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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
PointState Capital
PointState Capital
New York
$132M +$74.6M 1 2.77% Increased
177
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$131M -$2.07M 11 0.64% Reduced
178
Panagora Asset Management
Panagora Asset Management
Massachusetts
$129M +$38M 12 0.58% Increased
179
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$129M +$1.68M 2 2.27% Increased
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$129M +$3.5M 10 0.79% Increased
181
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$125M +$4.67M 3 1.66% Increased
182
AGC
Angelo Gordon & Co
New York
$125M +$12.1M 2 14.29% Increased
183
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$125M -$4.5M 8 1.44% Reduced
184
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$124M +$2.08M 9 0.46% Increased
185
First Pacific Advisors
First Pacific Advisors
California
$122M -$195K 1 1.06% Reduced
186
Korea Investment Corp
Korea Investment Corp
South Korea
$118M -$3.46M 9 0.51% Reduced
187
NM
Nokota Management
New York
$117M +$792K 2 3.97% Increased
188
KSCM
King Street Capital Management
New York
$115M +$80.4M 1 6.66% Increased
189
ECP
Electron Capital Partners
New York
$114M -$6.66M 3 15.55% Reduced
190
SCM
Shapiro Capital Management
Georgia
$113M -$87.3M 1 2.51% Reduced
191
ALPS Advisors
ALPS Advisors
Colorado
$113M -$21.2M 6 0.83% Reduced
192
KI
Koch Industries
Kansas
$111M $0 1 98.49% Maintained
193
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$111M -$8.56M 10 0.6% Reduced
194
Pendal Group
Pendal Group
Australia
$111M +$6.95M 2 1.55% Increased
195
AMF Tjänstepension
AMF Tjänstepension
Sweden
$109M +$140K 2 1.06% Increased
196
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$109M -$696K 4 0.99% Reduced
197
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$109M -$1.69M 1 1.9% Reduced
198
Los Angeles Capital Management
Los Angeles Capital Management
California
$109M -$33M 8 0.58% Reduced
199
River Road Asset Management
River Road Asset Management
Kentucky
$108M +$42.8M 2 2.1% Increased
200
CC
Carlson Capital
Texas
$108M -$3.77M 3 1.64% Reduced