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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
Perpetual Ltd
Perpetual Ltd
Australia
$253M +$250M 5 2.19% New
127
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$252M +$10.5M 3 4.2% Increased
128
Davidson Kempner Partners
Davidson Kempner Partners
New York
$252M +$249M 3 4.88% New
129
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$249M +$95.4M 29 0.05% Increased
130
Magellan Asset Management
Magellan Asset Management
Australia
$243M -$38.5M 5 2.08% Reduced
131
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$242M +$16.1M 17 2.51% Increased
132
Balyasny Asset Management
Balyasny Asset Management
Illinois
$242M -$30.9M 18 0.61% Reduced
133
Stifel Financial
Stifel Financial
Missouri
$235M +$15.6M 18 0.34% Increased
134
CI Investments Inc
CI Investments Inc
Ontario, Canada
$235M +$62.2M 11 1.18% Increased
135
Swedbank
Swedbank
Sweden
$233M +$1.05M 4 0.46% Increased
136
Allianz Asset Management
Allianz Asset Management
Germany
$233M +$10.6M 12 0.41% Increased
137
Laurion Capital Management
Laurion Capital Management
New York
$232M -$14.6M 3 1.58% Reduced
138
Primecap Management
Primecap Management
California
$231M -$2.03M 2 0.2% Reduced
139
London Company of Virginia
London Company of Virginia
Virginia
$230M +$5.04M 1 1.33% Increased
140
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$228M +$12.6M 4 4.02% Increased
141
VOYA Investment Management
VOYA Investment Management
Georgia
$223M +$25.9M 16 0.24% Increased
142
Energy Income Partners
Energy Income Partners
Connecticut
$219M -$10.4M 4 4.84% Reduced
143
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$216M +$40.8M 7 0.48% Increased
144
Korea Investment Corp
Korea Investment Corp
South Korea
$216M +$16M 9 0.63% Increased
145
Select Equity Group
Select Equity Group
New York
$215M -$19.5M 4 0.76% Reduced
146
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$214M +$13.8M 2 1% Increased
147
KeyBank National Association
KeyBank National Association
Ohio
$208M -$23.1M 8 0.99% Reduced
148
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$207M -$37M 15 2.01% Reduced
149
OCAM
Owl Creek Asset Management
New York
$203M -$5.2M 2 10.38% Reduced
150
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$197M -$52.5M 19 0.28% Reduced