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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
Epoch Investment Partners
Epoch Investment Partners
New York
$355M -$52M 2 2.15% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$347M +$12.1M 12 0.73% Increased
78
Raymond James & Associates
Raymond James & Associates
Florida
$340M -$18.1M 16 0.54% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$333M +$8.59M 12 0.72% Increased
80
American Century Companies
American Century Companies
Missouri
$331M -$24.5M 9 0.39% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$325M +$67.3M 13 0.51% Increased
82
Davenport & Co
Davenport & Co
Virginia
$321M -$47.8M 3 4.62% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$319M +$24.6M 15 0.23% Increased
84
AKRE Capital Management
AKRE Capital Management
Virginia
$318M +$54.4M 1 3.09% Increased
85
CIBC World Market
CIBC World Market
Ontario, Canada
$315M -$3.18M 11 1.61% Reduced
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$308M -$178M 6 0.92% Reduced
87
Victory Capital Management
Victory Capital Management
Texas
$307M +$10.2M 15 0.51% Increased
88
Nordea Investment Management
Nordea Investment Management
Sweden
$303M +$128M 9 0.73% Increased
89
LSV Asset Management
LSV Asset Management
Illinois
$299M -$40.5M 6 0.72% Reduced
90
Prudential plc
Prudential plc
United Kingdom
$285M +$126M 6 1.52% Increased
91
National Pension Service
National Pension Service
South Korea
$262M +$3.35M 6 0.89% Increased
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$261M +$9.28M 11 0.79% Increased
93
Markel Group
Markel Group
Virginia
$257M +$334K 1 4.83% Increased
94
Two Sigma Advisers
Two Sigma Advisers
New York
$251M -$30.2M 10 0.96% Reduced
95
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$242M -$33.6M 3 1.36% Reduced
96
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$241M -$3.85M 6 0.97% Reduced
97
CI Investments Inc
CI Investments Inc
Ontario, Canada
$240M -$21.5M 8 1.45% Reduced
98
Confluence Investment Management
Confluence Investment Management
Missouri
$236M -$10.3M 4 4.49% Reduced
99
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$232M +$10.2M 5 0.97% Increased
100
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$232M +$68.4M 12 2.08% Increased