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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$103M +$59.4M 9 0.65% Increased
202
CCP
Cyrus Capital Partners
New York
$103M -$56M 1 25.02% Reduced
203
HighTower Advisors
HighTower Advisors
Illinois
$102M +$2.51M 16 0.32% Increased
204
Manning & Napier Group
Manning & Napier Group
New York
$102M -$20.5M 1 0.87% Reduced
205
Martingale Asset Management
Martingale Asset Management
Massachusetts
$102M +$2.93M 4 1.17% Increased
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$101M +$72.2M 8 1.24% Increased
207
Natixis Advisors
Natixis Advisors
Massachusetts
$101M +$1.74M 11 0.53% Increased
208
MP
MFN Partners
Massachusetts
$100M +$92.9M 1 7.46% New
209
Putnam Investments
Putnam Investments
Massachusetts
$100M -$2.95M 7 0.17% Reduced
210
Wedge Capital Management
Wedge Capital Management
North Carolina
$99.1M -$13.3M 5 1.18% Reduced
211
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.8M +$25.5M 4 0.2% Increased
212
AGC
Angelo Gordon & Co
New York
$96M $0 2 8.35% Maintained
213
Osaic Holdings
Osaic Holdings
Arizona
$95.9M +$4.47M 29 0.23% Increased
214
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$95.6M -$17.3K 9 0.6% Reduced
215
M&G Investment Management
M&G Investment Management
United Kingdom
$95.5M +$3.58M 2 0.3% Increased
216
Aristotle Capital Management
Aristotle Capital Management
California
$95.2M +$4.75M 2 0.19% Increased
217
Snyder Capital Management
Snyder Capital Management
California
$94.9M +$16.2M 1 2.73% Increased
218
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$94.7M +$1.14M 7 0.36% Increased
219
GCM
Glendon Capital Management
California
$91.3M +$17.6M 2 9.56% Increased
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$90.5M -$2.73M 11 0.37% Reduced
221
Aviva
Aviva
United Kingdom
$90.5M +$4.12M 8 0.44% Increased
222
Brandes Investment Partners
Brandes Investment Partners
California
$90.2M -$63.8M 1 2.14% Reduced
223
CP
Centerbridge Partners
New York
$89.4M +$4.65M 1 8.31% Increased
224
Hamlin Capital Management
Hamlin Capital Management
New York
$88.6M +$11.6M 1 3.63% Increased
225
Eaton Vance Management
Eaton Vance Management
Massachusetts
$87.6M +$10.1M 11 0.13% Increased