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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
201
Donald Smith & Co
Donald Smith & Co
New York
$85.9M +$1.78M 1 2.39% Increased
202
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$85.2M $0 6 1.32% Maintained
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$85.1M +$4.17M 7 0.75% Increased
204
Pzena Investment Management
Pzena Investment Management
New York
$85M +$225K 2 0.53% Increased
205
Suntrust Banks
Suntrust Banks
Georgia
$84.9M +$1.75M 8 0.52% Increased
206
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$84.7M +$2.72M 6 0.95% Increased
207
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$83.2M +$44.8M 9 0.17% Increased
208
CCMH
Cornerstone Capital Management Holdings
New York
$82.6M -$10.4M 9 0.67% Reduced
209
SCM
Shapiro Capital Management
Georgia
$82.6M -$794K 1 2.29% Reduced
210
Comerica Bank
Comerica Bank
Texas
$82.5M +$2.06M 11 0.71% Increased
211
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$80.8M -$29M 1 0.63% Reduced
212
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$80.3M -$16.7M 12 0.36% Reduced
213
KGI
Kopernik Global Investors
Florida
$79.5M +$12M 1 14.06% Increased
214
AIG
American International Group
New York
$79.1M -$10.4M 10 0.33% Reduced
215
London Company of Virginia
London Company of Virginia
Virginia
$79M +$7.13M 1 0.61% Increased
216
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$77.7M +$2.55M 1 3.84% Increased
217
Glenmede Trust
Glenmede Trust
Pennsylvania
$77.2M -$15.6M 14 0.47% Reduced
218
Arizona State Retirement System
Arizona State Retirement System
Arizona
$76.4M -$6.41M 8 1.07% Reduced
219
USS Investment Management
USS Investment Management
United Kingdom
$75.4M +$46.9M 3 1.31% Increased
220
M&T Bank
M&T Bank
New York
$74.9M +$2.11M 9 0.5% Increased
221
Advisors Asset Management
Advisors Asset Management
Colorado
$74.5M -$2.62M 8 1.21% Reduced
222
CC
Carlson Capital
Texas
$70.1M +$40.9M 3 0.87% Increased
223
US Bancorp
US Bancorp
Minnesota
$69.7M +$188K 14 0.26% Increased
224
Hamlin Capital Management
Hamlin Capital Management
New York
$69M -$241K 1 3.34% Reduced
225
VFA
Virtus Fund Advisers
Connecticut
$68.9M +$10.2M 6 0.61% Increased