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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
76
ClearBridge Investments
ClearBridge Investments
New York
$461M +$39.8M 9 0.41% Increased
77
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$445M +$15.9M 12 0.57% Increased
78
Abrams Capital Management
Abrams Capital Management
Massachusetts
$445M +$404M 1 12.5% New
79
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$441M +$24.7M 12 1.75% Increased
80
American Century Companies
American Century Companies
Missouri
$440M +$44.5M 7 0.45% Increased
81
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$438M +$4.62M 1 3.12% Increased
82
Baupost Group
Baupost Group
Massachusetts
$436M +$146M 1 3.66% Increased
83
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$436M +$10.3M 4 6.55% Increased
84
LM
Luminus Management
Texas
$424M -$199M 3 9.11% Reduced
85
CI Investments Inc
CI Investments Inc
Ontario, Canada
$422M -$860K 2 2.37% Reduced
86
Russell Investments Group
Russell Investments Group
United Kingdom
$422M -$10.5M 14 0.78% Reduced
87
ACG
Anchorage Capital Group
New York
$417M +$226M 1 14.9% Increased
88
Nordea Investment Management
Nordea Investment Management
Sweden
$410M -$154M 11 0.85% Reduced
89
Prudential Financial
Prudential Financial
New Jersey
$400M +$96.2M 11 0.66% Increased
90
Raymond James & Associates
Raymond James & Associates
Florida
$398M +$16.1M 15 0.6% Increased
91
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$395M +$6.47M 2 7.57% Increased
92
GFA
Gallagher Fiduciary Advisors
Illinois
$395M +$358M 1 51.73% New
93
Davenport & Co
Davenport & Co
Virginia
$394M -$5.41M 4 4.91% Reduced
94
Credit Suisse
Credit Suisse
Switzerland
$389M -$83M 17 0.35% Reduced
95
FIG
Fortress Investment Group
New York
$381M $0 1 38.83% Maintained
96
Barclays
Barclays
United Kingdom
$375M +$57.7M 17 0.26% Increased
97
SII
Silchester International Investors
United Kingdom
$366M -$28.2M 1 24.69% Reduced
98
SCM
Scopia Capital Management
New York
$344M -$3.61M 1 12.72% Reduced
99
First Trust Advisors
First Trust Advisors
Illinois
$339M +$6.28M 12 0.67% Increased
100
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$337M +$4.83M 12 0.69% Increased