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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$195M +$138M 13 1.35% Increased
177
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$194M +$102M 2 5.75% Increased
178
Gabelli Funds
Gabelli Funds
New York
$192M -$4.81M 13 1.41% Reduced
179
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$192M +$2.87M 13 0.58% Increased
180
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$191M -$5.88M 2 0.64% Reduced
181
Nordea Investment Management
Nordea Investment Management
Sweden
$191M -$90.6M 8 0.23% Reduced
182
AssetMark Inc
AssetMark Inc
California
$191M +$44M 13 0.62% Increased
183
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$186M +$4.56M 6 3.44% Increased
184
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$185M -$20.5M 25 0.29% Reduced
185
Panagora Asset Management
Panagora Asset Management
Massachusetts
$185M -$31.6M 10 0.96% Reduced
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$184M -$7.4M 13 0.68% Reduced
187
Empyrean Capital Partners
Empyrean Capital Partners
California
$181M $0 3 10.37% Maintained
188
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$179M +$32.7M 9 0.42% Increased
189
Empower Advisory Group
Empower Advisory Group
Colorado
$179M +$6.6M 5 0.67% Increased
190
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$177M +$8.6M 20 0.3% Increased
191
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$173M -$11.6M 7 1.95% Reduced
192
London Company of Virginia
London Company of Virginia
Virginia
$172M +$5.21M 1 0.9% Increased
193
Munro Partners
Munro Partners
Australia
$171M +$18.6M 3 6.14% Increased
194
HighTower Advisors
HighTower Advisors
Illinois
$170M -$31M 21 0.27% Reduced
195
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$169M +$2.44M 4 3.63% Increased
196
SSM
Sound Shore Management
Connecticut
$167M -$57.9M 2 5.21% Reduced
197
NHAS
Novo Holdings A/S
Denmark
$162M $0 1 11.21% Maintained
198
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$162M +$5.21M 2 0.75% Increased
199
River Road Asset Management
River Road Asset Management
Kentucky
$160M -$105M 2 2.16% Reduced
200
MBA
Maple-Brown Abbott
Australia
$159M -$5.18M 2 16.25% Reduced