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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
126
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$197M +$27M 2 2.14% Increased
127
Raymond James & Associates
Raymond James & Associates
Florida
$194M +$35.7M 12 0.75% Increased
128
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$194M -$3.95M 11 1.4% Reduced
129
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$193M -$3.65M 9 0.69% Reduced
130
BWA
Brave Warrior Advisors
New York
$190M +$197M 1 5.49% New
131
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$183M +$4.66M 7 0.69% Increased
132
Energy Income Partners
Energy Income Partners
Connecticut
$179M +$42.5M 3 3.31% Increased
133
Artisan Partners
Artisan Partners
Wisconsin
$179M -$22.1M 1 0.33% Reduced
134
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$178M -$69.5M 2 1.02% Reduced
135
GMI
Greystone Managed Investments
Saskatchewan, Canada
$178M +$31.8M 1 4.67% Increased
136
Cohen & Steers
Cohen & Steers
New York
$178M -$9.21M 2 0.54% Reduced
137
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$177M -$3.9M 5 6.33% Reduced
138
Markel Group
Markel Group
Virginia
$175M +$779K 1 4.36% Increased
139
BlackRock Japan
BlackRock Japan
Japan
$174M +$5.91M 8 0.67% Increased
140
Beck Mack & Oliver
Beck Mack & Oliver
New York
$173M -$16.5M 5 4.51% Reduced
141
Select Equity Group
Select Equity Group
New York
$162M -$6.08M 1 1.48% Reduced
142
Putnam Investments
Putnam Investments
Massachusetts
$161M +$3.34M 7 0.32% Increased
143
Eaton Vance Management
Eaton Vance Management
Massachusetts
$157M -$13.7M 6 0.48% Reduced
144
GAMCO Investors
GAMCO Investors
Connecticut
$154M -$4.4M 3 0.84% Reduced
145
RCM
Riverhead Capital Management
Delaware
$152M +$1.69M 9 2.29% Increased
146
Perkins Investment Management
Perkins Investment Management
Illinois
$149M -$22.1M 1 1.7% Reduced
147
TAM
Third Avenue Management
New York
$145M -$5.22M 1 3.64% Reduced
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$142M -$24.9M 9 0.55% Reduced
149
City National Bank
City National Bank
Delaware
$135M +$22.6M 8 1.11% Increased
150
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$131M +$5.54M 6 1% Increased