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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
Zacks Investment Management
Zacks Investment Management
Illinois
$129M +$968K 4 1.62% Increased
202
KI
Koch Industries
Kansas
$129M $0 1 11.57% Maintained
203
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$129M -$2.93M 2 0.68% Reduced
204
Merewether Investment Management
Merewether Investment Management
Texas
$127M +$83.6M 2 9.21% Increased
205
Hamlin Capital Management
Hamlin Capital Management
New York
$126M -$694K 1 4.23% Reduced
206
ECP ControlCo
ECP ControlCo
New Jersey
$123M -$32.2M 1 24.81% Reduced
207
5NCM
59 North Capital Management
Texas
$121M +$15.2M 1 13.8% Increased
208
Addenda Capital
Addenda Capital
Quebec, Canada
$120M -$921K 2 5.05% Reduced
209
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$117M +$2.35M 10 0.61% Increased
210
M&G Investment Management
M&G Investment Management
United Kingdom
$117M +$34M 3 0.47% Increased
211
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$115M +$7.13M 17 0.45% Increased
212
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$114M +$6.6M 4 2.89% Increased
213
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$113M +$10.2M 3 3.62% Increased
214
Vaughan David Investments
Vaughan David Investments
Illinois
$112M +$2.14M 4 3.28% Increased
215
Asset Management One
Asset Management One
Japan
$112M -$4.09M 8 0.47% Reduced
216
BAMCO Inc
BAMCO Inc
New York
$112M +$2.79M 1 0.31% Increased
217
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$112M -$2.39M 19 0.2% Reduced
218
VanEck Associates
VanEck Associates
New York
$111M -$77.1M 18 0.24% Reduced
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$110M +$6.91M 11 0.46% Increased
220
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$109M -$8.25M 1 4.13% Reduced
221
Panagora Asset Management
Panagora Asset Management
Massachusetts
$108M +$34.7M 10 0.64% Increased
222
Aviva
Aviva
United Kingdom
$107M +$9.91M 9 0.44% Increased
223
PointState Capital
PointState Capital
New York
$106M -$62.9M 5 2.54% Reduced
224
MAMU
Marathon Asset Management (UK)
United Kingdom
$106M -$4.28M 2 2.98% Reduced
225
STRS Ohio
STRS Ohio
Ohio
$105M +$10.8M 12 0.44% Increased