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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
Korea Investment Corp
Korea Investment Corp
South Korea
$122M +$9.11M 9 0.55% Increased
177
Aviva
Aviva
United Kingdom
$122M -$17.3M 9 0.69% Reduced
178
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$120M -$5.15M 10 0.59% Reduced
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$120M -$26.5M 12 0.45% Reduced
180
HP
Holowesko Partners
Bahamas
$117M +$6.7M 1 7.41% Increased
181
ORIO
Old Republic International (ORI)
Illinois
$117M +$13.4M 4 3.71% Increased
182
SCM
Shapiro Capital Management
Georgia
$117M -$1.7M 1 2.55% Reduced
183
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$116M +$143M 2 1.07% New
184
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$115M -$7.99M 5 1.01% Reduced
185
SC
Sasco Capital
Connecticut
$115M -$5.67M 1 4.2% Reduced
186
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M -$18.5M 12 0.75% Reduced
187
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$114M -$4.29M 6 1.34% Reduced
188
CI Investments Inc
CI Investments Inc
Ontario, Canada
$112M -$579K 1 1.15% Reduced
189
SCA
Southpoint Capital Advisors
New York
$112M +$140M 1 5.34% New
190
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$110M +$677K 3 1.88% Increased
191
SEI Investments
SEI Investments
Pennsylvania
$107M -$19.2M 14 0.37% Reduced
192
QIM
Quantitative Investment Management
Virginia
$106M +$30.6M 7 1.57% Increased
193
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$106M -$1.88M 1 1.92% Reduced
194
STRS Ohio
STRS Ohio
Ohio
$104M +$23.2M 9 0.44% Increased
195
London Company of Virginia
London Company of Virginia
Virginia
$103M -$7.91M 1 0.75% Reduced
196
Ariel Investments
Ariel Investments
Illinois
$103M +$3.64M 2 1.16% Increased
197
GAMCO Investors
GAMCO Investors
Connecticut
$102M -$11.5M 2 0.64% Reduced
198
Victory Capital Management
Victory Capital Management
Texas
$101M -$47.5M 8 0.21% Reduced
199
Confluence Investment Management
Confluence Investment Management
Missouri
$98.7M +$2.81M 2 1.8% Increased
200
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$97M +$17.6M 8 0.68% Increased