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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
Fenimore Asset Management
Fenimore Asset Management
New York
$102M +$182K 2 3.58% Increased
177
Panagora Asset Management
Panagora Asset Management
Massachusetts
$102M -$30.3M 11 0.65% Reduced
178
Brown Advisory
Brown Advisory
Maryland
$101M +$551K 6 0.24% Increased
179
NHAS
Novo Holdings A/S
Denmark
$101M -$18 1 6.52% Reduced
180
Empyrean Capital Partners
Empyrean Capital Partners
California
$100M +$57.6M 3 5.99% Increased
181
Appaloosa LP
Appaloosa LP
New Jersey
$100M -$27.8M 2 1.74% Reduced
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$99.8M -$835K 9 0.57% Reduced
183
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$99.6M +$2.68M 7 1.17% Increased
184
Aberdeen Group
Aberdeen Group
United Kingdom
$99.6M -$11.7M 8 0.27% Reduced
185
LM
Luminus Management
Texas
$99.5M +$89.4M 2 12.91% Increased
186
Regions Financial Corp
Regions Financial Corp
Alabama
$98.8M -$1.77M 8 1.15% Reduced
187
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$98.3M +$12.8M 12 0.31% Increased
188
Madison Asset Management
Madison Asset Management
Wisconsin
$97.7M -$19.3M 2 1.71% Reduced
189
Wedge Capital Management
Wedge Capital Management
North Carolina
$96.3M +$17.1M 2 1.32% Increased
190
Los Angeles Capital Management
Los Angeles Capital Management
California
$96.1M -$18.6M 8 0.46% Reduced
191
Voloridge Investment Management
Voloridge Investment Management
Florida
$93.2M +$58.8M 9 1.07% Increased
192
Brandes Investment Partners
Brandes Investment Partners
California
$92.1M -$2.91M 1 2.81% Reduced
193
AGC
Angelo Gordon & Co
New York
$91.6M $0 1 12.52% Maintained
194
KI
Koch Industries
Kansas
$91.6M $0 1 96.62% Maintained
195
PointState Capital
PointState Capital
New York
$90.8M +$98.1M 1 2.74% Increased
196
Intact Investment Management
Intact Investment Management
Quebec, Canada
$89.1M +$2.93M 6 3.34% Increased
197
A
Attestor
United Kingdom
$88.5M +$5.31M 1 46.62% Increased
198
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$87.3M -$22.1M 7 0.42% Reduced
199
Check Capital Management
Check Capital Management
California
$86.9M -$4.59M 1 6% Reduced
200
VanEck Associates
VanEck Associates
New York
$85.8M +$40.3K 12 0.3% Increased