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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$421M +$40.7M 10 1.02% Increased
77
AL
AJO LP
Pennsylvania
$413M -$3.66M 4 1.89% Reduced
78
Two Sigma Advisers
Two Sigma Advisers
New York
$408M -$46M 11 1.11% Reduced
79
Neuberger Berman Group
Neuberger Berman Group
New York
$405M +$58.8M 13 0.46% Increased
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$403M -$7.36M 8 0.71% Reduced
81
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$402M +$109M 2 3.91% Increased
82
Barclays
Barclays
United Kingdom
$389M +$79.2M 18 0.3% Increased
83
Raymond James & Associates
Raymond James & Associates
Florida
$387M +$41.8M 15 0.69% Increased
84
APG Asset Management
APG Asset Management
Netherlands
$387M -$179M 10 0.75% Reduced
85
American Century Companies
American Century Companies
Missouri
$376M -$55.4M 9 0.38% Reduced
86
Credit Suisse
Credit Suisse
Switzerland
$372M -$35.1M 16 0.35% Reduced
87
Guggenheim Capital
Guggenheim Capital
Illinois
$360M +$4.96M 13 0.88% Increased
88
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$355M +$3.07M 1 2.98% Increased
89
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$354M +$22.1M 4 5.52% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$350M -$56.6M 10 0.53% Reduced
91
SA
SQ Advisors
Florida
$345M +$46.8M 1 11.75% Increased
92
Balyasny Asset Management
Balyasny Asset Management
Illinois
$327M +$138M 10 1.37% Increased
93
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$324M -$2.07M 11 0.68% Reduced
94
FIG
Fortress Investment Group
New York
$318M -$4.8M 1 8.18% Reduced
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$315M -$9.98M 11 0.68% Reduced
96
UBS Group
UBS Group
Switzerland
$314M +$73M 25 0.14% Increased
97
Brown Advisory
Brown Advisory
Maryland
$306M +$65.4M 7 0.99% Increased
98
AllianceBernstein
AllianceBernstein
Tennessee
$304M +$1.48M 14 0.22% Increased
99
Davenport & Co
Davenport & Co
Virginia
$298M +$36.1M 5 3.67% Increased
100
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$291M +$69.1M 11 0.47% Increased