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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
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$162M -$108M 3 3.12% Reduced
177
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$161M +$2.94M 12 0.54% Increased
178
Driehaus Capital Management
Driehaus Capital Management
Illinois
$160M +$20M 3 2.01% Increased
179
ORIO
Old Republic International (ORI)
Illinois
$156M $0 3 5.1% Maintained
180
Epoch Investment Partners
Epoch Investment Partners
New York
$155M -$8.02M 5 0.9% Reduced
181
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$154M +$19.1M 2 0.57% Increased
182
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$153M -$21.9M 3 0.53% Reduced
183
Truist Financial
Truist Financial
North Carolina
$149M -$1.5M 14 0.25% Reduced
184
Canada Life
Canada Life
Manitoba, Canada
$148M -$23.3M 14 0.35% Reduced
185
MI
MMCAP International
Cayman Islands
$147M -$20.7M 7 48.47% Reduced
186
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$147M +$3.09M 20 0.3% Increased
187
Verition Fund Management
Verition Fund Management
Connecticut
$145M +$1.45M 18 1.93% Increased
188
Brown Advisory
Brown Advisory
Maryland
$144M +$52.2M 9 0.22% Increased
189
MBA
Maple-Brown Abbott
Australia
$143M +$7.45M 2 15.88% Increased
190
River Road Asset Management
River Road Asset Management
Kentucky
$141M +$6.83M 1 1.94% Increased
191
Osaic Holdings
Osaic Holdings
Arizona
$141M -$860K 30 0.25% Reduced
192
Allianz Asset Management
Allianz Asset Management
Germany
$140M -$94.5M 12 0.25% Reduced
193
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$138M +$8.35M 5 2.11% Increased
194
Chevy Chase Trust
Chevy Chase Trust
Maryland
$138M -$897K 7 0.52% Reduced
195
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$138M -$9.15M 12 0.56% Reduced
196
Silvercrest Asset Management
Silvercrest Asset Management
New York
$136M +$9.97M 7 0.97% Increased
197
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$135M +$43M 8 1.1% Increased
198
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$134M +$134M 1 11.18% New
199
Aberdeen Group
Aberdeen Group
United Kingdom
$133M +$37.5M 8 0.31% Increased
200
Synovus Financial
Synovus Financial
Georgia
$133M +$282K 7 1.45% Increased