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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
Intact Investment Management
Intact Investment Management
Quebec, Canada
$123M +$10.2M 7 3.13% Increased
202
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$122M +$22.5M 9 1.26% Increased
203
MP
MFN Partners
Massachusetts
$122M -$37.1M 1 4.78% Reduced
204
Chevy Chase Trust
Chevy Chase Trust
Maryland
$121M -$2.75M 5 0.39% Reduced
205
Asset Management One
Asset Management One
Japan
$121M -$12.2M 8 0.42% Reduced
206
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$121M -$40.8M 2 1.18% Reduced
207
Panagora Asset Management
Panagora Asset Management
Massachusetts
$119M +$44.3M 9 0.63% Increased
208
Osaic Holdings
Osaic Holdings
Arizona
$117M +$4.65M 31 0.22% Increased
209
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$116M -$2.38M 7 0.4% Reduced
210
SCM
Shapiro Capital Management
Georgia
$111M +$27.5M 1 2.03% Increased
211
Wedge Capital Management
Wedge Capital Management
North Carolina
$110M +$4.89M 6 1.36% Increased
212
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$110M -$2.64M 9 0.4% Reduced
213
ECP ControlCo
ECP ControlCo
New Jersey
$110M +$342K 1 1.76% Increased
214
Hamlin Capital Management
Hamlin Capital Management
New York
$110M +$2.27M 1 3.89% Increased
215
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$109M +$6.68M 3 2.93% Increased
216
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$109M +$104M 1 16.86% New
217
MCI
McDonald Capital Investors
California
$108M -$2.12M 1 7.56% Reduced
218
M&G Investment Management
M&G Investment Management
United Kingdom
$107M -$365K 1 0.28% Reduced
219
Regions Financial Corp
Regions Financial Corp
Alabama
$107M -$2.68M 7 0.83% Reduced
220
KCM
Knighthead Capital Management
New York
$107M -$10.9M 1 1.79% Reduced
221
GCM
Glendon Capital Management
California
$106M $0 2 5.59% Maintained
222
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104M +$4.82M 11 0.56% Increased
223
Great Lakes Advisors
Great Lakes Advisors
Illinois
$103M -$2.77M 4 1.57% Reduced
224
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$103M +$11.6M 8 0.41% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$102M -$1.23M 9 0.54% Reduced