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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
Jennison Associates
Jennison Associates
New York
$348M +$12.1M 4 0.33% Increased
77
Russell Frank Company
Russell Frank Company
Washington
$344M -$6.95M 13 0.61% Reduced
78
Prudential Financial
Prudential Financial
New Jersey
$341M +$46.1M 10 0.63% Increased
79
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$339M -$4.96M 1 1.97% Reduced
80
SC
Sasco Capital
Connecticut
$339M -$10.7M 1 5.52% Reduced
81
Credit Suisse
Credit Suisse
Switzerland
$329M -$37.2M 17 0.32% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$326M -$14.5M 7 0.79% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$311M -$6.3M 15 0.27% Reduced
84
Wedge Capital Management
Wedge Capital Management
North Carolina
$301M +$3.1M 5 3.16% Increased
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$297M -$7.11M 8 0.78% Reduced
86
Davis Selected Advisers
Davis Selected Advisers
Arizona
$293M -$118M 1 0.81% Reduced
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$283M -$3.24M 14 0.37% Reduced
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$282M +$1.3M 11 0.75% Increased
89
Lazard Asset Management
Lazard Asset Management
New York
$280M +$4.34M 7 0.63% Increased
90
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$275M +$2.75M 13 0.65% Increased
91
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$274M +$648K 1 3.89% Increased
92
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$272M -$42.7M 5 9.4% Reduced
93
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$267M -$8.4M 3 4.15% Reduced
94
VOYA Investment Management
VOYA Investment Management
Georgia
$264M -$48.9M 11 0.61% Reduced
95
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$258M -$84.5M 3 4.3% Reduced
96
Teachers Advisors
Teachers Advisors
New York
$253M +$34.4M 12 0.55% Increased
97
Select Equity Group
Select Equity Group
New York
$248M +$1.38M 1 2.71% Increased
98
Suntrust Banks
Suntrust Banks
Georgia
$248M -$138M 11 0.91% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$246M +$1.15M 12 0.73% Increased
100
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$242M -$7.28M 9 0.22% Reduced