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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
ZP
Zimmer Partners
New York
$209M -$465M 5 7.66% Reduced
152
L1 Capital
L1 Capital
Australia
$208M +$5.25M 1 19.48% Increased
153
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$207M -$15.3M 3 0.73% Reduced
154
SEI Investments
SEI Investments
Pennsylvania
$207M -$8.57M 16 0.33% Reduced
155
Scharf Investments
Scharf Investments
California
$205M +$547K 1 5.62% Increased
156
Aberdeen Group
Aberdeen Group
United Kingdom
$198M +$53.3M 8 0.43% Increased
157
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$197M +$165M 21 0.38% Increased
158
AQR Capital Management
AQR Capital Management
Connecticut
$196M -$34.7M 15 0.37% Reduced
159
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$192M -$16.9M 13 1.81% Reduced
160
Snyder Capital Management
Snyder Capital Management
California
$192M -$26.4M 1 4.33% Reduced
161
Voloridge Investment Management
Voloridge Investment Management
Florida
$192M +$51.7M 6 0.76% Increased
162
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$190M +$2.25M 5 3.07% Increased
163
HighTower Advisors
HighTower Advisors
Illinois
$189M -$11.2M 22 0.32% Reduced
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$189M +$76.8K 11 0.8% Increased
165
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$189M -$3.14M 2 0.83% Reduced
166
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$186M -$33.4M 14 0.53% Reduced
167
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$183M -$3.26M 25 0.14% Reduced
168
Truist Financial
Truist Financial
North Carolina
$183M +$31M 14 0.29% Increased
169
Korea Investment Corp
Korea Investment Corp
South Korea
$180M -$20.3M 9 0.47% Reduced
170
Gabelli Funds
Gabelli Funds
New York
$180M -$8.68M 12 1.39% Reduced
171
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$180M -$6.43M 2 0.64% Reduced
172
Empyrean Capital Partners
Empyrean Capital Partners
California
$180M +$121M 3 10.92% Increased
173
Panagora Asset Management
Panagora Asset Management
Massachusetts
$179M -$20.5M 10 1% Reduced
174
Osaic Holdings
Osaic Holdings
Arizona
$174M -$28.8M 31 0.3% Reduced
175
River Road Asset Management
River Road Asset Management
Kentucky
$173M -$13.6M 2 2.41% Reduced