← All themes

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
OppenheimerFunds
OppenheimerFunds
New York
$648M +$43.3M 9 0.8% Increased
52
Epoch Investment Partners
Epoch Investment Partners
New York
$627M +$12.9M 3 2.12% Increased
53
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$615M -$13.2M 14 0.28% Reduced
54
CIBC World Market
CIBC World Market
Ontario, Canada
$609M -$52.4M 10 2.59% Reduced
55
Boston Partners
Boston Partners
Massachusetts
$584M +$175M 5 0.74% Increased
56
Renaissance Technologies
Renaissance Technologies
New York
$571M +$34.3M 13 0.73% Increased
57
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$552M +$30.3M 7 0.24% Increased
58
Canada Life
Canada Life
Manitoba, Canada
$549M -$115M 14 1.47% Reduced
59
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$538M -$87.9M 13 1.72% Reduced
60
Jennison Associates
Jennison Associates
New York
$531M -$18.7M 5 0.56% Reduced
61
Allianz Asset Management
Allianz Asset Management
Germany
$527M -$101M 11 0.51% Reduced
62
SII
Silchester International Investors
United Kingdom
$521M +$58.7M 1 23.29% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$513M -$4.47M 11 0.68% Reduced
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$511M +$117M 12 0.61% Increased
65
California Public Employees Retirement System
California Public Employees Retirement System
California
$497M +$4.47M 14 0.8% Increased
66
AL
AJO LP
Pennsylvania
$476M +$3.56M 5 2.03% Increased
67
Lazard Asset Management
Lazard Asset Management
New York
$467M +$89.3M 7 0.88% Increased
68
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$466M +$20.6M 5 2.6% Increased
69
Teachers Advisors
Teachers Advisors
New York
$466M +$19.5M 11 0.65% Increased
70
William Blair Investment Management
William Blair Investment Management
Illinois
$452M +$26.3M 3 1.64% Increased
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$441M +$4.71M 7 0.85% Increased
72
Evercore Trust Company
Evercore Trust Company
New York
$438M -$9.97M 1 1.34% Reduced
73
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M -$6.36M 4 0.64% Reduced
74
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$420M +$115M 11 2.9% Increased
75
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$417M -$107K 5 6.01% Reduced