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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
Pendal Group
Pendal Group
Australia
$113M +$6.78M 1 1.81% Increased
177
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$113M +$85.1M 3 7.62% Increased
178
AGC
Angelo Gordon & Co
New York
$113M -$54.5M 1 7.06% Reduced
179
KI
Koch Industries
Kansas
$113M $0 1 95.68% Maintained
180
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$111M -$2.57M 1 1.18% Reduced
181
KGI
Kopernik Global Investors
Florida
$109M -$3.05M 2 20.51% Reduced
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$108M +$7.5M 10 0.63% Increased
183
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$105M +$4.46M 10 0.77% Increased
184
TAM
Third Avenue Management
New York
$104M -$52.9M 1 8.41% Reduced
185
SSM
Sound Shore Management
Connecticut
$102M +$39.2M 1 2.09% Increased
186
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$102M -$389K 2 2.05% Reduced
187
BCM
Brigade Capital Management
New York
$101M -$21.1M 1 3.4% Reduced
188
RCM
Redwood Capital Management
New York
$100M +$104M 1 8.38% Increased
189
Putnam Investments
Putnam Investments
Massachusetts
$94.9M -$55.8M 8 0.25% Reduced
190
Aviva
Aviva
United Kingdom
$92.4M -$6.31M 10 0.69% Reduced
191
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$90.9M -$3.82M 1 1.84% Reduced
192
CA
Cortland Advisers
Delaware
$90.9M +$6.2M 2 4.28% Increased
193
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$89.6M -$2.54M 10 0.38% Reduced
194
MIS
Morningstar Investment Services
Illinois
$89.5M -$5.56M 3 1.75% Reduced
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$89.4M +$1.58M 8 0.49% Increased
196
CC
Carlson Capital
Texas
$88.9M +$85.5M 2 1.38% Increased
197
AC
Ashler Capital
Illinois
$88.8M -$9.11M 1 6.61% Reduced
198
Check Capital Management
Check Capital Management
California
$88.5M +$29.9M 1 4.76% Increased
199
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$88.3M +$121M 4 0.23% Increased
200
Guggenheim Capital
Guggenheim Capital
Illinois
$88.1M +$2.23M 10 0.75% Increased