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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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$204M -$24.7K 9 2.14% Reduced
152
Eaton Vance Management
Eaton Vance Management
Massachusetts
$202M +$14.8M 12 0.25% Increased
153
BAMCO Inc
BAMCO Inc
New York
$199M +$54.1M 2 0.42% Increased
154
Canada Life
Canada Life
Manitoba, Canada
$198M +$9.76M 15 0.41% Increased
155
River Road Asset Management
River Road Asset Management
Kentucky
$193M -$25.7M 2 2.05% Reduced
156
BRIM
Broad Run Investment Management
Virginia
$193M +$3.55M 1 11.91% Increased
157
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$189M +$679K 9 0.99% Increased
158
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$188M +$53.9M 5 1.34% Increased
159
Allianz Asset Management
Allianz Asset Management
Germany
$187M -$33.5M 12 0.13% Reduced
160
KeyBank National Association
KeyBank National Association
Ohio
$187M +$9.59M 8 0.75% Increased
161
Aristotle Capital Management
Aristotle Capital Management
California
$186M +$26.1M 2 0.31% Increased
162
Fenimore Asset Management
Fenimore Asset Management
New York
$183M -$3.37M 2 4.07% Reduced
163
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$183M -$57.3M 10 0.44% Reduced
164
Allspring Global Investments
Allspring Global Investments
North Carolina
$181M +$170M 12 0.2% New
165
Madison Asset Management
Madison Asset Management
Wisconsin
$178M -$10.7M 3 2.34% Reduced
166
NHAS
Novo Holdings A/S
Denmark
$176M -$10.1M 1 8.35% Reduced
167
Mizuho Markets Americas
Mizuho Markets Americas
New York
$175M +$154M 1 9.12% New
168
Gabelli Funds
Gabelli Funds
New York
$172M +$729K 12 1.09% Increased
169
DZ Bank
DZ Bank
Germany
$171M +$94.6M 4 0.12% Increased
170
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$167M +$53.3M 4 2.39% Increased
171
SSM
Sound Shore Management
Connecticut
$162M -$6.19M 1 4.5% Reduced
172
D.E. Shaw & Co
D.E. Shaw & Co
New York
$161M -$170M 15 0.13% Reduced
173
TAM
Timucuan Asset Management
Florida
$161M +$257K 1 5.9% Increased
174
Addenda Capital
Addenda Capital
Quebec, Canada
$160M +$154K 1 6.87% Increased
175
Truist Financial
Truist Financial
North Carolina
$159M -$5.47M 10 0.24% Reduced