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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
UBS Group
UBS Group
Switzerland
$429M +$32.6M 24 0.16% Increased
77
ACG
Anchorage Capital Group
New York
$425M +$12.6M 1 33.23% Increased
78
Newport Trust Company
Newport Trust Company
District of Columbia
$411M -$2.4M 1 1.43% Reduced
79
Prudential Financial
Prudential Financial
New Jersey
$397M +$12.4M 11 0.74% Increased
80
AllianceBernstein
AllianceBernstein
Tennessee
$395M +$12.5M 15 0.21% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$386M +$13.7M 12 0.62% Increased
82
SPC
Silver Point Capital
Connecticut
$385M +$12M 1 46.94% Increased
83
American Century Companies
American Century Companies
Missouri
$385M +$23M 13 0.34% Increased
84
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$379M +$10.4M 5 1.13% Increased
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$378M -$1.44M 12 0.59% Reduced
86
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$372M -$21.7M 12 0.45% Reduced
87
Davenport & Co
Davenport & Co
Virginia
$368M +$14.8M 3 4.11% Increased
88
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$349M -$9.13M 11 0.37% Reduced
89
Russell Investments Group
Russell Investments Group
United Kingdom
$343M -$56.7M 17 0.74% Reduced
90
Raymond James & Associates
Raymond James & Associates
Florida
$343M -$72.4M 16 0.43% Reduced
91
ClearBridge Investments
ClearBridge Investments
New York
$341M +$13.5M 6 0.29% Increased
92
CI Investments Inc
CI Investments Inc
Ontario, Canada
$336M +$24M 9 1.67% Increased
93
Millennium Management
Millennium Management
New York
$334M -$20.4M 14 0.41% Reduced
94
Energy Income Partners
Energy Income Partners
Connecticut
$323M +$99.9M 3 9.66% Increased
95
Victory Capital Management
Victory Capital Management
Texas
$317M -$28.7M 12 0.41% Reduced
96
Barclays
Barclays
United Kingdom
$309M +$84.9M 17 0.18% Increased
97
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$308M +$141M 4 16.1% Increased
98
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$306M -$111M 4 1.18% Reduced
99
Prudential plc
Prudential plc
United Kingdom
$305M +$36.8M 6 1.52% Increased
100
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$302M -$74.8M 10 2.01% Reduced