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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$317M -$18.2M 7 0.78% Reduced
77
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$317M -$37.4M 4 5.53% Reduced
78
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$310M -$12.2M 1 1.74% Reduced
79
VOYA Investment Management
VOYA Investment Management
Georgia
$307M +$11.7M 11 0.71% Increased
80
Epoch Investment Partners
Epoch Investment Partners
New York
$306M +$80.9M 3 1.29% Increased
81
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$305M -$3.06M 1 2.66% Reduced
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300M -$16.3M 16 0.47% Reduced
83
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$297M -$58.1M 5 9.86% Reduced
84
AllianceBernstein
AllianceBernstein
Tennessee
$295M -$59.5M 15 0.26% Reduced
85
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$291M -$10.1M 15 0.21% Reduced
86
Wedge Capital Management
Wedge Capital Management
North Carolina
$283M +$15M 5 3% Increased
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$283M -$13.5M 8 0.73% Reduced
88
Prudential Financial
Prudential Financial
New Jersey
$269M -$43.1M 10 0.53% Reduced
89
Lazard Asset Management
Lazard Asset Management
New York
$263M +$14.6M 7 0.58% Increased
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$263M +$6.3M 14 0.35% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$261M +$1.79M 11 0.71% Increased
92
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$260M +$1.38M 1 3.79% Increased
93
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$256M +$21.6M 7 0.57% Increased
94
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$255M +$2.76M 13 0.62% Increased
95
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$253M +$2.02M 3 4% Increased
96
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$249M +$16.4M 8 1.16% Increased
97
Barclays
Barclays
United Kingdom
$243M -$151M 18 0.25% Reduced
98
First Eagle Investment Management
First Eagle Investment Management
New York
$241M +$899K 1 0.66% Increased
99
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$239M +$7.74M 2 0.91% Increased
100
Pzena Investment Management
Pzena Investment Management
New York
$237M -$7.64M 1 1.38% Reduced