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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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$247M +$23M 18 0.61% Increased
202
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$243M +$21.3M 12 0.65% Increased
203
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$237M +$40.3M 28 0.68% Increased
204
Driehaus Capital Management
Driehaus Capital Management
Illinois
$237M -$36.2M 7 2.28% Reduced
205
Royal London Asset Management
Royal London Asset Management
United Kingdom
$235M +$32.5M 10 0.56% Increased
206
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$235M +$9.38M 11 0.93% Increased
207
Select Equity Group
Select Equity Group
New York
$234M -$344M 2 1.01% Reduced
208
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$234M +$32.6M 31 0.45% Increased
209
GCM
Glendon Capital Management
California
$233M +$25.4M 2 13.45% Increased
210
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$233M -$32.7M 6 4.63% Reduced
211
Munro Partners
Munro Partners
Australia
$232M -$155M 5 10.84% Reduced
212
Temasek Holdings
Temasek Holdings
Singapore
$230M +$186M 6 0.93% Increased
213
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$230M +$2.3M 15 0.88% Increased
214
Gabelli Funds
Gabelli Funds
New York
$229M -$10.1M 14 1.74% Reduced
215
Railway Pension Investments
Railway Pension Investments
United Kingdom
$228M +$58.7M 4 3.24% Increased
216
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$218M -$5.06M 20 0.55% Reduced
217
Artemis Investment Management
Artemis Investment Management
United Kingdom
$217M -$74.9M 6 3.33% Reduced
218
London Company of Virginia
London Company of Virginia
Virginia
$213M +$5.73M 1 1.21% Increased
219
Verition Fund Management
Verition Fund Management
Connecticut
$209M -$113M 21 0.97% Reduced
220
Asset Management One
Asset Management One
Japan
$204M +$14.7M 10 0.71% Increased
221
STRS Ohio
STRS Ohio
Ohio
$204M +$3.65M 12 0.86% Increased
222
SCM
Segra Capital Management
Florida
$204M +$88.2M 9 65.18% Increased
223
WCM Investment Management
WCM Investment Management
California
$203M -$501M 4 0.52% Reduced
224
Hamlin Capital Management
Hamlin Capital Management
New York
$202M +$3.93M 1 4.84% Increased
225
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$201M -$1.28M 1 2.01% Reduced