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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
51
BlackRock Investment Management
BlackRock Investment Management
Delaware
$514M +$34.6M 15 0.64% Increased
52
BlackRock Advisors
BlackRock Advisors
Delaware
$513M -$12.1M 14 0.53% Reduced
53
Charles Schwab
Charles Schwab
California
$511M -$8.19M 12 0.71% Reduced
54
1832 Asset Management
1832 Asset Management
Ontario, Canada
$485M -$17.9M 5 1.65% Reduced
55
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$482M -$57.3M 2 1.7% Reduced
56
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$482M -$226M 13 2.27% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$475M -$69.4M 14 0.71% Reduced
58
Prudential Financial
Prudential Financial
New Jersey
$472M -$23.4M 9 0.84% Reduced
59
Capital International Investors
Capital International Investors
California
$468M -$103M 2 0.79% Reduced
60
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$465M +$35.8M 14 0.28% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$461M -$17.8M 11 0.67% Reduced
62
American Century Companies
American Century Companies
Missouri
$460M +$57.5M 9 0.52% Increased
63
Neuberger Berman Group
Neuberger Berman Group
New York
$435M -$38.5M 10 0.48% Reduced
64
Evercore Trust Company
Evercore Trust Company
New York
$434M -$2.21M 1 1.55% Reduced
65
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$432M -$15.9M 7 3.92% Reduced
66
Brookfield Corp
Brookfield Corp
Ontario, Canada
$416M -$1.03B 2 1.21% Reduced
67
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$416M -$34.6M 8 2.07% Reduced
68
Jennison Associates
Jennison Associates
New York
$409M +$126M 3 0.37% Increased
69
AL
AJO LP
Pennsylvania
$398M -$7.37M 5 1.7% Reduced
70
OppenheimerFunds
OppenheimerFunds
New York
$393M +$87M 5 0.45% Increased
71
Guggenheim Capital
Guggenheim Capital
Illinois
$390M -$2.58M 13 0.96% Reduced
72
Credit Suisse
Credit Suisse
Switzerland
$380M +$45.6M 16 0.37% Increased
73
SA
SQ Advisors
Florida
$373M +$16.8M 1 12.12% Increased
74
BlackRock
BlackRock
New York
$370M -$48.8M 11 0.55% Reduced
75
Wedge Capital Management
Wedge Capital Management
North Carolina
$366M +$51.7M 5 3.54% Increased