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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
826
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$34.3M +$10.7M 2 1.36% Increased
827
NBC Securities
NBC Securities
Alabama
$34.2M -$467K 25 2.32% Reduced
828
VFM
Viking Fund Management
North Dakota
$34.1M +$4.63M 7 3.06% Increased
829
Independent Financial Group
Independent Financial Group
California
$33.9M +$829K 16 0.63% Increased
830
Lone Pine Capital
Lone Pine Capital
Connecticut
$33.8M -$1.98B 1 0.21% Reduced
831
LGT Fund Management
LGT Fund Management
Liechtenstein
$33.6M +$253K 5 1.4% Increased
832
Kanawha Capital Management
Kanawha Capital Management
Virginia
$33.1M +$352K 5 2.16% Increased
833
CastleKnight Management
CastleKnight Management
New York
$33M +$8.99M 6 0.45% Increased
834
Advent International
Advent International
Massachusetts
$33M +$3.21M 1 0.19% Increased
835
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$33M +$2.16M 4 1.84% Increased
836
Jefferies Financial Group
Jefferies Financial Group
New York
$33M -$10.5M 14 0.22% Reduced
837
Wealth High Governance Asset Management
Wealth High Governance Asset Management
$32.9M -$11.5M 1 3.5% Reduced
838
Choreo LLC
Choreo LLC
Illinois
$32.8M +$500K 17 0.36% Increased
839
Private Management Group
Private Management Group
California
$32.6M -$181K 3 0.86% Reduced
840
Citizens Financial Group
Citizens Financial Group
Rhode Island
$32.5M +$3.52M 16 0.39% Increased
841
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$32.5M +$2.14M 6 1.18% Increased
842
First Long Island Investors
First Long Island Investors
New York
$32.3M +$17.6M 1 2.29% Increased
843
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$32.3M +$25.9M 10 0.88% Increased
844
Osmosis Investment Management UK
Osmosis Investment Management UK
United Kingdom
$32.2M -$38M 9 1.5% Reduced
845
Quadrant Capital Group
Quadrant Capital Group
Ohio
$32.2M -$2.2M 14 0.88% Reduced
846
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$32.2M -$4.08M 2 2.57% Reduced
847
Wedbush Securities
Wedbush Securities
California
$32.1M +$1.55M 16 0.83% Increased
848
Renaissance Group
Renaissance Group
Kentucky
$31.8M +$27.6M 1 1.29% New
849
Cincinnati Insurance
Cincinnati Insurance
Ohio
$31.8M $0 1 0.46% Maintained
850
Talbot Financial
Talbot Financial
Washington
$31.8M +$442K 1 2.34% Increased