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 |
Wells Fargo
San Francisco,
California
| $786M | -$85.2M | 31 | 0.23% | Reduced |
|
| 52 |
Blackstone Inc
New York
| $776M | $0 | 1 | 3.25% | Maintained |
|
| 53 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $769M | +$40.9M | 10 | 0.63% | Increased |
|
| 54 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $750M | -$126M | 18 | 1.26% | Reduced |
|
| 55 |
Credit Suisse
Zurich,
Switzerland
| $740M | -$12.2M | 21 | 0.75% | Reduced |
|
| 56 |
Dodge & Cox
San Francisco,
California
| $729M | +$44.6M | 1 | 0.49% | Increased |
|
| 57 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $726M | -$7.7M | 4 | 4.72% | Reduced |
|
| 58 |
Putnam Investments
Boston,
Massachusetts
| $716M | -$8.02M | 7 | 1.09% | Reduced |
|
| 59 |
Orbis Allan Gray
Hamilton,
Bermuda
| $691M | +$76.9M | 2 | 4.97% | Increased |
|
| 60 |
CIBC Asset Management
Toronto,
Ontario, Canada
| $688M | -$7.89M | 16 | 2.85% | Reduced |
|
| 61 |
Amundi
Paris,
France
| $673M | +$36.5M | 11 | 0.33% | Increased |
|
| 62 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $673M | -$26.9M | 12 | 1.44% | Reduced |
|
| 63 |
First Trust Advisors
Wheaton,
Illinois
| $648M | -$53M | 12 | 0.77% | Reduced |
|
| 64 |
ZP
Zimmer Partners
New York
| $642M | +$109M | 6 | 16.58% | Increased |
|
| 65 |
Cohen & Steers
New York
| $640M | +$94.4M | 8 | 1.47% | Increased |
|
| 66 |
Citadel Advisors
Miami,
Florida
| $634M | -$112M | 28 | 0.14% | Reduced |
|
| 67 |
William Blair Investment Management
Chicago,
Illinois
| $617M | -$135M | 2 | 2.05% | Reduced |
|
| 68 |
First Manhattan
New York
| $603M | +$20.2M | 11 | 2.23% | Increased |
|
| 69 |
UBS Group
Zurich,
Switzerland
| $602M | +$51.9M | 35 | 0.21% | Increased |
|
| 70 |
Envestnet Asset Management
Chicago,
Illinois
| $602M | +$139M | 17 | 0.28% | Increased |
|
| 71 |
ALPS Advisors
Denver,
Colorado
| $580M | +$37.2M | 12 | 4.81% | Increased |
|
| 72 |
Barclays
London,
United Kingdom
| $578M | +$13M | 26 | 0.36% | Increased |
|
| 73 |
AKRE Capital Management
Middleburg,
Virginia
| $567M | -$5.39M | 1 | 4.93% | Reduced |
|
| 74 |
Millennium Management
New York
| $561M | +$46.9M | 23 | 0.28% | Increased |
|
| 75 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $554M | +$5.91M | 22 | 0.92% | Increased |
|