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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
Putnam Investments
Putnam Investments
Massachusetts
$185M +$19.1M 5 0.41% Increased
127
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$184M -$4.07M 7 1.54% Reduced
128
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$184M +$21.2M 7 0.77% Increased
129
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$179M -$42.6M 5 5.38% Reduced
130
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$174M -$6.55M 3 3.3% Reduced
131
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$172M +$108M 7 1.33% Increased
132
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$164M -$54.9M 2 1.84% Reduced
133
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$163M -$24M 5 6.33% Reduced
134
City National Bank
City National Bank
Delaware
$159M +$15.3M 7 1.37% Increased
135
Markel Group
Markel Group
Virginia
$158M +$598K 1 4.16% Increased
136
Perkins Investment Management
Perkins Investment Management
Illinois
$156M -$7.12M 2 2.25% Reduced
137
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$154M -$26.9M 11 1.38% Reduced
138
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$154M +$18.8M 6 1.17% Increased
139
Sentry Investments
Sentry Investments
Ontario, Canada
$152M +$51.8M 2 1.84% Increased
140
GMI
Greystone Managed Investments
Saskatchewan, Canada
$151M -$8.34M 1 5.6% Reduced
141
RCM
Riverhead Capital Management
Delaware
$151M -$7.94M 10 2.38% Reduced
142
Beck Mack & Oliver
Beck Mack & Oliver
New York
$150M +$1.74M 5 4.53% Increased
143
Artisan Partners
Artisan Partners
Wisconsin
$149M +$7.07M 1 0.3% Increased
144
TAM
Third Avenue Management
New York
$144M +$14.8M 1 3.93% Increased
145
ING Group
ING Group
Netherlands
$143M -$91.1M 6 0.99% Reduced
146
Aperio Group
Aperio Group
California
$137M +$42.1M 13 1.4% Increased
147
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$135M +$31.5M 2 0.55% Increased
148
BRIM
Broad Run Investment Management
Virginia
$135M +$35.3M 1 7.66% Increased
149
Horizon Kinetics
Horizon Kinetics
New York
$133M -$59.5M 2 2.41% Reduced
150
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$132M +$2.08M 9 0.81% Increased