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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$666M -$1.87M 10 0.94% Reduced
52
ClearBridge Investments
ClearBridge Investments
New York
$642M +$7.52M 8 0.62% Increased
53
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$637M +$2.02M 15 0.28% Increased
54
OppenheimerFunds
OppenheimerFunds
New York
$621M -$47.5M 9 0.76% Reduced
55
Canada Life
Canada Life
Manitoba, Canada
$611M +$39.3M 14 1.52% Increased
56
Russell Investments Group
Russell Investments Group
United Kingdom
$603M -$82.9M 15 1.03% Reduced
57
Jennison Associates
Jennison Associates
New York
$554M +$12.6M 5 0.57% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$553M +$29M 13 0.6% Increased
59
CIBC World Market
CIBC World Market
Ontario, Canada
$547M -$93M 9 2.62% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$544M +$33.9M 14 0.81% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$522M -$4.71M 11 0.67% Reduced
62
Lazard Asset Management
Lazard Asset Management
New York
$520M +$41.3M 7 0.94% Increased
63
Allianz Asset Management
Allianz Asset Management
Germany
$514M -$23.9M 10 0.44% Reduced
64
SII
Silchester International Investors
United Kingdom
$505M +$21.9M 1 25.41% Increased
65
AL
AJO LP
Pennsylvania
$499M +$12.6M 5 2.17% Increased
66
William Blair Investment Management
William Blair Investment Management
Illinois
$498M -$7.74M 3 1.78% Reduced
67
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$487M -$3.62M 6 2.63% Reduced
68
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$480M +$38.3M 12 3% Increased
69
Renaissance Technologies
Renaissance Technologies
New York
$476M -$109M 12 0.56% Reduced
70
Teachers Advisors
Teachers Advisors
New York
$466M -$16.4M 11 0.63% Reduced
71
1832 Asset Management
1832 Asset Management
Ontario, Canada
$460M +$354M 9 1.61% Increased
72
Adage Capital Partners
Adage Capital Partners
Massachusetts
$455M +$67.7M 8 1.1% Increased
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$452M +$3.11M 7 0.84% Increased
74
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$447M +$105M 12 0.91% Increased
75
Evercore Trust Company
Evercore Trust Company
New York
$430M -$6.37M 1 1.24% Reduced