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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M -$30.6M 4 1.42% Reduced
77
Raymond James & Associates
Raymond James & Associates
Florida
$486M +$20.2M 21 0.49% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$473M +$34.5M 17 0.7% Increased
79
ZP
Zimmer Partners
New York
$471M -$252M 5 10.21% Reduced
80
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$463M +$19.1M 7 17.43% Increased
81
Davenport & Co
Davenport & Co
Virginia
$454M +$1.6M 11 3.94% Increased
82
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$447M -$171M 2 5% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$416M -$5.88M 17 0.7% Reduced
84
Putnam Investments
Putnam Investments
Massachusetts
$413M +$12.1M 6 0.79% Increased
85
SSP
Sixth Street Partners
Texas
$411M $0 1 41.59% Maintained
86
Artemis Investment Management
Artemis Investment Management
United Kingdom
$410M +$101M 4 4.68% Increased
87
American Century Companies
American Century Companies
Missouri
$409M +$27.3M 14 0.36% Increased
88
Credit Suisse
Credit Suisse
Switzerland
$409M -$13.6M 24 0.46% Reduced
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$400M +$132M 10 0.99% Increased
90
Point72 Asset Management
Point72 Asset Management
Connecticut
$396M +$85.1M 10 1.58% Increased
91
UBS Group
UBS Group
Switzerland
$394M -$42.9M 32 0.17% Reduced
92
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$388M +$65.2M 10 1.06% Increased
93
Envestnet Asset Management
Envestnet Asset Management
Illinois
$381M +$59.1M 16 0.22% Increased
94
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$376M +$38.4M 9 2.46% Increased
95
Newport Trust Company
Newport Trust Company
District of Columbia
$375M -$6.3M 2 1.27% Reduced
96
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$372M -$3.79M 18 0.54% Reduced
97
National Pension Service
National Pension Service
South Korea
$366M +$8.08M 6 0.76% Increased
98
ALPS Advisors
ALPS Advisors
Colorado
$359M +$9.93M 10 3.4% Increased
99
Magellan Asset Management
Magellan Asset Management
Australia
$359M -$33.8M 6 2.51% Reduced
100
Markel Group
Markel Group
Virginia
$356M $0 1 5.26% Maintained