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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$413M -$11.2M 11 1.91% Reduced
152
Westfield Capital Management
Westfield Capital Management
Massachusetts
$406M +$183M 6 1.77% Increased
153
Nordea Investment Management
Nordea Investment Management
Sweden
$401M +$43.6M 9 0.42% Increased
154
Munro Partners
Munro Partners
Australia
$394M -$31.3M 6 13.08% Reduced
155
Aristotle Capital Management
Aristotle Capital Management
California
$392M -$11.3M 2 0.76% Reduced
156
Two Sigma Investments
Two Sigma Investments
New York
$392M -$50.6M 22 0.85% Reduced
157
SEI Investments
SEI Investments
Pennsylvania
$387M +$17.6M 21 0.5% Increased
158
Appaloosa LP
Appaloosa LP
New Jersey
$372M +$198M 1 5.76% Increased
159
ZP
Zimmer Partners
New York
$358M -$15.2M 5 6.18% Reduced
160
Corient Private Wealth
Corient Private Wealth
Florida
$354M -$15.5M 20 0.59% Reduced
161
HighTower Advisors
HighTower Advisors
Illinois
$353M +$44.1M 23 0.48% Increased
162
AssetMark Inc
AssetMark Inc
California
$351M +$35.3M 18 0.95% Increased
163
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$351M +$28.7K 20 0.9% Increased
164
KeyBank National Association
KeyBank National Association
Ohio
$349M -$6.78M 12 1.34% Reduced
165
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$349M -$38.7M 3 1.9% Reduced
166
Fred Alger Management
Fred Alger Management
New York
$348M +$40.7M 5 1.66% Increased
167
Primecap Management
Primecap Management
California
$341M -$20M 2 0.26% Reduced
168
Aberdeen Group
Aberdeen Group
United Kingdom
$341M -$2.5M 9 0.64% Reduced
169
Artemis Investment Management
Artemis Investment Management
United Kingdom
$331M -$43.6M 6 4.72% Reduced
170
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$328M +$339M 16 0.65% New
171
Driehaus Capital Management
Driehaus Capital Management
Illinois
$327M +$112M 7 2.7% Increased
172
Prudential Financial
Prudential Financial
New Jersey
$325M -$113M 18 0.45% Reduced
173
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$323M -$4.01M 25 2.61% Reduced
174
Alyeska Investment Group
Alyeska Investment Group
Illinois
$322M -$22.9M 13 1.21% Reduced
175
Truist Financial
Truist Financial
North Carolina
$321M +$21.9M 19 0.5% Increased