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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
Confluence Investment Management
Confluence Investment Management
Missouri
$236M -$64.9M 7 3.4% Reduced
177
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$235M +$46.8M 17 0.37% Increased
178
SEI Investments
SEI Investments
Pennsylvania
$235M -$3.52M 18 0.33% Reduced
179
D1 Capital Partners
D1 Capital Partners
New York
$235M +$105M 1 3.96% Increased
180
Truist Financial
Truist Financial
North Carolina
$234M +$27.2M 18 0.36% Increased
181
SCM
Steadfast Capital Management
New York
$234M -$488M 2 4.91% Reduced
182
AssetMark Inc
AssetMark Inc
California
$231M +$4.52M 14 0.72% Increased
183
Aviva
Aviva
United Kingdom
$231M +$91.8M 10 0.64% Increased
184
HighTower Advisors
HighTower Advisors
Illinois
$230M +$44.9M 24 0.36% Increased
185
Panagora Asset Management
Panagora Asset Management
Massachusetts
$230M +$24.1M 11 1.15% Increased
186
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$229M +$83.2M 23 0.33% Increased
187
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$225M +$190M 8 0.76% Increased
188
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$221M -$15M 8 2.34% Reduced
189
SG Americas Securities
SG Americas Securities
New York
$218M +$133M 21 1.27% Increased
190
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$217M +$33.1M 5 4.49% Increased
191
Gabelli Funds
Gabelli Funds
New York
$214M +$10.5M 14 1.62% Increased
192
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$212M +$23M 24 0.34% Increased
193
SurgoCap Partners
SurgoCap Partners
New York
$212M +$195M 1 12.37% New
194
Squarepoint
Squarepoint
New York
$210M -$10.1M 19 0.35% Reduced
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$208M -$33.3M 12 0.81% Reduced
196
Chevy Chase Trust
Chevy Chase Trust
Maryland
$203M +$36.5M 9 0.65% Increased
197
Allianz Asset Management
Allianz Asset Management
Germany
$202M -$89.5M 14 0.3% Reduced
198
Scharf Investments
Scharf Investments
California
$200M -$4.35M 1 5.71% Reduced
199
UniSuper Management
UniSuper Management
Australia
$199M -$28.2M 11 1.65% Reduced
200
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$198M +$1.22M 15 0.73% Increased