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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
226
Driehaus Capital Management
Driehaus Capital Management
Illinois
$209M -$114M 6 1.8% Reduced
227
Snyder Capital Management
Snyder Capital Management
California
$206M +$7.57M 1 4.29% Increased
228
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$205M -$3.78M 5 2.64% Reduced
229
Railway Pension Investments
Railway Pension Investments
United Kingdom
$204M +$32.9M 3 2.45% Increased
230
GCM
Glendon Capital Management
California
$198M +$102M 2 12.12% Increased
231
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$198M +$1.4M 25 0.59% Increased
232
Lazard Asset Management
Lazard Asset Management
New York
$196M -$232M 11 0.26% Reduced
233
Royal London Asset Management
Royal London Asset Management
United Kingdom
$194M +$8.35M 8 0.48% Increased
234
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$194M -$5.25M 27 0.35% Reduced
235
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$191M +$1.54M 28 0.42% Increased
236
Asset Management One
Asset Management One
Japan
$190M +$2.62M 9 0.68% Increased
237
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$189M -$59.3M 12 0.71% Reduced
238
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$189M +$850K 15 0.78% Increased
239
M&G plc
M&G plc
United Kingdom
$188M +$30.6M 5 0.68% Increased
240
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$188M +$24.7M 9 2.81% Increased
241
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$188M +$8.22M 2 0.85% Increased
242
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$187M +$47.7M 4 1.58% Increased
243
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$187M +$76M 11 1.01% Increased
244
Waverton Investment Management
Waverton Investment Management
United Kingdom
$186M +$12.9M 2 3.05% Increased
245
STRS Ohio
STRS Ohio
Ohio
$186M -$10.3M 11 0.71% Reduced
246
NHAS
Novo Holdings A/S
Denmark
$186M -$18.4M 1 9.22% Reduced
247
Westfield Capital Management
Westfield Capital Management
Massachusetts
$183M +$88M 3 0.83% Increased
248
Vaughan David Investments
Vaughan David Investments
Illinois
$181M +$370K 4 4.16% Increased
249
Sapient Capital
Sapient Capital
Indiana
$180M +$4.97M 7 3.61% Increased
250
Addenda Capital
Addenda Capital
Quebec, Canada
$180M +$3.43M 2 6.41% Increased