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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
$434M -$18.3M 1 1.41% Reduced
77
CIBC World Market
CIBC World Market
Ontario, Canada
$432M -$8.19M 11 2.21% Reduced
78
APG Asset Management
APG Asset Management
Netherlands
$430M -$34.6M 9 0.87% Reduced
79
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$422M +$168M 5 2.9% Increased
80
Russell Investments Group
Russell Investments Group
United Kingdom
$410M -$40.8M 15 0.92% Reduced
81
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$392M -$5.82M 2 5.15% Reduced
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$385M -$19.2M 12 0.56% Reduced
83
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$376M +$9.48M 4 6.31% Increased
84
Baupost Group
Baupost Group
Massachusetts
$368M -$125M 1 3.19% Reduced
85
ClearBridge Investments
ClearBridge Investments
New York
$367M -$85.4M 9 0.37% Reduced
86
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$359M +$3.88M 1 2.98% Increased
87
American Century Companies
American Century Companies
Missouri
$352M -$6.35M 8 0.4% Reduced
88
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$349M +$50M 12 1.64% Increased
89
CI Investments Inc
CI Investments Inc
Ontario, Canada
$347M +$53.5M 2 2.24% Increased
90
Davenport & Co
Davenport & Co
Virginia
$340M -$6.42M 4 4.68% Reduced
91
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$339M -$18.3M 1 6.64% Reduced
92
Raymond James & Associates
Raymond James & Associates
Florida
$339M -$36.6M 16 0.59% Reduced
93
FIG
Fortress Investment Group
New York
$335M $0 1 40.8% Maintained
94
SA
SQ Advisors
Florida
$321M -$12.8M 1 12.26% Reduced
95
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$312M +$8.89M 12 0.68% Increased
96
SCM
Scopia Capital Management
New York
$306M +$30.7M 1 10.39% Increased
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$302M -$3M 12 0.69% Reduced
98
Asset Management One
Asset Management One
Japan
$301M +$437K 8 0.72% Increased
99
First Trust Advisors
First Trust Advisors
Illinois
$297M +$8.43M 11 0.71% Increased
100
Balyasny Asset Management
Balyasny Asset Management
Illinois
$292M +$52.9M 9 2.1% Increased