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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
ACG
Aventail Capital Group
New York
$247M +$63.8M 9 12.68% Increased
202
Gabelli Funds
Gabelli Funds
New York
$245M -$9.51M 14 1.84% Reduced
203
Empower Advisory Group
Empower Advisory Group
Colorado
$244M +$39.5M 6 0.82% Increased
204
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$241M -$8.55M 15 0.88% Reduced
205
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$241M -$38M 8 3.24% Reduced
206
Rockefeller Capital Management
Rockefeller Capital Management
New York
$240M +$2.06M 20 0.62% Increased
207
Scharf Investments
Scharf Investments
California
$236M -$14.3M 1 7.01% Reduced
208
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$233M +$32M 12 0.86% Increased
209
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$230M -$5.52M 11 0.9% Reduced
210
Sculptor Capital
Sculptor Capital
New York
$228M -$80.5M 5 3.04% Reduced
211
Epoch Investment Partners
Epoch Investment Partners
New York
$227M -$4.98M 3 1.1% Reduced
212
GCM
Glendon Capital Management
California
$226M $0 2 13.65% Maintained
213
Royal London Asset Management
Royal London Asset Management
United Kingdom
$222M +$23.9M 8 0.54% Increased
214
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$221M -$53.4M 1 2.13% Reduced
215
Nomura Asset Management
Nomura Asset Management
Japan
$220M +$3.59M 13 0.66% Increased
216
CC
Covalis Capital
United Kingdom
$220M -$13M 7 32.11% Reduced
217
Sapient Capital
Sapient Capital
Indiana
$217M +$10.7M 7 4.14% Increased
218
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$217M +$62.8M 19 0.56% Increased
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$216M -$13.4M 18 0.74% Reduced
220
HRT Financial
HRT Financial
New York
$216M -$7.1M 22 1.12% Reduced
221
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$216M +$11M 27 0.62% Increased
222
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$214M +$21.9M 31 0.45% Increased
223
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$213M +$185M 2 0.16% Increased
224
Empyrean Capital Partners
Empyrean Capital Partners
California
$213M +$46.3M 3 9.72% Increased
225
Moore Capital Management
Moore Capital Management
New York
$209M +$68.1M 10 2.41% Increased