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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
UBS Group
UBS Group
Switzerland
$488M -$62.6M 31 0.18% Reduced
77
Envestnet Asset Management
Envestnet Asset Management
Illinois
$477M +$153M 17 0.23% Increased
78
Neuberger Berman Group
Neuberger Berman Group
New York
$476M -$7.82M 14 0.44% Reduced
79
Point72 Asset Management
Point72 Asset Management
Connecticut
$464M +$54.9M 12 1.44% Increased
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$464M +$44.3M 9 1.13% Increased
81
Artemis Investment Management
Artemis Investment Management
United Kingdom
$458M +$37.4M 5 5.61% Increased
82
Citigroup
Citigroup
New York
$457M -$471K 26 0.32% Reduced
83
Credit Suisse
Credit Suisse
Switzerland
$442M +$23.4M 22 0.45% Increased
84
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$437M +$103M 2 3.44% Increased
85
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$427M -$838K 3 2.51% Reduced
86
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$426M -$109M 6 1.21% Reduced
87
SSP
Sixth Street Partners
Texas
$426M $0 1 45.78% Maintained
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$421M -$4.79M 17 0.63% Reduced
89
Nordea Investment Management
Nordea Investment Management
Sweden
$417M -$16.3M 8 0.61% Reduced
90
APG Asset Management
APG Asset Management
Netherlands
$413M -$115M 10 0.88% Reduced
91
Russell Investments Group
Russell Investments Group
United Kingdom
$401M +$71M 19 0.79% Increased
92
Adage Capital Partners
Adage Capital Partners
Massachusetts
$401M +$19M 10 0.9% Increased
93
GFA
Gallagher Fiduciary Advisors
Illinois
$397M -$2.48M 2 32.77% Reduced
94
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$391M -$21.8M 6 14.07% Reduced
95
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$387M -$7.31M 17 0.52% Reduced
96
Newport Trust Company
Newport Trust Company
District of Columbia
$383M -$8.86M 2 1.06% Reduced
97
ALPS Advisors
ALPS Advisors
Colorado
$381M +$11.8M 12 3.36% Increased
98
Janus Henderson Group
Janus Henderson Group
$380M -$9.69M 18 0.25% Reduced
99
National Pension Service
National Pension Service
South Korea
$374M +$9.8M 6 0.68% Increased
100
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$374M -$136M 2 0.27% Reduced