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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$134M +$1.38M 17 0.25% Increased
202
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M +$68.2M 4 0.35% Increased
203
Asset Management One
Asset Management One
Japan
$132M +$2.37M 9 0.52% Increased
204
STRS Ohio
STRS Ohio
Ohio
$131M +$45.5M 10 0.48% Increased
205
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$130M +$18.4M 9 0.51% Increased
206
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$130M -$24M 5 1.85% Reduced
207
Regions Financial Corp
Regions Financial Corp
Alabama
$129M +$13.7M 7 1.04% Increased
208
Osaic Holdings
Osaic Holdings
Arizona
$129M +$5.97M 31 0.25% Increased
209
Check Capital Management
Check Capital Management
California
$129M -$2.6M 1 5.02% Reduced
210
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$128M +$10.4M 1 2.58% Increased
211
Wedge Capital Management
Wedge Capital Management
North Carolina
$127M +$9.93M 6 1.71% Increased
212
Hamlin Capital Management
Hamlin Capital Management
New York
$126M +$10.2M 1 4.43% Increased
213
Artemis Investment Management
Artemis Investment Management
United Kingdom
$124M +$118M 3 0.99% New
214
Verition Fund Management
Verition Fund Management
Connecticut
$124M +$72.3M 12 1.49% Increased
215
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$124M +$11.7M 10 0.48% Increased
216
Intact Investment Management
Intact Investment Management
Quebec, Canada
$122M -$2.22M 7 3.1% Reduced
217
Snyder Capital Management
Snyder Capital Management
California
$122M +$9.58M 1 3.1% Increased
218
Swedbank
Swedbank
Sweden
$121M +$57.9M 3 0.23% Increased
219
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$118M +$58.2M 14 1% Increased
220
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$118M +$9.63M 10 0.65% Increased
221
AGC
Angelo Gordon & Co
New York
$117M -$25.9M 2 13.2% Reduced
222
Vaughan David Investments
Vaughan David Investments
Illinois
$117M +$12.5M 4 3.44% Increased
223
Alyeska Investment Group
Alyeska Investment Group
Illinois
$115M +$3.88M 3 1.27% Increased
224
Silvercrest Asset Management
Silvercrest Asset Management
New York
$115M +$22.3M 6 0.75% Increased
225
KI
Koch Industries
Kansas
$114M $0 1 8.01% Maintained