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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
Wedge Capital Management
Wedge Capital Management
North Carolina
$347M +$476K 5 3.48% Increased
77
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$343M +$3.8M 1 4.38% Increased
78
AllianceBernstein
AllianceBernstein
Tennessee
$342M +$6.02M 12 0.28% Increased
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$342M +$22.6M 7 0.79% Increased
80
BHG
Blue Harbour Group
Connecticut
$339M +$10.9M 1 10.23% Increased
81
OppenheimerFunds
OppenheimerFunds
New York
$334M +$282M 4 0.37% Increased
82
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$328M +$10.8M 12 0.66% Increased
83
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$328M -$6.3M 14 0.36% Reduced
84
Analytic Investors
Analytic Investors
California
$325M +$28.7M 6 4.43% Increased
85
Citigroup
Citigroup
New York
$312M +$21.9M 20 0.3% Increased
86
PGGM Investments
PGGM Investments
Netherlands
$310M -$36M 6 1.47% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$308M -$6.48M 9 0.73% Reduced
88
Jennison Associates
Jennison Associates
New York
$307M -$17.4M 4 0.28% Reduced
89
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302M +$48M 16 0.38% Increased
90
Russell Frank Company
Russell Frank Company
Washington
$298M -$3.62M 14 0.55% Reduced
91
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$295M -$1.95M 8 0.75% Reduced
92
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$284M +$14M 11 0.98% Increased
93
HSBC Holdings
HSBC Holdings
United Kingdom
$276M +$25.3M 10 0.53% Increased
94
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$271M +$776K 3 3.76% Increased
95
William Blair & Company
William Blair & Company
Illinois
$269M +$340K 9 0.41% Increased
96
Axa
Axa
France
$261M +$22.1M 10 1.08% Increased
97
Renaissance Technologies
Renaissance Technologies
New York
$260M -$121M 12 0.55% Reduced
98
Teachers Advisors
Teachers Advisors
New York
$258M -$937K 9 0.48% Reduced
99
Barclays
Barclays
United Kingdom
$257M +$12.2M 14 0.3% Increased
100
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$256M +$36.3M 3 1.43% Increased