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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
Bessemer Group
Bessemer Group
New Jersey
$411M +$3.52M 13 0.8% Increased
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$411M +$177M 9 0.77% Increased
103
APG Asset Management
APG Asset Management
Netherlands
$410M +$27.2M 10 0.8% Increased
104
Lazard Asset Management
Lazard Asset Management
New York
$407M +$56.2M 13 0.52% Increased
105
LPL Financial
LPL Financial
California
$407M +$22.2M 25 0.25% Increased
106
Soroban Capital Partners
Soroban Capital Partners
New York
$404M +$251M 1 5% Increased
107
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$394M -$125M 3 2.09% Reduced
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$387M -$11.7M 7 0.8% Reduced
109
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$368M -$22.3M 11 0.8% Reduced
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$354M -$20M 17 0.49% Reduced
111
Prudential Financial
Prudential Financial
New Jersey
$352M -$107M 15 0.53% Reduced
112
Markel Group
Markel Group
Virginia
$350M $0 1 3.8% Maintained
113
LSV Asset Management
LSV Asset Management
Illinois
$346M -$3.48M 3 0.75% Reduced
114
Newport Trust Company
Newport Trust Company
District of Columbia
$342M -$7.8M 2 0.91% Reduced
115
Scotia Capital
Scotia Capital
Ontario, Canada
$342M -$2.53M 8 2.21% Reduced
116
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$340M -$65.9M 2 2.99% Reduced
117
SSP
Sixth Street Partners
Texas
$339M -$62.7M 1 33.12% Reduced
118
Select Equity Group
Select Equity Group
New York
$336M +$108M 4 1.2% Increased
119
Artemis Investment Management
Artemis Investment Management
United Kingdom
$313M -$72.3M 5 4.52% Reduced
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$313M +$1.25M 15 0.65% Increased
121
KeyBank National Association
KeyBank National Association
Ohio
$307M -$7.23M 10 1.36% Reduced
122
ECP
Electron Capital Partners
New York
$297M +$22M 3 12.53% Increased
123
Stifel Financial
Stifel Financial
Missouri
$294M +$33.3M 19 0.37% Increased
124
MI
MMCAP International
Cayman Islands
$290M +$36.6M 7 53.07% Increased
125
VOYA Investment Management
VOYA Investment Management
Georgia
$290M +$37.5M 18 0.3% Increased