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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
LSV Asset Management
LSV Asset Management
Illinois
$491M -$48M 6 0.89% Reduced
77
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$477M -$14.1M 5 6.93% Reduced
78
UBS Group
UBS Group
Switzerland
$451M -$11.5M 26 0.15% Reduced
79
Davenport & Co
Davenport & Co
Virginia
$445M +$15.8M 3 4.38% Increased
80
American Century Companies
American Century Companies
Missouri
$445M +$34.4M 14 0.35% Increased
81
SPC
Silver Point Capital
Connecticut
$428M -$74.8M 1 49.7% Reduced
82
ClearBridge Investments
ClearBridge Investments
New York
$422M +$48.8M 6 0.33% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$407M -$4.39M 12 0.57% Reduced
84
Newport Trust Company
Newport Trust Company
District of Columbia
$407M -$10.2M 1 1.12% Reduced
85
SCM
Steadfast Capital Management
New York
$404M +$170M 1 4.08% Increased
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$404M +$165M 8 0.88% Increased
87
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$397M +$23.2M 10 0.34% Increased
88
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$394M -$952K 12 0.44% Reduced
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$394M -$9.97M 12 0.54% Reduced
90
Baupost Group
Baupost Group
Massachusetts
$382M $0 1 3.53% Maintained
91
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$382M +$12.1M 8 2.26% Increased
92
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$381M +$50M 4 17.7% Increased
93
Barclays
Barclays
United Kingdom
$378M +$49.4M 17 0.2% Increased
94
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$370M +$14.1M 4 0.99% Increased
95
Victory Capital Management
Victory Capital Management
Texas
$366M +$23.7M 12 0.41% Increased
96
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$365M +$17M 1 3.24% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$361M -$17.8M 16 0.71% Reduced
98
CI Investments Inc
CI Investments Inc
Ontario, Canada
$361M -$33.8M 9 1.59% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$360M -$58.9M 11 0.6% Reduced
100
Markel Group
Markel Group
Virginia
$359M +$221K 1 5.35% Increased