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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
151
FIG
Fortress Investment Group
New York
$174M +$1.03M 2 7.2% Increased
152
BRIM
Broad Run Investment Management
Virginia
$169M -$11.1M 1 10.6% Reduced
153
River Road Asset Management
River Road Asset Management
Kentucky
$169M +$31M 3 1.82% Increased
154
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$168M -$37M 18 0.02% Reduced
155
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$167M -$27.3M 8 1.25% Reduced
156
Appaloosa LP
Appaloosa LP
New Jersey
$166M -$132M 1 3.43% Reduced
157
Two Sigma Investments
Two Sigma Investments
New York
$163M -$47.8M 8 0.37% Reduced
158
Madison Asset Management
Madison Asset Management
Wisconsin
$162M -$5.8M 4 2.18% Reduced
159
LPL Financial
LPL Financial
California
$159M +$5M 22 0.16% Increased
160
Fenimore Asset Management
Fenimore Asset Management
New York
$159M -$2.4M 2 3.84% Reduced
161
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$158M +$49.6M 9 0.93% Increased
162
Gabelli Funds
Gabelli Funds
New York
$158M -$5.04M 12 1.01% Reduced
163
NHAS
Novo Holdings A/S
Denmark
$157M -$826K 1 6.95% Reduced
164
Truist Financial
Truist Financial
North Carolina
$154M -$30.4M 11 0.25% Reduced
165
KeyBank National Association
KeyBank National Association
Ohio
$154M +$6.11M 9 0.67% Increased
166
MAMU
Marathon Asset Management (UK)
United Kingdom
$149M -$16.4M 1 1.8% Reduced
167
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$149M +$20M 5 2.04% Increased
168
Aristotle Capital Management
Aristotle Capital Management
California
$148M +$35.5M 2 0.28% Increased
169
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$145M -$17.4M 2 4.36% Reduced
170
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$145M -$18.1M 2 1.42% Reduced
171
MP
MFN Partners
Massachusetts
$145M +$28.3M 1 7.78% Increased
172
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$144M +$60.9M 14 4.57% Increased
173
RCM
Redwood Capital Management
New York
$143M +$4.4M 1 9.36% Increased
174
Pentwater Capital Management
Pentwater Capital Management
Florida
$142M -$6.13M 1 1.17% Reduced
175
TAM
Timucuan Asset Management
Florida
$136M -$880K 1 5.39% Reduced