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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
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$123M -$27.7M 2 9.26% Reduced
202
SSM
Sound Shore Management
Connecticut
$121M -$5.12M 1 4.57% Reduced
203
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$120M +$5.88M 2 5.23% Increased
204
Aristotle Capital Management
Aristotle Capital Management
California
$120M -$25.4M 2 0.25% Reduced
205
Asset Management One
Asset Management One
Japan
$119M -$3.93M 9 0.58% Reduced
206
Hamlin Capital Management
Hamlin Capital Management
New York
$118M +$3.15M 1 4.2% Increased
207
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$118M +$5M 10 0.72% Increased
208
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$118M +$974K 2 0.66% Increased
209
Vaughan David Investments
Vaughan David Investments
Illinois
$117M +$2.38M 4 3.48% Increased
210
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$115M -$1.13M 18 0.23% Reduced
211
KI
Koch Industries
Kansas
$114M $0 1 7.25% Maintained
212
MAMU
Marathon Asset Management (UK)
United Kingdom
$113M -$19.6M 2 3.06% Reduced
213
Corvex Management
Corvex Management
New York
$111M $0 1 5.76% Maintained
214
Epoch Investment Partners
Epoch Investment Partners
New York
$110M +$15.3M 4 0.66% Increased
215
Addenda Capital
Addenda Capital
Quebec, Canada
$110M -$1.87M 2 4.77% Reduced
216
Driehaus Capital Management
Driehaus Capital Management
Illinois
$109M -$65.2M 5 1.62% Reduced
217
Panagora Asset Management
Panagora Asset Management
Massachusetts
$109M -$38.6M 11 0.71% Reduced
218
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$106M +$1.34M 4 1.59% Increased
219
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$106M +$29.8M 4 1.64% Increased
220
Two Sigma Investments
Two Sigma Investments
New York
$104M +$4.69M 9 0.33% Increased
221
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$104M -$2.52M 1 3.34% Reduced
222
Madison Asset Management
Madison Asset Management
Wisconsin
$103M -$21.4M 4 1.62% Reduced
223
KGI
Kopernik Global Investors
Florida
$103M +$28M 2 10.36% Increased
224
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$102M +$31.5M 14 0.51% Increased
225
BAMCO Inc
BAMCO Inc
New York
$102M -$8.57M 2 0.34% Reduced