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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
London Company of Virginia
London Company of Virginia
Virginia
$247M -$18M 1 1.46% Reduced
127
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$241M -$371M 16 0.36% Reduced
128
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$241M +$34.1M 3 4.56% Increased
129
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$240M -$53M 2 0.74% Reduced
130
Laurion Capital Management
Laurion Capital Management
New York
$240M -$33.9M 2 1.12% Reduced
131
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$237M -$41.5M 11 2.1% Reduced
132
Energy Income Partners
Energy Income Partners
Connecticut
$231M -$37.3M 4 5.2% Reduced
133
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$231M -$10.2M 4 5.93% Reduced
134
Swedbank
Swedbank
Sweden
$229M +$20.4M 4 0.5% Increased
135
Viking Global Investors
Viking Global Investors
Connecticut
$228M -$370M 1 1.14% Reduced
136
ClearBridge Investments
ClearBridge Investments
New York
$228M -$52.9M 7 0.23% Reduced
137
Allianz Asset Management
Allianz Asset Management
Germany
$226M -$16.5M 10 0.44% Reduced
138
Stifel Financial
Stifel Financial
Missouri
$221M -$7.04M 18 0.33% Reduced
139
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$220M +$22.2M 2 1% Increased
140
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$220M -$6.91M 4 3.83% Reduced
141
Primecap Management
Primecap Management
California
$219M -$27.9M 2 0.2% Reduced
142
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$217M -$25.9M 16 2.38% Reduced
143
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$215M -$60.8M 5 0.77% Reduced
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$215M +$20.8M 9 0.94% Increased
145
OCAM
Owl Creek Asset Management
New York
$214M -$54.5M 2 7.19% Reduced
146
Select Equity Group
Select Equity Group
New York
$214M +$88.2M 3 0.81% Increased
147
Pendal Group
Pendal Group
Australia
$213M +$19M 6 1.84% Increased
148
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M +$41.3M 15 0.36% Increased
149
KeyBank National Association
KeyBank National Association
Ohio
$209M -$2.02M 9 1.03% Reduced
150
Appaloosa LP
Appaloosa LP
New Jersey
$207M -$20.8M 1 15.34% Reduced