← All themes

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
River Road Asset Management
River Road Asset Management
Kentucky
$163M -$13.1M 2 2.32% Reduced
177
Renaissance Technologies
Renaissance Technologies
New York
$162M -$116M 12 0.28% Reduced
178
Allianz Asset Management
Allianz Asset Management
Germany
$161M -$4.11M 11 0.27% Reduced
179
Scharf Investments
Scharf Investments
California
$159M -$2.1M 1 4.76% Reduced
180
AGF Management
AGF Management
Ontario, Canada
$158M -$8.65M 11 1.12% Reduced
181
Merewether Investment Management
Merewether Investment Management
Texas
$158M +$13.3M 2 9.54% Increased
182
Empower Advisory Group
Empower Advisory Group
Colorado
$155M +$2.27M 4 0.68% Increased
183
SSM
Sound Shore Management
Connecticut
$153M -$85.1M 2 5.86% Reduced
184
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$153M -$34.2M 8 0.36% Reduced
185
Laurion Capital Management
Laurion Capital Management
New York
$152M -$117M 1 0.93% Reduced
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$151M -$5.12M 12 0.54% Reduced
187
Brown Advisory
Brown Advisory
Maryland
$146M -$4.76M 9 0.24% Reduced
188
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$145M +$4.35M 21 0.3% Increased
189
VanEck Associates
VanEck Associates
New York
$143M +$24.7M 19 0.31% Increased
190
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$142M +$38.8M 6 1.73% Increased
191
Allspring Global Investments
Allspring Global Investments
North Carolina
$139M -$25.2M 14 0.25% Reduced
192
SCM
Segra Capital Management
Florida
$139M -$76M 5 99.98% Reduced
193
Truist Financial
Truist Financial
North Carolina
$139M +$2.51M 15 0.23% Increased
194
Silvercrest Asset Management
Silvercrest Asset Management
New York
$135M -$5.34M 7 1.03% Reduced
195
Verition Fund Management
Verition Fund Management
Connecticut
$135M -$6.18M 16 1.57% Reduced
196
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$134M +$27M 11 0.54% Increased
197
Epoch Investment Partners
Epoch Investment Partners
New York
$133M -$14.7M 6 0.85% Reduced
198
Voloridge Investment Management
Voloridge Investment Management
Florida
$133M +$30.2M 10 0.65% Increased
199
Aberdeen Group
Aberdeen Group
United Kingdom
$133M +$5.92M 8 0.34% Increased
200
Chevy Chase Trust
Chevy Chase Trust
Maryland
$132M +$1.26M 7 0.52% Increased