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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$416M +$6.67M 9 0.9% Increased
77
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$411M -$20.9M 1 5.81% Reduced
78
LM
Luminus Management
Texas
$411M +$64.1M 5 11.85% Increased
79
Credit Suisse
Credit Suisse
Switzerland
$399M +$30.2M 16 0.44% Increased
80
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$399M +$396M 7 2.25% Increased
81
Boston Partners
Boston Partners
Massachusetts
$397M +$985K 4 0.57% Increased
82
SA
SQ Advisors
Florida
$395M -$39.8M 1 16.73% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$392M -$2.38M 12 0.34% Reduced
84
BHG
Blue Harbour Group
Connecticut
$378M $0 1 15.65% Maintained
85
Guggenheim Capital
Guggenheim Capital
Illinois
$375M -$3.19M 14 1.18% Reduced
86
Neuberger Berman Group
Neuberger Berman Group
New York
$374M -$819K 11 0.52% Reduced
87
OppenheimerFunds
OppenheimerFunds
New York
$367M +$58.9M 8 0.48% Increased
88
PGGM Investments
PGGM Investments
Netherlands
$362M -$31.6M 6 1.85% Reduced
89
UBS Group
UBS Group
Switzerland
$352M -$9.95M 22 0.22% Reduced
90
Lazard Asset Management
Lazard Asset Management
New York
$340M +$5.22M 8 0.72% Increased
91
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$332M -$11.8M 9 1.58% Reduced
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$328M +$135K 9 0.86% Increased
93
VOYA Investment Management
VOYA Investment Management
Georgia
$323M +$7.88M 10 0.79% Increased
94
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$313M +$9.09M 2 3.12% Increased
95
CBOA
Commonwealth Bank of Australia
Australia
$305M -$45.8M 10 3.58% Reduced
96
Raymond James & Associates
Raymond James & Associates
Florida
$292M +$16.6M 13 0.91% Increased
97
MTB
Mizuho Trust & Banking
Japan
$290M +$1.74M 8 0.89% Increased
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$290M -$6.95M 13 0.34% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$289M +$19.4M 10 0.86% Increased
100
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$288M +$63.7M 4 4.31% Increased