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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
$171M -$871K 2 4.17% Reduced
177
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$169M +$10.3M 12 0.54% Increased
178
NHAS
Novo Holdings A/S
Denmark
$165M $0 1 8.72% Maintained
179
KGI
Kopernik Global Investors
Florida
$165M -$90.1M 2 16.48% Reduced
180
Corvex Management
Corvex Management
New York
$164M +$142M 1 10.36% New
181
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$163M +$17.4M 4 3.91% Increased
182
Personal Capital Advisors
Personal Capital Advisors
California
$163M +$11.8M 4 0.76% Increased
183
Epoch Investment Partners
Epoch Investment Partners
New York
$163M -$4.96M 5 0.8% Reduced
184
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$161M +$31.4M 17 2.04% Increased
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$160M +$6.23M 11 0.56% Increased
186
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$158M +$7.59M 19 0.36% Increased
187
Addenda Capital
Addenda Capital
Quebec, Canada
$153M +$4.29M 1 6.28% Increased
188
D.E. Shaw & Co
D.E. Shaw & Co
New York
$153M -$24.1M 15 0.14% Reduced
189
TAM
Timucuan Asset Management
Florida
$152M +$962K 1 5.89% Increased
190
AC
Alleghany Corporation
New York
$151M $0 1 4.77% Maintained
191
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$149M +$22.1M 8 0.55% Increased
192
Synovus Financial
Synovus Financial
Georgia
$149M +$16.1M 6 1.58% Increased
193
TPM
Triasima Portfolio Management
Quebec, Canada
$149M +$97.1M 4 7.16% Increased
194
Natixis Advisors
Natixis Advisors
Massachusetts
$148M +$13.9M 12 0.57% Increased
195
HighTower Advisors
HighTower Advisors
Illinois
$141M +$10M 20 0.31% Increased
196
Chevy Chase Trust
Chevy Chase Trust
Maryland
$141M +$9.93M 6 0.48% Increased
197
SSM
Sound Shore Management
Connecticut
$140M -$24.2M 1 4.07% Reduced
198
Aviva
Aviva
United Kingdom
$138M +$35.2M 11 0.69% Increased
199
Man Group
Man Group
United Kingdom
$136M +$64.4M 11 0.47% Increased
200
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$134M -$18.7M 2 3.1% Reduced