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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
Stifel Financial
Stifel Financial
Missouri
$243M +$3.6M 13 0.63% Increased
127
National Pension Service
National Pension Service
South Korea
$243M +$55.6M 7 0.81% Increased
128
Man Group
Man Group
United Kingdom
$238M +$22.3M 10 0.86% Increased
129
HSBC Holdings
HSBC Holdings
United Kingdom
$226M +$1.83M 13 0.43% Increased
130
BRIM
Broad Run Investment Management
Virginia
$225M -$5.77M 1 9.78% Reduced
131
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$223M +$74.5M 2 2.72% Increased
132
London Company of Virginia
London Company of Virginia
Virginia
$222M +$143M 1 1.91% Increased
133
CP
Centerbridge Partners
New York
$221M +$43.4M 1 27.07% Increased
134
Two Sigma Investments
Two Sigma Investments
New York
$219M -$21.4M 7 0.73% Reduced
135
Artisan Partners
Artisan Partners
Wisconsin
$218M -$49M 2 0.4% Reduced
136
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$210M +$537K 7 0.72% Increased
137
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$208M +$22.4M 6 14.89% Increased
138
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$205M +$113M 17 0.41% Increased
139
Energy Income Partners
Energy Income Partners
Connecticut
$196M -$6.76M 2 3.43% Reduced
140
A
Attestor
United Kingdom
$195M +$5.02M 1 100% Increased
141
Primecap Management
Primecap Management
California
$194M +$1.26M 3 0.14% Increased
142
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$194M +$4.06M 7 1.24% Increased
143
HCMT
Highland Capital Management (Texas)
Texas
$194M -$9.23M 2 11.32% Reduced
144
Gabelli Funds
Gabelli Funds
New York
$191M -$15.4M 11 1.22% Reduced
145
Scotia Capital
Scotia Capital
Ontario, Canada
$189M -$1.59M 7 2.3% Reduced
146
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$188M +$9.64M 5 0.71% Increased
147
USAA
United Services Automobile Association
Texas
$184M +$1.05M 10 0.46% Increased
148
EC
Eminence Capital
New York
$183M +$44.8M 1 2.41% Increased
149
Prudential plc
Prudential plc
United Kingdom
$179M +$86.7M 8 0.55% Increased
150
ORIO
Old Republic International (ORI)
Illinois
$177M $0 3 4.58% Maintained