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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
AIM
Assured Investment Management
New York
$124M +$171M 1 46.83% Increased
177
Pendal Group
Pendal Group
Australia
$123M -$8.6M 2 1.6% Reduced
178
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$120M -$14.3M 7 1.36% Reduced
179
ALPS Advisors
ALPS Advisors
Colorado
$120M -$3.24M 6 0.93% Reduced
180
River Road Asset Management
River Road Asset Management
Kentucky
$120M +$2.31M 2 2.27% Increased
181
Point72 Asset Management
Point72 Asset Management
Connecticut
$119M +$93.7M 9 0.73% Increased
182
TimesSquare Capital Management
TimesSquare Capital Management
New York
$118M -$26.9M 1 1.05% Reduced
183
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$118M +$65M 8 0.79% Increased
184
Putnam Investments
Putnam Investments
Massachusetts
$117M +$20.6M 8 0.26% Increased
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$116M -$170K 10 0.62% Reduced
186
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$114M +$3.41M 15 0.49% Increased
187
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$114M -$81.9M 17 0.2% Reduced
188
RCM
Redwood Capital Management
New York
$113M -$30.9M 1 12.33% Reduced
189
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$112M -$118M 1 1.33% Reduced
190
LPL Financial
LPL Financial
California
$111M +$2.28M 17 0.23% Increased
191
A
Attestor
United Kingdom
$110M +$37.8M 1 100% Increased
192
Wedge Capital Management
Wedge Capital Management
North Carolina
$110M +$63.4M 2 1.28% Increased
193
Intact Investment Management
Intact Investment Management
Quebec, Canada
$110M -$2.24M 6 3.9% Reduced
194
Fenimore Asset Management
Fenimore Asset Management
New York
$109M +$126K 2 3.61% Increased
195
Check Capital Management
Check Capital Management
California
$108M -$4.6M 1 5.7% Reduced
196
Macquarie Group
Macquarie Group
Australia
$108M +$475K 10 0.18% Increased
197
SJIC
St. James Investment Company
Texas
$108M -$214K 2 9.94% Reduced
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
$107M +$22.6M 1 0.86% Increased
199
MIS
Morningstar Investment Services
Illinois
$106M +$1.26M 3 1.8% Increased
200
CA
Cortland Advisers
Delaware
$106M $0 2 4.86% Maintained