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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$462M +$176M 10 0.6% Increased
77
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$459M -$47.3M 11 0.99% Reduced
78
American Century Companies
American Century Companies
Missouri
$451M -$3.14M 17 0.33% Reduced
79
Cohen & Steers
Cohen & Steers
New York
$433M +$150M 4 0.93% Increased
80
ClearBridge Investments
ClearBridge Investments
New York
$421M -$1.06M 6 0.31% Reduced
81
Janus Henderson Group
Janus Henderson Group
$418M -$133M 11 0.19% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$408M -$3.72M 12 0.54% Reduced
83
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$402M -$6.14M 10 0.31% Reduced
84
Raymond James & Associates
Raymond James & Associates
Florida
$394M +$35.9M 17 0.4% Increased
85
Newport Trust Company
Newport Trust Company
District of Columbia
$394M -$10.6M 1 0.98% Reduced
86
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$392M -$1.78M 4 1.13% Reduced
87
Markel Group
Markel Group
Virginia
$388M +$99.2K 1 5.36% Increased
88
AllianceBernstein
AllianceBernstein
Tennessee
$386M +$25.1M 15 0.17% Increased
89
Victory Capital Management
Victory Capital Management
Texas
$380M -$49.3M 11 0.32% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$377M -$22.4M 12 0.51% Reduced
91
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$374M -$39.2M 3 6.27% Reduced
92
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$374M +$37.8M 3 1.14% Increased
93
LSV Asset Management
LSV Asset Management
Illinois
$371M -$96.7M 6 0.63% Reduced
94
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$370M -$29.1M 12 0.41% Reduced
95
Barclays
Barclays
United Kingdom
$369M -$17.1M 21 0.2% Reduced
96
SPC
Silver Point Capital
Connecticut
$368M -$30.3M 2 38.84% Reduced
97
Baupost Group
Baupost Group
Massachusetts
$359M $0 1 2.86% Maintained
98
CI Investments Inc
CI Investments Inc
Ontario, Canada
$358M -$22.8M 9 1.51% Reduced
99
SSP
Sixth Street Partners
Texas
$353M +$28.7M 1 37.6% Increased
100
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$339M -$64.5M 9 1.89% Reduced