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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
Synovus Financial
Synovus Financial
Georgia
$112M +$1.19M 6 1.1% Increased
202
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$112M +$57.1M 4 0.83% Increased
203
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$110M +$18M 7 0.4% Increased
204
Great Lakes Advisors
Great Lakes Advisors
Illinois
$107M +$27.3M 5 1.62% Increased
205
Martingale Asset Management
Martingale Asset Management
Massachusetts
$107M +$6.45M 4 1.22% Increased
206
ECP
Electron Capital Partners
New York
$107M +$35.6M 2 5.16% Increased
207
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$105M +$22.5M 10 0.13% Increased
208
Eaton Vance Management
Eaton Vance Management
Massachusetts
$104M +$6.64M 13 0.14% Increased
209
Regions Financial Corp
Regions Financial Corp
Alabama
$104M -$4.88M 8 0.9% Reduced
210
Natixis Advisors
Natixis Advisors
Massachusetts
$104M +$3.67M 11 0.48% Increased
211
Voloridge Investment Management
Voloridge Investment Management
Florida
$102M -$1.68M 8 0.71% Reduced
212
Aberdeen Group
Aberdeen Group
United Kingdom
$101M -$5.82M 8 0.22% Reduced
213
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$101M +$12.7M 1 2.05% Increased
214
SEI Investments
SEI Investments
Pennsylvania
$101M -$5.56M 13 0.22% Reduced
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$99.7M +$94M 11 0.22% Increased
216
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99.3M -$2.78M 1 2.38% Reduced
217
KCM
Knighthead Capital Management
New York
$98.9M $0 1 6.85% Maintained
218
M&G Investment Management
M&G Investment Management
United Kingdom
$98.5M -$9.94M 2 0.24% Reduced
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$97.8M +$273K 11 0.37% Increased
220
MCI
McDonald Capital Investors
California
$95.9M -$2.37M 1 7.2% Reduced
221
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$95.7M +$32.4M 5 0.65% Increased
222
Osaic Holdings
Osaic Holdings
Arizona
$95.1M +$638K 29 0.21% Increased
223
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.6M -$79.1M 13 0.57% Reduced
224
ECP ControlCo
ECP ControlCo
New Jersey
$91.5M +$51.3M 1 9.11% Increased
225
KI
Koch Industries
Kansas
$91.2M $0 1 36.69% Maintained