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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
76
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.71B +$158M 15 0.96% Increased
77
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.65B -$436M 4 5.01% Reduced
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61B -$32.7M 31 1.26% Reduced
79
National Pension Service
National Pension Service
South Korea
$1.57B +$85.4M 9 1.01% Increased
80
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.56B +$9.75M 31 1.18% Increased
81
Nordea Investment Management
Nordea Investment Management
Sweden
$1.55B +$196M 11 1.26% Increased
82
Citadel Advisors
Citadel Advisors
Florida
$1.54B -$129M 39 0.18% Reduced
83
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.53B -$524M 12 0.68% Reduced
84
Federated Hermes
Federated Hermes
Pennsylvania
$1.52B +$70.1M 18 2.19% Increased
85
CIBC World Market
CIBC World Market
Ontario, Canada
$1.48B -$36.5M 24 2.37% Reduced
86
Millennium Management
Millennium Management
New York
$1.46B -$105M 31 0.53% Reduced
87
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.45B -$82.8M 34 0.5% Reduced
88
Boston Partners
Boston Partners
Massachusetts
$1.44B +$700M 6 1.28% Increased
89
Alkeon Capital Management
Alkeon Capital Management
New York
$1.42B -$31.8M 5 1.92% Reduced
90
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.34B -$67.1M 22 2.93% Reduced
91
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$1.33B +$234M 3 40.43% Increased
92
William Blair & Company
William Blair & Company
Illinois
$1.3B +$41.8M 22 3.38% Increased
93
First Manhattan
First Manhattan
New York
$1.29B -$33.1M 9 3.3% Reduced
94
VOYA Investment Management
VOYA Investment Management
Georgia
$1.21B -$82.4M 24 1.05% Reduced
95
Amazon.com Inc
Amazon.com Inc
Washington
$1.21B +$1.7B 1 27.33% New
96
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.2B +$65.8M 27 1.11% Increased
97
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.18B +$210M 23 1.19% Increased
98
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.18B +$264M 25 1.37% Increased
99
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.18B +$103M 20 1.78% Increased
100
Russell Investments Group
Russell Investments Group
United Kingdom
$1.17B +$102M 33 1.03% Increased