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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
101
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$332M +$9.87M 3 1.01% Increased
102
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$326M +$69.7M 15 0.91% Increased
103
Prudential Financial
Prudential Financial
New Jersey
$314M +$7.53M 12 0.43% Increased
104
AQR Capital Management
AQR Capital Management
Connecticut
$312M -$1.43M 12 0.54% Reduced
105
Baupost Group
Baupost Group
Massachusetts
$312M $0 1 2.53% Maintained
106
SII
Silchester International Investors
United Kingdom
$304M $0 1 19.45% Maintained
107
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$303M -$4.17M 2 2.8% Reduced
108
London Company of Virginia
London Company of Virginia
Virginia
$299M +$6.62M 1 1.59% Increased
109
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$295M +$41.4M 12 1.81% Increased
110
National Pension Service
National Pension Service
South Korea
$294M +$4.22M 5 0.56% Increased
111
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$288M -$41.6M 3 5.64% Reduced
112
HSBC Holdings
HSBC Holdings
United Kingdom
$284M +$5.93M 16 0.3% Increased
113
SPC
Silver Point Capital
Connecticut
$282M -$42.2M 1 15.45% Reduced
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$281M -$12.5M 12 0.53% Reduced
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$276M -$41.8M 7 0.54% Reduced
116
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$271M +$20.4M 1 1.03% Increased
117
Renaissance Technologies
Renaissance Technologies
New York
$269M -$36.9M 14 0.34% Reduced
118
Confluence Investment Management
Confluence Investment Management
Missouri
$267M +$1.65M 4 3.55% Increased
119
MBA
Maple-Brown Abbott
Australia
$259M +$39.7M 2 14% Increased
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$254M -$47.6M 8 0.52% Reduced
121
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$247M +$36.1M 10 2.05% Increased
122
Energy Income Partners
Energy Income Partners
Connecticut
$246M -$42.9M 3 6.03% Reduced
123
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$244M -$42.4M 3 3.49% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$235M -$12.4M 12 0.49% Reduced
125
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$235M +$6.89M 6 7.64% Increased