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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
Brown Advisory
Brown Advisory
Maryland
$329M -$179M 6 1.06% Reduced
77
AL
AJO LP
Pennsylvania
$322M -$96.6M 5 1.42% Reduced
78
PGGM Investments
PGGM Investments
Netherlands
$320M +$12.3M 6 1.52% Increased
79
AllianceBernstein
AllianceBernstein
Tennessee
$320M +$5.26M 12 0.27% Increased
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318M -$922K 16 0.47% Reduced
81
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$315M -$15.5M 7 0.77% Reduced
82
SC
Sasco Capital
Connecticut
$314M -$15.4M 1 5.12% Reduced
83
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$310M +$33.9M 16 0.37% Increased
84
VOYA Investment Management
VOYA Investment Management
Georgia
$302M -$82.5M 9 0.69% Reduced
85
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$296M +$4.13M 1 3.97% Increased
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$296M +$10.6M 9 0.73% Increased
87
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$294M +$5.12M 12 0.65% Increased
88
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$288M -$38.2M 8 2.33% Reduced
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$286M -$1.03M 8 0.75% Reduced
90
Russell Frank Company
Russell Frank Company
Washington
$282M -$74M 14 0.5% Reduced
91
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$281M -$8.32M 5 10.14% Reduced
92
Millennium Management
Millennium Management
New York
$279M +$170M 10 0.71% Increased
93
Davis Selected Advisers
Davis Selected Advisers
Arizona
$273M -$10.9M 1 0.85% Reduced
94
Analytic Investors
Analytic Investors
California
$270M +$87.6M 6 3.85% Increased
95
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$266M +$18.8M 8 1.53% Increased
96
Energy Income Partners
Energy Income Partners
Connecticut
$262M +$26.3M 3 4.55% Increased
97
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$261M -$4.67M 11 0.94% Reduced
98
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$257M -$46.4K 3 3.66% Reduced
99
Select Equity Group
Select Equity Group
New York
$249M -$10.8M 1 2.57% Reduced
100
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$246M -$4.44M 1 1.48% Reduced