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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$141M -$9.4M 7 1% Reduced
202
M&G Investment Management
M&G Investment Management
United Kingdom
$138M +$4.64M 3 0.49% Increased
203
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$138M +$61.1M 3 1.36% Increased
204
Canoe Financial
Canoe Financial
Alberta, Canada
$137M +$33.5M 3 2.68% Increased
205
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$136M +$467K 13 0.54% Increased
206
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$135M +$97.4M 11 0.36% Increased
207
Merewether Investment Management
Merewether Investment Management
Texas
$133M -$43M 1 7.84% Reduced
208
PIM
Platinum Investment Management
Australia
$133M -$627K 1 5.39% Reduced
209
Capital International Inc
Capital International Inc
California
$132M +$39.2M 7 2.06% Increased
210
Zacks Investment Management
Zacks Investment Management
Illinois
$131M +$1.46M 5 1.61% Increased
211
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$131M -$892K 2 0.67% Reduced
212
PointState Capital
PointState Capital
New York
$130M +$33.1M 5 3.14% Increased
213
SCA
Southpoint Capital Advisors
New York
$130M -$104M 1 2.79% Reduced
214
ECP ControlCo
ECP ControlCo
New Jersey
$128M $0 1 27.89% Maintained
215
Aviva
Aviva
United Kingdom
$128M +$10.8M 9 0.46% Increased
216
Synovus Financial
Synovus Financial
Georgia
$127M -$6.51M 8 1.8% Reduced
217
Allspring Global Investments
Allspring Global Investments
North Carolina
$125M -$25.4M 12 0.21% Reduced
218
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$125M +$1.01M 10 0.6% Increased
219
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$124M +$9.21M 16 0.43% Increased
220
Hamlin Capital Management
Hamlin Capital Management
New York
$123M -$619K 1 3.89% Reduced
221
OCAM
Owl Creek Asset Management
New York
$123M -$84.7M 1 9.29% Reduced
222
Vaughan David Investments
Vaughan David Investments
Illinois
$123M +$1.77M 4 3.36% Increased
223
AIG
American International Group
New York
$122M -$1.46M 17 0.5% Reduced
224
Check Capital Management
Check Capital Management
California
$121M -$417K 1 4.46% Reduced
225
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$118M +$48.2M 6 0.75% Increased