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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
Pendal Group
Pendal Group
Australia
$199M +$67.1M 5 1.93% Increased
152
Macquarie Group
Macquarie Group
Australia
$198M +$4.25M 13 0.24% Increased
153
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$195M -$7M 4 5.36% Reduced
154
Balyasny Asset Management
Balyasny Asset Management
Illinois
$195M +$127M 15 0.6% Increased
155
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$189M +$17.7M 2 3.34% Increased
156
Canada Life
Canada Life
Manitoba, Canada
$187M -$4.25M 15 0.53% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$186M +$6.93M 9 0.87% Increased
158
Första AP-fonden
Första AP-fonden
Sweden
$183M +$90M 7 2.24% Increased
159
AQR Capital Management
AQR Capital Management
Connecticut
$183M -$25.8M 16 0.45% Reduced
160
Driehaus Capital Management
Driehaus Capital Management
Illinois
$181M -$10.2M 5 2.75% Reduced
161
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$175M -$65.6M 1 16.16% Reduced
162
Mizuho Markets Americas
Mizuho Markets Americas
New York
$172M -$1.69M 2 7.54% Reduced
163
ORIO
Old Republic International (ORI)
Illinois
$170M -$13.6M 3 5.66% Reduced
164
Gabelli Funds
Gabelli Funds
New York
$170M +$590K 14 1.4% Increased
165
Voloridge Investment Management
Voloridge Investment Management
Florida
$168M +$65.4M 7 0.91% Increased
166
Allspring Global Investments
Allspring Global Investments
North Carolina
$163M +$39.8K 15 0.29% Increased
167
VOYA Investment Management
VOYA Investment Management
Georgia
$162M -$15.9M 18 0.19% Reduced
168
Aristotle Capital Management
Aristotle Capital Management
California
$158M -$2.51M 2 0.35% Reduced
169
MP
MFN Partners
Massachusetts
$154M +$137M 1 7% New
170
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$154M -$68.6M 22 0.25% Reduced
171
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$154M +$9.34M 5 4.47% Increased
172
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$153M -$317K 12 0.62% Reduced
173
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$151M +$21.7M 9 0.49% Increased
174
HighTower Advisors
HighTower Advisors
Illinois
$148M +$15.2M 19 0.4% Increased
175
MBA
Maple-Brown Abbott
Australia
$146M -$6.28M 2 18.77% Reduced