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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
Corient Private Wealth
Corient Private Wealth
Florida
$191M -$1.01M 15 0.44% Reduced
152
Marshall Wace
Marshall Wace
United Kingdom
$190M +$126M 8 0.38% Increased
153
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$188M -$50.6M 5 3.79% Reduced
154
Osaic Holdings
Osaic Holdings
Arizona
$188M +$55M 32 0.28% Increased
155
Aristotle Capital Management
Aristotle Capital Management
California
$188M +$776K 2 0.4% Increased
156
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$187M -$3.27M 25 1.93% Reduced
157
Select Equity Group
Select Equity Group
New York
$186M -$21.8M 3 0.76% Reduced
158
Natixis Advisors
Natixis Advisors
Massachusetts
$186M +$13M 13 0.57% Increased
159
HighTower Advisors
HighTower Advisors
Illinois
$184M -$15.5M 22 0.35% Reduced
160
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$183M +$9.95M 2 0.89% Increased
161
Panagora Asset Management
Panagora Asset Management
Massachusetts
$180M +$73.9M 10 1.12% Increased
162
Korea Investment Corp
Korea Investment Corp
South Korea
$178M +$8.91M 9 0.52% Increased
163
L1 Capital
L1 Capital
Australia
$177M +$26.9M 1 15.11% Increased
164
Perpetual Ltd
Perpetual Ltd
Australia
$177M -$117M 7 1.83% Reduced
165
Gabelli Funds
Gabelli Funds
New York
$174M -$3.34M 13 1.42% Reduced
166
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$174M -$15.4M 2 0.66% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$174M +$12.4M 11 0.81% Increased
168
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M -$3.23M 24 0.15% Reduced
169
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$172M -$22.7M 13 1.85% Reduced
170
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$172M -$3.95M 5 2.85% Reduced
171
London Company of Virginia
London Company of Virginia
Virginia
$169M -$9.65M 1 1.01% Reduced
172
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$165M -$23.7M 4 4.61% Reduced
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$163M -$13M 19 0.21% Reduced
174
KI
Koch Industries
Kansas
$163M $0 1 14.25% Maintained
175
Two Sigma Investments
Two Sigma Investments
New York
$163M -$18.2M 14 0.44% Reduced