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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
Newport Trust Company
Newport Trust Company
District of Columbia
$436M -$1.34M 1 1.27% Reduced
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$432M +$133M 8 0.99% Increased
78
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$422M +$3.4M 2 3.89% Increased
79
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$416M -$33.4M 8 1.06% Reduced
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$408M -$3.62M 8 0.69% Reduced
81
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$406M -$99.7M 12 0.78% Reduced
82
Raymond James & Associates
Raymond James & Associates
Florida
$394M +$71.1K 15 0.66% Increased
83
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$373M +$2.77M 1 3.01% Increased
84
American Century Companies
American Century Companies
Missouri
$368M -$6.01M 8 0.37% Reduced
85
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$367M -$219K 4 5.49% Reduced
86
Prudential Financial
Prudential Financial
New Jersey
$366M +$15.7M 11 0.55% Increased
87
SA
SQ Advisors
Florida
$356M -$1.99M 1 12.07% Reduced
88
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$355M +$38.4M 1 4.17% Increased
89
Citadel Advisors
Citadel Advisors
Florida
$352M -$90.3M 20 0.17% Reduced
90
FIG
Fortress Investment Group
New York
$347M -$14.7M 1 14.46% Reduced
91
Barclays
Barclays
United Kingdom
$335M -$57.6M 16 0.29% Reduced
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$333M +$4.66M 12 0.67% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$332M +$12.2M 12 0.69% Increased
94
Jennison Associates
Jennison Associates
New York
$330M +$126M 5 0.32% Increased
95
LM
Luminus Management
Texas
$330M +$80.1M 5 7.56% Increased
96
OppenheimerFunds
OppenheimerFunds
New York
$321M -$218M 9 0.38% Reduced
97
AL
AJO LP
Pennsylvania
$314M -$111M 5 1.45% Reduced
98
Asset Management One
Asset Management One
Japan
$313M +$15.9M 8 0.68% Increased
99
Davenport & Co
Davenport & Co
Virginia
$311M +$3.58M 5 3.84% Increased
100
AllianceBernstein
AllianceBernstein
Tennessee
$305M -$4.31M 15 0.21% Reduced