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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
301
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.2M -$2.31M 7 0.38% Reduced
302
JVBC
J.V. Bruni & Co
Colorado
$29.1M +$1.44M 1 5.59% Increased
303
PEAK6 Group
PEAK6 Group
Illinois
$29.1M -$119K 5 0.2% Reduced
304
DIA
Denver Investment Advisors
Colorado
$29M -$1.85M 2 0.82% Reduced
305
GA
Geneva Advisors
Illinois
$29M +$1.44M 4 0.54% Increased
306
VFM
Viking Fund Management
North Dakota
$29M +$3.89M 1 4.43% Increased
307
PCM
Pennant Capital Management
New Jersey
$28.5M -$10.7M 1 0.49% Reduced
308
CI Global Investments
CI Global Investments
California
$28.2M -$27.5M 1 0.8% Reduced
309
Great Lakes Advisors
Great Lakes Advisors
Illinois
$28.2M -$1.6M 4 1.28% Reduced
310
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$28M +$6.31M 7 0.75% Increased
311
Natixis Advisors
Natixis Advisors
Massachusetts
$27.8M +$1.05M 10 0.46% Increased
312
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$27.8M -$5.66M 7 0.8% Reduced
313
ProShare Advisors
ProShare Advisors
Maryland
$27.4M +$10.9M 8 0.41% Increased
314
OI
Oakbrook Investments
Illinois
$27.3M -$1.22M 7 0.76% Reduced
315
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$27.2M +$5.35M 3 0.4% Increased
316
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27M -$1.62M 8 0.43% Reduced
317
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$26.6M -$770K 1 0.63% Reduced
318
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$26.5M -$18.3M 8 0.31% Reduced
319
Confluence Investment Management
Confluence Investment Management
Missouri
$26.3M +$3.37M 1 1.46% Increased
320
GC
GW Capital
Washington
$26.3M +$277K 1 1.15% Increased
321
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$26.2M -$2.36M 1 1.27% Reduced
322
TU
TDAM USA
Ontario, Canada
$26.1M +$6.19M 3 1.13% Increased
323
WAM
World Asset Management
Michigan
$25.9M -$4.75M 11 0.72% Reduced
324
TCTC Holdings
TCTC Holdings
Texas
$25.7M +$315K 4 1.47% Increased
325
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.2M $0 8 0.74% Maintained