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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
Carmignac Gestion
Carmignac Gestion
France
$353M +$1.32M 1 2.76% Increased
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$351M +$6.86M 7 0.81% Increased
78
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345M -$37.6M 8 2.44% Reduced
79
SC
Sasco Capital
Connecticut
$341M -$767K 1 5.17% Reduced
80
Wedge Capital Management
Wedge Capital Management
North Carolina
$335M +$9.21M 5 3.42% Increased
81
Adage Capital Partners
Adage Capital Partners
Massachusetts
$333M +$136M 5 0.86% Increased
82
AllianceBernstein
AllianceBernstein
Tennessee
$333M +$5.31M 12 0.28% Increased
83
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$330M +$128M 8 1.69% Increased
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329M -$67.5M 16 0.5% Reduced
85
PGGM Investments
PGGM Investments
Netherlands
$326M +$121M 6 1.58% Increased
86
EA
Euclid Advisors
Connecticut
$314M +$285M 8 2.21% Increased
87
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$306M +$15.2M 12 0.69% Increased
88
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$304M +$12.3M 5 9.8% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$304M -$9.44M 8 0.79% Reduced
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$302M +$5.29M 10 0.76% Increased
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$288M -$2.76M 15 0.37% Reduced
92
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$287M -$8.59M 1 3.81% Reduced
93
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$280M +$33.8M 11 1.01% Increased
94
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$278M -$11.5M 1 1.55% Reduced
95
First Trust Advisors
First Trust Advisors
Illinois
$278M +$26.3M 9 1.15% Increased
96
Davis Selected Advisers
Davis Selected Advisers
Arizona
$277M -$36.7M 1 0.82% Reduced
97
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$274M +$71.2M 7 1.54% Increased
98
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$271M +$3.31M 3 4.09% Increased
99
Teachers Advisors
Teachers Advisors
New York
$258M -$4.52M 12 0.53% Reduced
100
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$254M +$5.31M 1 2.16% Increased