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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
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$158M +$20.5M 5 2.2% Increased
202
Epoch Investment Partners
Epoch Investment Partners
New York
$155M +$3.64M 5 0.69% Increased
203
Chevy Chase Trust
Chevy Chase Trust
Maryland
$155M -$1.26M 7 0.51% Reduced
204
Addenda Capital
Addenda Capital
Quebec, Canada
$155M +$1.54M 2 5.87% Increased
205
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$153M -$15.2M 23 0.3% Reduced
206
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$153M -$63.8M 4 2.35% Reduced
207
Hamlin Capital Management
Hamlin Capital Management
New York
$153M +$16.4M 1 4.51% Increased
208
Silvercrest Asset Management
Silvercrest Asset Management
New York
$152M -$11.9M 6 1.03% Reduced
209
5NCM
59 North Capital Management
Texas
$150M -$27.3M 1 9.03% Reduced
210
Allspring Global Investments
Allspring Global Investments
North Carolina
$149M +$4.98M 13 0.23% Increased
211
AIG
American International Group
New York
$149M -$1.37M 17 0.53% Reduced
212
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$148M +$33.3M 2 8.18% Increased
213
Synovus Financial
Synovus Financial
Georgia
$147M +$16.4M 8 1.92% Increased
214
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$146M +$7.86M 5 0.43% Increased
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$146M +$1.93M 10 0.64% Increased
216
Man Group
Man Group
United Kingdom
$145M -$44.8M 10 0.37% Reduced
217
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$144M -$3M 3 5.04% Reduced
218
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$144M +$72.8M 5 2.51% Increased
219
Eagle Asset Management
Eagle Asset Management
Florida
$144M +$105M 5 0.73% Increased
220
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$142M -$13.2M 13 0.56% Reduced
221
Zacks Investment Management
Zacks Investment Management
Illinois
$142M +$2.43M 4 1.51% Increased
222
Vaughan David Investments
Vaughan David Investments
Illinois
$141M +$778K 4 3.5% Increased
223
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$138M -$46.3M 4 3.61% Reduced
224
Capital International Inc
Capital International Inc
California
$136M -$16.8M 7 1.84% Reduced
225
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$135M +$94.5M 23 0.32% Increased