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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
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$349M +$23M 1 4.44% Increased
77
Russell Frank Company
Russell Frank Company
Washington
$348M +$68.5M 14 0.56% Increased
78
BHG
Blue Harbour Group
Connecticut
$346M $0 1 10.11% Maintained
79
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$342M +$204K 6 1.86% Increased
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$338M +$18.8M 7 0.77% Increased
81
AllianceBernstein
AllianceBernstein
Tennessee
$326M +$5.11M 11 0.27% Increased
82
Epoch Investment Partners
Epoch Investment Partners
New York
$324M +$194M 4 1.2% Increased
83
Citigroup
Citigroup
New York
$314M +$15.4M 20 0.28% Increased
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$313M +$12.2M 17 0.37% Increased
85
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$306M -$827K 14 0.6% Reduced
86
PGGM Investments
PGGM Investments
Netherlands
$306M +$19.2M 6 1.59% Increased
87
HSBC Holdings
HSBC Holdings
United Kingdom
$303M +$46.6M 10 0.62% Increased
88
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$297M +$91M 10 2.07% Increased
89
Millennium Management
Millennium Management
New York
$293M +$83.6M 8 0.56% Increased
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$292M -$15.8M 14 0.33% Reduced
91
Analytic Investors
Analytic Investors
California
$287M -$15.6M 7 4.02% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$283M -$5.02M 11 0.69% Reduced
93
William Blair & Company
William Blair & Company
Illinois
$276M +$13.8M 8 0.41% Increased
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$271M -$5.17M 8 0.71% Reduced
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$266M -$2.86M 11 0.93% Reduced
96
VOYA Investment Management
VOYA Investment Management
Georgia
$263M -$123M 13 0.6% Reduced
97
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$257M +$40.1M 7 0.68% Increased
98
SC
Sasco Capital
Connecticut
$256M -$108M 1 4.68% Reduced
99
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$255M +$175K 3 3.89% Increased
100
Teachers Advisors
Teachers Advisors
New York
$255M +$13.6M 11 0.47% Increased