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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
GFA
Gallagher Fiduciary Advisors
Illinois
$468M -$125M 2 50.07% Reduced
77
Markel Group
Markel Group
Virginia
$466M $0 1 5.9% Maintained
78
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$458M -$1.9M 4 1.18% Reduced
79
UBS Group
UBS Group
Switzerland
$432M -$5.54M 29 0.14% Reduced
80
Newport Trust Company
Newport Trust Company
District of Columbia
$423M -$23.5M 2 1.15% Reduced
81
Raymond James & Associates
Raymond James & Associates
Florida
$422M +$20.8M 19 0.38% Increased
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$414M +$28M 8 0.47% Increased
83
Citigroup
Citigroup
New York
$405M +$30.1M 24 0.24% Increased
84
American Century Companies
American Century Companies
Missouri
$401M -$3.65M 15 0.27% Reduced
85
ClearBridge Investments
ClearBridge Investments
New York
$392M +$9.93M 6 0.28% Increased
86
Victory Capital Management
Victory Capital Management
Texas
$379M +$64.7M 13 0.37% Increased
87
Russell Investments Group
Russell Investments Group
United Kingdom
$376M -$59.6M 17 0.63% Reduced
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$375M -$8.44M 14 0.48% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$365M -$60.2M 11 0.76% Reduced
90
AllianceBernstein
AllianceBernstein
Tennessee
$364M -$29.1M 16 0.14% Reduced
91
SPC
Silver Point Capital
Connecticut
$362M +$94.6M 1 17.23% Increased
92
Millennium Management
Millennium Management
New York
$362M -$166M 22 0.22% Reduced
93
Scotia Capital
Scotia Capital
Ontario, Canada
$362M +$2.68M 7 2.63% Increased
94
Lazard Asset Management
Lazard Asset Management
New York
$355M +$5.53M 6 0.4% Increased
95
LSV Asset Management
LSV Asset Management
Illinois
$355M -$18.2M 4 0.64% Reduced
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$344M -$12.6M 14 0.47% Reduced
97
Janus Henderson Group
Janus Henderson Group
$342M -$31.9M 14 0.15% Reduced
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$340M -$12.7M 14 0.36% Reduced
99
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$335M +$37.2M 2 3.03% Increased
100
Cohen & Steers
Cohen & Steers
New York
$333M -$5.47M 5 0.62% Reduced