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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
Appaloosa LP
Appaloosa LP
New Jersey
$233M +$100M 2 4.09% Increased
127
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$230M -$8.24M 8 0.91% Reduced
128
First Pacific Advisors
First Pacific Advisors
California
$228M +$7.65M 1 1.65% Increased
129
Two Sigma Investments
Two Sigma Investments
New York
$228M +$48.5M 8 0.62% Increased
130
HCMT
Highland Capital Management (Texas)
Texas
$226M -$4.64M 1 12.45% Reduced
131
Wedge Capital Management
Wedge Capital Management
North Carolina
$226M +$56.8M 4 2.16% Increased
132
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$216M -$23.6M 4 1.23% Reduced
133
Stifel Financial
Stifel Financial
Missouri
$216M +$17.5M 12 0.62% Increased
134
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$216M +$47.4M 1 0.77% Increased
135
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$210M +$12.3M 15 0.31% Increased
136
Two Sigma Advisers
Two Sigma Advisers
New York
$208M -$100M 8 0.51% Reduced
137
AIM
Assured Investment Management
New York
$206M +$160M 2 3.74% Increased
138
TimesSquare Capital Management
TimesSquare Capital Management
New York
$202M +$20.1M 1 1.34% Increased
139
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$202M +$10.9M 6 0.56% Increased
140
Primecap Management
Primecap Management
California
$199M +$10.8M 2 0.13% Increased
141
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$197M +$7.35M 4 1.68% Increased
142
USAA
United Services Automobile Association
Texas
$195M +$9.33M 11 0.49% Increased
143
H
Hexavest
Quebec, Canada
$194M -$11.8M 6 2.49% Reduced
144
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$192M -$219M 8 0.68% Reduced
145
Gabelli Funds
Gabelli Funds
New York
$189M -$1.7M 11 1.09% Reduced
146
VOYA Investment Management
VOYA Investment Management
Georgia
$187M +$10.7M 12 0.39% Increased
147
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$180M -$9.46M 6 0.72% Reduced
148
AGC
Angelo Gordon & Co
New York
$180M -$30.6M 1 14.15% Reduced
149
Energy Income Partners
Energy Income Partners
Connecticut
$178M -$57.6M 2 3.25% Reduced
150
TAM
Third Avenue Management
New York
$177M -$1.78M 1 10% Reduced