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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
BRIM
Broad Run Investment Management
Virginia
$234M -$15.1M 1 10.01% Reduced
127
Appaloosa LP
Appaloosa LP
New Jersey
$227M +$19.4M 2 6.65% Increased
128
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$226M +$7.6M 6 14.46% Increased
129
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$215M +$202M 4 2.1% New
130
Scotia Capital
Scotia Capital
Ontario, Canada
$214M -$426K 6 2.52% Reduced
131
NAM
Nexpoint Asset Management
Texas
$213M +$189M 2 13.26% New
132
Energy Income Partners
Energy Income Partners
Connecticut
$211M +$3.85M 2 3.6% Increased
133
HSBC Holdings
HSBC Holdings
United Kingdom
$205M -$36.6M 14 0.38% Reduced
134
VVP
Vulcan Value Partners
Alabama
$203M +$194M 1 1.71% New
135
Gabelli Funds
Gabelli Funds
New York
$202M +$5.6M 12 1.34% Increased
136
Panagora Asset Management
Panagora Asset Management
Massachusetts
$199M +$59M 10 0.92% Increased
137
Primecap Management
Primecap Management
California
$197M -$1.28M 3 0.16% Reduced
138
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$194M -$10.7M 7 1.33% Reduced
139
SCM
Scopia Capital Management
New York
$190M -$111M 1 11.15% Reduced
140
Two Sigma Investments
Two Sigma Investments
New York
$185M +$34.4M 8 0.62% Increased
141
SPC
Silver Point Capital
Connecticut
$179M +$71.3M 1 6.84% Increased
142
UH
Unigestion Holding
Switzerland
$178M +$16.9M 2 4.93% Increased
143
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$176M -$7.16M 10 1.7% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$176M +$28.7M 11 0.81% Increased
145
ORIO
Old Republic International (ORI)
Illinois
$175M -$14.3M 3 4.68% Reduced
146
LM
Lasry Marc
$172M $0 1 56.19% Maintained
147
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$169M -$185M 8 0.3% Reduced
148
Chevy Chase Trust
Chevy Chase Trust
Maryland
$166M +$2.48M 5 0.68% Increased
149
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$166M +$33.7M 9 0.64% Increased
150
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$166M -$2.11M 7 0.79% Reduced