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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
SEI Investments
SEI Investments
Pennsylvania
$86.5M +$2.84M 14 0.25% Increased
202
TAM
Timucuan Asset Management
Florida
$86.4M +$23.3M 1 5.04% Increased
203
Osaic Holdings
Osaic Holdings
Arizona
$86.2M +$2.02M 25 0.26% Increased
204
Brandes Investment Partners
Brandes Investment Partners
California
$85.2M -$5.96M 1 2.95% Reduced
205
Natixis Advisors
Natixis Advisors
Massachusetts
$85.1M +$9.29M 9 0.54% Increased
206
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$84.6M -$4.53M 7 0.39% Reduced
207
Zacks Investment Management
Zacks Investment Management
Illinois
$84.6M -$683K 4 1.71% Reduced
208
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$84.2M +$1.44M 3 0.66% Increased
209
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$83.6M +$7.2M 3 3.43% Increased
210
Magellan Asset Management
Magellan Asset Management
Australia
$83.4M +$7.44M 4 0.21% Increased
211
Check Capital Management
Check Capital Management
California
$83.1M -$4.35M 1 5.07% Reduced
212
Synovus Financial
Synovus Financial
Georgia
$80.5M +$2.34M 8 1.08% Increased
213
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$80.4M +$3.2M 10 0.37% Increased
214
Hamlin Capital Management
Hamlin Capital Management
New York
$79.9M +$26.5M 1 4.23% Increased
215
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.5M +$9.06M 1 3.32% Increased
216
Manning & Napier Group
Manning & Napier Group
New York
$78.9M +$64.9M 1 0.8% Increased
217
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$78.8M -$1.72M 2 1.49% Reduced
218
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$78.5M -$28.3M 9 1.57% Reduced
219
MBA
Maple-Brown Abbott
Australia
$78.5M +$15.5M 1 6.16% Increased
220
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$77.6M +$77.2M 1 0.43% New
221
Aviva
Aviva
United Kingdom
$77.2M -$3.73M 8 0.46% Reduced
222
Sculptor Capital
Sculptor Capital
New York
$77.2M +$10.4M 2 0.49% Increased
223
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$76.6M -$40K 13 0.61% Reduced
224
Addenda Capital
Addenda Capital
Quebec, Canada
$76.5M -$6.53M 1 5.59% Reduced
225
CP
Centerbridge Partners
New York
$76.3M -$3M 1 8.54% Reduced