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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
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$516M +$7.64M 2 3.69% Increased
77
Neuberger Berman Group
Neuberger Berman Group
New York
$507M +$7.52M 13 0.45% Increased
78
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$505M -$4.83M 7 6.15% Reduced
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$504M -$66.5M 17 0.22% Reduced
80
Raymond James & Associates
Raymond James & Associates
Florida
$500M +$2.65M 20 0.41% Increased
81
Millennium Management
Millennium Management
New York
$494M +$129M 21 0.24% Increased
82
Credit Suisse
Credit Suisse
Switzerland
$457M +$5.85M 22 0.45% Increased
83
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$457M -$4.46M 10 1.04% Reduced
84
SSP
Sixth Street Partners
Texas
$455M $0 1 41.38% Maintained
85
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$446M +$2.37M 3 2.5% Increased
86
Oaktree Capital Management
Oaktree Capital Management
California
$446M -$243M 1 5.87% Reduced
87
Russell Investments Group
Russell Investments Group
United Kingdom
$442M +$38.1M 21 0.85% Increased
88
Citigroup
Citigroup
New York
$431M -$51.5M 26 0.28% Reduced
89
ALPS Advisors
ALPS Advisors
Colorado
$429M -$2.9M 11 3.73% Reduced
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$428M +$14.1M 8 0.93% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$423M -$2.61M 17 0.6% Reduced
92
American Century Companies
American Century Companies
Missouri
$419M +$41.4M 16 0.32% Increased
93
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$417M -$740K 5 1.11% Reduced
94
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$416M +$13.3M 2 0.28% Increased
95
GFA
Gallagher Fiduciary Advisors
Illinois
$416M -$8.33M 2 31.6% Reduced
96
Nordea Investment Management
Nordea Investment Management
Sweden
$413M -$4.77M 8 0.56% Reduced
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$406M +$42.3M 11 3.18% Increased
98
Janus Henderson Group
Janus Henderson Group
$399M +$4.73M 18 0.25% Increased
99
Artemis Investment Management
Artemis Investment Management
United Kingdom
$390M -$93.1M 5 4.88% Reduced
100
APG Asset Management
APG Asset Management
Netherlands
$388M -$24.2M 10 0.78% Reduced