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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$641M +$545M 8 2.71% Increased
52
First Manhattan
First Manhattan
New York
$637M +$3.36M 12 3.92% Increased
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$628M +$31M 9 1.1% Increased
54
SII
Silchester International Investors
United Kingdom
$621M -$99.4M 1 33.84% Reduced
55
Canada Life
Canada Life
Manitoba, Canada
$598M -$5.33M 13 2.17% Reduced
56
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$585M -$60.8M 8 0.3% Reduced
57
AL
AJO LP
Pennsylvania
$582M -$18.3M 7 2.52% Reduced
58
Jennison Associates
Jennison Associates
New York
$544M +$35.4M 3 0.57% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$544M +$3.1M 14 0.88% Increased
60
American Century Companies
American Century Companies
Missouri
$524M +$7.13M 8 0.61% Increased
61
CIBC World Market
CIBC World Market
Ontario, Canada
$507M -$17.3M 6 2.36% Reduced
62
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$506M +$4.39M 6 3.92% Increased
63
Russell Frank Company
Russell Frank Company
Washington
$484M +$67.3M 13 0.85% Increased
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$483M -$3.87M 11 0.74% Reduced
65
Evercore Trust Company
Evercore Trust Company
New York
$480M -$8.93M 1 1.57% Reduced
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$473M +$26.3M 13 0.76% Increased
67
1832 Asset Management
1832 Asset Management
Ontario, Canada
$457M -$53.8M 3 1.11% Reduced
68
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$454M -$52.5M 13 2.8% Reduced
69
Epoch Investment Partners
Epoch Investment Partners
New York
$454M -$125K 4 1.72% Reduced
70
SA
SQ Advisors
Florida
$451M -$15M 1 16.85% Reduced
71
Adage Capital Partners
Adage Capital Partners
Massachusetts
$439M -$65.4M 7 1.19% Reduced
72
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$421M +$11.5M 7 0.94% Increased
73
Prudential Financial
Prudential Financial
New Jersey
$416M -$85M 9 0.74% Reduced
74
Wedge Capital Management
Wedge Capital Management
North Carolina
$399M -$21.7M 5 4.15% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$396M +$44.8M 11 0.84% Increased