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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
$232M -$22.4M 1 10.11% Reduced
127
Appaloosa LP
Appaloosa LP
New Jersey
$229M -$6.09M 2 5.74% Reduced
128
Prudential plc
Prudential plc
United Kingdom
$229M -$18M 7 0.96% Reduced
129
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$228M +$18.8M 8 1.57% Increased
130
Pentwater Capital Management
Pentwater Capital Management
Florida
$227M +$105M 1 3.71% Increased
131
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$225M +$60.7M 2 2.42% Increased
132
VOYA Investment Management
VOYA Investment Management
Georgia
$224M -$43.3M 13 0.46% Reduced
133
Scotia Capital
Scotia Capital
Ontario, Canada
$221M -$15.9M 6 2.45% Reduced
134
VVP
Vulcan Value Partners
Alabama
$213M -$7.08M 1 1.64% Reduced
135
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$212M +$24.2M 9 1.58% Increased
136
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$211M +$27.9M 10 0.93% Increased
137
Primecap Management
Primecap Management
California
$211M -$201K 3 0.15% Reduced
138
Panagora Asset Management
Panagora Asset Management
Massachusetts
$209M +$16.2M 10 0.95% Increased
139
Baupost Group
Baupost Group
Massachusetts
$205M -$48.1M 1 2.27% Reduced
140
Apollo Management Holdings
Apollo Management Holdings
New York
$203M -$127M 1 1.98% Reduced
141
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$203M -$71.4M 1 4.58% Reduced
142
Truist Financial
Truist Financial
North Carolina
$201M +$170M 12 0.41% Increased
143
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$192M +$80.8M 4 0.63% Increased
144
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$189M -$27.6M 4 1.98% Reduced
145
ClearBridge Investments
ClearBridge Investments
New York
$179M -$46.9M 10 0.15% Reduced
146
ORIO
Old Republic International (ORI)
Illinois
$177M $0 3 4.42% Maintained
147
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$175M +$110M 8 4.27% Increased
148
Aperio Group
Aperio Group
California
$175M +$13.7M 13 0.63% Increased
149
Gabelli Funds
Gabelli Funds
New York
$172M -$33.7M 12 1.11% Reduced
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$168M +$325K 7 0.64% Increased