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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
101
Teachers Advisors
Teachers Advisors
New York
$244M +$2.48M 10 0.49% Increased
102
Boston Partners
Boston Partners
Massachusetts
$243M +$16.5M 4 0.39% Increased
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$235M -$3.57M 10 0.7% Reduced
104
Epoch Investment Partners
Epoch Investment Partners
New York
$232M +$9.3M 4 0.9% Increased
105
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$231M +$28.7M 5 6.9% Increased
106
William Blair & Company
William Blair & Company
Illinois
$229M +$9.04M 8 0.39% Increased
107
HSBC Holdings
HSBC Holdings
United Kingdom
$228M +$24.4M 11 0.48% Increased
108
AQR Capital Management
AQR Capital Management
Connecticut
$227M -$11.2M 11 0.63% Reduced
109
Renaissance Technologies
Renaissance Technologies
New York
$225M +$95.1M 13 0.62% Increased
110
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$225M +$17M 4 3.37% Increased
111
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$224M -$5.2M 11 1.34% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$220M -$3.24M 9 0.72% Reduced
113
Barclays
Barclays
United Kingdom
$220M +$7.75M 17 0.21% Increased
114
Beck Mack & Oliver
Beck Mack & Oliver
New York
$220M -$2.59M 5 5.17% Reduced
115
First Trust Advisors
First Trust Advisors
Illinois
$218M -$41.7M 9 0.86% Reduced
116
Horizon Kinetics
Horizon Kinetics
New York
$214M -$4.78M 2 2.76% Reduced
117
Citigroup
Citigroup
New York
$214M -$982K 21 0.19% Reduced
118
MTB
Mizuho Trust & Banking
Japan
$209M -$9.13M 9 0.79% Reduced
119
Axa
Axa
France
$205M +$50M 9 0.88% Increased
120
Gabelli Funds
Gabelli Funds
New York
$205M -$1.59M 11 1.04% Reduced
121
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$204M +$19K 2 0.92% Increased
122
BHG
Blue Harbour Group
Connecticut
$203M +$8.95M 1 7.96% Increased
123
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$203M -$17.2M 11 1.32% Reduced
124
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$188M +$28.7M 9 0.74% Increased
125
SA
SQ Advisors
Florida
$181M +$11.2M 1 7% Increased