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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
176
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$105M -$40.8M 8 0.95% Reduced
177
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$104M -$4.61M 1 2.04% Reduced
178
Numeric Investors
Numeric Investors
Massachusetts
$104M +$25.4M 5 1.28% Increased
179
Bessemer Group
Bessemer Group
New Jersey
$101M +$40.9M 8 0.51% Increased
180
KBC Group
KBC Group
Belgium
$100M +$47.8M 10 1.28% Increased
181
Regions Financial Corp
Regions Financial Corp
Alabama
$95.6M -$1.88M 7 1.23% Reduced
182
Pzena Investment Management
Pzena Investment Management
New York
$95.5M -$9.37M 1 0.53% Reduced
183
BRIM
Broad Run Investment Management
Virginia
$94.8M +$10.7M 1 6.09% Increased
184
WI
WHV Investments
California
$93.5M -$9.22M 1 1.84% Reduced
185
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$92.5M -$4.44M 5 0.18% Reduced
186
Macquarie Group
Macquarie Group
Australia
$91M +$18.5M 7 0.18% Increased
187
Nuveen
Nuveen
North Carolina
$90.2M +$12.6M 10 0.49% Increased
188
STRS Ohio
STRS Ohio
Ohio
$89.9M -$2.2M 7 0.4% Reduced
189
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$89.8M -$25.9M 13 0.25% Reduced
190
Aperio Group
Aperio Group
California
$88.5M +$9.69M 12 0.99% Increased
191
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$87.6M -$5.28M 8 0.64% Reduced
192
ICM
IronBridge Capital Management
Illinois
$86.1M +$28.3M 2 2.45% Increased
193
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85.4M -$16.2M 3 0.22% Reduced
194
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$85.3M -$7.66M 3 0.31% Reduced
195
Stifel Financial
Stifel Financial
Missouri
$85M +$9.84M 11 0.47% Increased
196
Point72 Asset Management
Point72 Asset Management
Connecticut
$82.8M +$81.4M 3 0.56% New
197
Martingale Asset Management
Martingale Asset Management
Massachusetts
$82.2M +$23.8M 5 1.96% Increased
198
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$82.2M +$5.78M 18 0.04% Increased
199
Donald Smith & Co
Donald Smith & Co
New York
$81.7M +$18M 1 1.75% Increased
200
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$80.6M +$16.8M 4 1.39% Increased