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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
KeyBank National Association
KeyBank National Association
Ohio
$174M +$5.43M 8 0.76% Increased
152
LPL Financial
LPL Financial
California
$174M +$12.6M 23 0.16% Increased
153
Canada Life
Canada Life
Manitoba, Canada
$173M -$35.8M 14 0.4% Reduced
154
Madison Asset Management
Madison Asset Management
Wisconsin
$170M +$1.03M 3 2.33% Increased
155
BRIM
Broad Run Investment Management
Virginia
$167M -$10.5M 1 10.72% Reduced
156
NHAS
Novo Holdings A/S
Denmark
$166M +$980K 1 8.56% Increased
157
Fenimore Asset Management
Fenimore Asset Management
New York
$165M -$1.08M 2 4.06% Reduced
158
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$165M +$39.9M 4 0.55% Increased
159
Eaton Vance Management
Eaton Vance Management
Massachusetts
$165M +$63.7M 11 0.23% Increased
160
Korea Investment Corp
Korea Investment Corp
South Korea
$162M -$37.9M 8 0.48% Reduced
161
FIG
Fortress Investment Group
New York
$160M -$473K 3 9.03% Reduced
162
Gabelli Funds
Gabelli Funds
New York
$160M +$3.25M 12 1.06% Increased
163
MP
MFN Partners
Massachusetts
$155M -$8.26M 1 7.08% Reduced
164
Truist Financial
Truist Financial
North Carolina
$151M -$6.13M 9 0.25% Reduced
165
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$150M +$58.8K 9 0.85% Increased
166
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$149M +$593K 2 4.07% Increased
167
Aristotle Capital Management
Aristotle Capital Management
California
$147M -$12.4M 2 0.28% Reduced
168
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$145M -$7.3M 2 1.42% Reduced
169
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$145M +$5.89M 5 2.08% Increased
170
Voloridge Investment Management
Voloridge Investment Management
Florida
$144M +$39.9M 9 0.93% Increased
171
TAM
Timucuan Asset Management
Florida
$142M -$560K 1 5.51% Reduced
172
Addenda Capital
Addenda Capital
Quebec, Canada
$142M -$2.58M 1 6.69% Reduced
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$135M +$764K 11 0.48% Increased
174
RCM
Redwood Capital Management
New York
$135M $0 1 10.39% Maintained
175
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$135M +$756K 11 0.42% Increased