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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
Epoch Investment Partners
Epoch Investment Partners
New York
$159M -$51.2M 3 0.81% Reduced
177
AQR Capital Management
AQR Capital Management
Connecticut
$158M -$30.2M 12 0.29% Reduced
178
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$157M -$5.15M 2 3.71% Reduced
179
ECP
Electron Capital Partners
New York
$156M -$7.3M 2 7.99% Reduced
180
Appaloosa LP
Appaloosa LP
New Jersey
$152M -$10.3M 1 3.9% Reduced
181
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$150M -$31.1M 5 2.07% Reduced
182
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$150M +$28.1M 5 1.01% Increased
183
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$150M -$1.04M 11 0.43% Reduced
184
OCAM
Owl Creek Asset Management
New York
$147M -$22.2M 1 9.76% Reduced
185
LM
Lasry Marc
$145M -$1M 1 71.83% Reduced
186
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$144M -$6.04M 11 0.48% Reduced
187
Alyeska Investment Group
Alyeska Investment Group
Illinois
$144M +$103M 2 1.66% Increased
188
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$142M +$7.74M 17 0.32% Increased
189
AGC
Angelo Gordon & Co
New York
$141M -$1.7M 2 13.09% Reduced
190
Check Capital Management
Check Capital Management
California
$140M -$1.95M 1 5.87% Reduced
191
AC
Alleghany Corporation
New York
$140M $0 1 4.07% Maintained
192
Personal Capital Advisors
Personal Capital Advisors
California
$139M +$7.6M 4 0.64% Increased
193
Voloridge Investment Management
Voloridge Investment Management
Florida
$132M -$25.2M 11 0.72% Reduced
194
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$130M +$10.2M 4 3.87% Increased
195
Natixis Advisors
Natixis Advisors
Massachusetts
$126M +$2.56M 10 0.48% Increased
196
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$125M +$3.76M 1 2.76% Increased
197
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$124M -$4.24M 15 0.23% Reduced
198
Synovus Financial
Synovus Financial
Georgia
$124M +$1.18M 7 1.23% Increased
199
HighTower Advisors
HighTower Advisors
Illinois
$124M +$3.19M 19 0.27% Increased
200
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$123M -$108M 2 9.26% Reduced