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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
Boston Partners
Boston Partners
Massachusetts
$393M +$14.9M 5 0.52% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$391M -$9.84M 9 0.8% Reduced
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391M -$315M 15 0.56% Reduced
79
Lazard Asset Management
Lazard Asset Management
New York
$380M +$42.1M 7 0.78% Increased
80
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$364M -$84.7M 10 2.5% Reduced
81
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$362M -$15.2M 5 2.17% Reduced
82
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$353M +$51.5M 6 5.09% Increased
83
PGGM Investments
PGGM Investments
Netherlands
$343M -$4.93M 6 1.75% Reduced
84
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$341M +$64.2M 2 3.22% Increased
85
AllianceBernstein
AllianceBernstein
Tennessee
$335M -$14.8M 12 0.28% Reduced
86
Guggenheim Capital
Guggenheim Capital
Illinois
$334M -$3.16M 13 0.96% Reduced
87
Raymond James & Associates
Raymond James & Associates
Florida
$318M -$40.9K 14 0.81% Reduced
88
Asset Management One
Asset Management One
Japan
$315M +$283M 7 0.81% Increased
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$314M +$24.1M 9 0.8% Increased
90
UBS Group
UBS Group
Switzerland
$307M -$11.2M 22 0.17% Reduced
91
1832 Asset Management
1832 Asset Management
Ontario, Canada
$305M +$41.5M 7 0.94% Increased
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$302M -$6.04M 8 0.79% Reduced
93
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$300M -$4.31M 1 3.07% Reduced
94
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$298M -$2.29M 9 1.33% Reduced
95
William Blair Investment Management
William Blair Investment Management
Illinois
$290M -$81.2M 4 1.16% Reduced
96
Neuberger Berman Group
Neuberger Berman Group
New York
$283M -$73.6M 11 0.38% Reduced
97
SA
SQ Advisors
Florida
$272M -$52.5M 1 11.48% Reduced
98
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$272M +$3.57M 7 0.69% Increased
99
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$270M -$5.33M 16 0.31% Reduced
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$259M +$95.7K 9 0.78% Increased