← All themes

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
Millennium Management
Millennium Management
New York
$497M +$42.2M 16 0.31% Increased
77
Blackstone Inc
Blackstone Inc
New York
$475M $0 1 1.58% Maintained
78
UBS Group
UBS Group
Switzerland
$455M -$28.2M 32 0.19% Reduced
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$453M +$33.5M 17 0.66% Increased
80
Allianz Asset Management
Allianz Asset Management
Germany
$445M +$196M 13 0.42% Increased
81
Magellan Asset Management
Magellan Asset Management
Australia
$444M +$3.83M 5 2.42% Increased
82
Credit Suisse
Credit Suisse
Switzerland
$437M -$149M 25 0.45% Reduced
83
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$434M +$15M 7 14.92% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$432M +$7.89M 17 0.68% Increased
85
Newport Trust Company
Newport Trust Company
District of Columbia
$427M -$15.5M 2 1.38% Reduced
86
American Century Companies
American Century Companies
Missouri
$416M +$71.7M 16 0.34% Increased
87
Renaissance Technologies
Renaissance Technologies
New York
$399M +$62.3M 15 0.47% Increased
88
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$392M -$23.3M 18 0.51% Reduced
89
Markel Group
Markel Group
Virginia
$388M $0 1 5.54% Maintained
90
National Pension Service
National Pension Service
South Korea
$361M +$28.2M 6 0.74% Increased
91
Russell Investments Group
Russell Investments Group
United Kingdom
$361M -$4.42M 18 0.74% Reduced
92
LSV Asset Management
LSV Asset Management
Illinois
$359M -$26.2M 5 0.78% Reduced
93
Envestnet Asset Management
Envestnet Asset Management
Illinois
$359M +$77.1M 16 0.2% Increased
94
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357M +$49.6M 9 2.17% Increased
95
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$351M +$37.5M 4 1.04% Increased
96
Scotia Capital
Scotia Capital
Ontario, Canada
$346M +$13M 8 2.58% Increased
97
HSBC Holdings
HSBC Holdings
United Kingdom
$334M +$79.6M 18 0.47% Increased
98
Citigroup
Citigroup
New York
$334M +$30.1M 29 0.25% Increased
99
London Company of Virginia
London Company of Virginia
Virginia
$333M -$12.2M 1 2.03% Reduced
100
SSP
Sixth Street Partners
Texas
$328M $0 1 29.81% Maintained