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 |
Swiss National Bank
Zurich,
Switzerland
| $936M | -$26.4M | 19 | 0.69% | Reduced |
|
| 52 |
Wells Fargo
San Francisco,
California
| $925M | +$60.1M | 31 | 0.24% | Increased |
|
| 53 |
Jennison Associates
New York
| $912M | -$78.9M | 10 | 0.68% | Reduced |
|
| 54 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $909M | -$19.3M | 4 | 5.34% | Reduced |
|
| 55 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $877M | -$172M | 11 | 2.07% | Reduced |
|
| 56 |
Blackstone Inc
New York
| $876M | +$8.44M | 1 | 3.94% | Increased |
|
| 57 |
Barclays
London,
United Kingdom
| $874M | +$245M | 26 | 0.32% | Increased |
|
| 58 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $856M | +$1.03M | 10 | 0.63% | Increased |
|
| 59 |
UBS Group
Zurich,
Switzerland
| $846M | +$181M | 36 | 0.25% | Increased |
|
| 60 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| $789M | +$193M | 11 | 3.68% | Increased |
|
| 61 |
Boston Partners
Boston,
Massachusetts
| $786M | -$170M | 7 | 1.04% | Reduced |
|
| 62 |
Amundi
Paris,
France
| $779M | +$32M | 12 | 0.35% | Increased |
|
| 63 |
Putnam Investments
Boston,
Massachusetts
| $774M | +$1.68M | 9 | 1.02% | Increased |
|
| 64 |
First Manhattan
New York
| $758M | -$15.1M | 12 | 2.63% | Reduced |
|
| 65 |
Orbis Allan Gray
Hamilton,
Bermuda
| $744M | -$175K | 2 | 4.67% | Reduced |
|
| 66 |
AKRE Capital Management
Middleburg,
Virginia
| $724M | -$3.1M | 1 | 6.09% | Reduced |
|
| 67 |
Millennium Management
New York
| $707M | +$98.9M | 28 | 0.31% | Increased |
|
| 68 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $702M | -$28.3M | 12 | 1.39% | Reduced |
|
| 69 |
ALPS Advisors
Denver,
Colorado
| $683M | +$54.1M | 11 | 5.37% | Increased |
|
| 70 |
Cohen & Steers
New York
| $683M | -$9.49M | 8 | 1.38% | Reduced |
|
| 71 |
Jane Street
New York
| $672M | +$313M | 31 | 0.17% | Increased |
|
| 72 |
Point72 Asset Management
Stamford,
Connecticut
| $668M | +$158M | 14 | 1.61% | Increased |
|
| 73 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $663M | -$2.32M | 19 | 0.96% | Reduced |
|
| 74 |
Envestnet Asset Management
Chicago,
Illinois
| $643M | -$7.39M | 20 | 0.27% | Reduced |
|
| 75 |
First Trust Advisors
Wheaton,
Illinois
| $640M | -$55.9M | 13 | 0.7% | Reduced |
|