group
Japan
$23.3M +$964K 9 0.18% Increased
475
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$22.9M -$977K 6 0.52% Reduced