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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
Baird Financial Group
Baird Financial Group
Wisconsin
$300M +$224M 14 0.62% Increased
152
Natixis Advisors
Natixis Advisors
Massachusetts
$298M +$32.9M 17 0.65% Increased
153
Corient Private Wealth
Corient Private Wealth
Florida
$295M +$18.9M 17 0.51% Increased
154
SSP
Sixth Street Partners
Texas
$293M -$35.2M 1 39.62% Reduced
155
L1 Capital
L1 Capital
Australia
$289M +$47.7M 1 26.39% Increased
156
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$288M +$1.08M 2 1.23% Increased
157
Pershing Square Capital Management
Pershing Square Capital Management
New York
$285M +$286M 1 2.73% New
158
Swedbank
Swedbank
Sweden
$283M +$5.14M 5 0.38% Increased
159
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$282M +$253M 9 1.77% Increased
160
DFO
Duquesne Family Office
New York
$277M -$2.45M 2 9.48% Reduced
161
Artemis Investment Management
Artemis Investment Management
United Kingdom
$269M -$2.26M 6 3.61% Reduced
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$269M +$47.9M 16 0.71% Increased
163
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$263M -$11.7M 3 1.4% Reduced
164
Nordea Investment Management
Nordea Investment Management
Sweden
$261M +$54M 9 0.31% Increased
165
Aberdeen Group
Aberdeen Group
United Kingdom
$257M +$11.8M 9 0.49% Increased
166
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$255M +$19.7M 26 2.29% Increased
167
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$254M +$35M 2 6.66% Increased
168
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$251M -$4.57M 1 20.84% Reduced
169
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$249M +$37.2M 27 0.17% Increased
170
WCM Investment Management
WCM Investment Management
California
$249M +$222M 4 0.59% Increased
171
Canada Life
Canada Life
Manitoba, Canada
$249M +$70.1K 14 0.47% Increased
172
Man Group
Man Group
United Kingdom
$245M +$77.1M 15 0.62% Increased
173
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$242M +$7.16M 34 0.04% Increased
174
Aristotle Capital Management
Aristotle Capital Management
California
$239M +$3.96M 2 0.46% Increased
175
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$237M -$49.2M 1 2.28% Reduced