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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
Pentwater Capital Management
Pentwater Capital Management
Florida
$105M -$23.4M 1 1.13% Reduced
202
Squarepoint
Squarepoint
New York
$104M +$34.6M 8 1.01% Increased
203
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$103M +$4.26M 14 0.46% Increased
204
Check Capital Management
Check Capital Management
California
$102M -$2.48M 1 5.22% Reduced
205
LPL Financial
LPL Financial
California
$102M +$5.34M 15 0.22% Increased
206
Macquarie Group
Macquarie Group
Australia
$101M -$2.61M 11 0.17% Reduced
207
Intact Investment Management
Intact Investment Management
Quebec, Canada
$101M +$5.35M 6 3.63% Increased
208
SJIC
St. James Investment Company
Texas
$100M -$8.72M 2 9.61% Reduced
209
Guggenheim Capital
Guggenheim Capital
Illinois
$99.3M -$3.74M 10 0.81% Reduced
210
MIS
Morningstar Investment Services
Illinois
$99M +$2.67M 3 1.63% Increased
211
Fenimore Asset Management
Fenimore Asset Management
New York
$98.4M +$166K 2 3.27% Increased
212
SCM
Stonehill Capital Management
New York
$98.1M -$45.4M 1 28.11% Reduced
213
CA
Cortland Advisers
Delaware
$97.9M -$16M 2 4.56% Reduced
214
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$97.5M -$1.55M 13 0.67% Reduced
215
SEI Investments
SEI Investments
Pennsylvania
$95.2M +$3.81M 11 0.31% Increased
216
DZ Bank
DZ Bank
Germany
$94.6M +$2.78M 6 0.29% Increased
217
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$94M +$54.7M 8 3.32% Increased
218
Arizona State Retirement System
Arizona State Retirement System
Arizona
$92.9M +$19.3M 7 1.08% Increased
219
Aviva
Aviva
United Kingdom
$91.9M -$16.5M 10 0.63% Reduced
220
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$90.8M +$34.3M 7 0.96% Increased
221
Select Equity Group
Select Equity Group
New York
$90.7M +$78.6M 1 0.62% Increased
222
Regions Financial Corp
Regions Financial Corp
Alabama
$89M +$1.16M 7 1% Increased
223
GAMCO Investors
GAMCO Investors
Connecticut
$88.6M +$945K 4 0.67% Increased
224
Lazard Asset Management
Lazard Asset Management
New York
$87.5M +$51.3M 7 0.14% Increased
225
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$87.3M +$9.23M 11 0.7% Increased