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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
Millennium Management
Millennium Management
New York
$553M +$314M 10 1.16% Increased
52
UBS Group
UBS Group
Switzerland
$546M -$2.84M 23 0.35% Reduced
53
Canada Life
Canada Life
Manitoba, Canada
$544M +$29.8M 13 2.09% Increased
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$534M +$593K 9 0.95% Increased
55
AL
AJO LP
Pennsylvania
$512M +$124M 6 2.22% Increased
56
CIBC World Market
CIBC World Market
Ontario, Canada
$481M +$5.63M 6 2.44% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$477M -$10.4M 14 0.75% Reduced
58
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$466M +$46.4M 13 2.84% Increased
59
Capital International Investors
Capital International Investors
California
$463M $0 1 0.72% Maintained
60
Adage Capital Partners
Adage Capital Partners
Massachusetts
$461M +$16.4M 7 1.21% Increased
61
American Century Companies
American Century Companies
Missouri
$456M +$31M 8 0.53% Increased
62
Renaissance Technologies
Renaissance Technologies
New York
$455M +$7.05M 16 0.99% Increased
63
Jennison Associates
Jennison Associates
New York
$453M +$3.3M 3 0.44% Increased
64
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$449M +$9.01M 4 3.76% Increased
65
OppenheimerFunds
OppenheimerFunds
New York
$447M +$649K 9 0.57% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$440M +$32.3M 9 0.8% Increased
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$430M -$29.9M 11 0.66% Reduced
68
SA
SQ Advisors
Florida
$423M -$383K 1 14.04% Reduced
69
Evercore Trust Company
Evercore Trust Company
New York
$422M +$2.77M 1 1.55% Increased
70
BlackRock
BlackRock
New York
$418M +$198K 13 0.61% Increased
71
Epoch Investment Partners
Epoch Investment Partners
New York
$399M -$5.22M 4 1.58% Reduced
72
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$388M +$25.1M 13 0.66% Increased
73
Neuberger Berman Group
Neuberger Berman Group
New York
$374M -$16M 10 0.49% Reduced
74
Russell Frank Company
Russell Frank Company
Washington
$372M +$353K 13 0.65% Increased
75
Wedge Capital Management
Wedge Capital Management
North Carolina
$368M -$14.8M 5 3.89% Reduced