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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$275M +$47.7M 1 1.7% Increased
102
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$274M -$5.91M 8 1.52% Reduced
103
Teachers Advisors
Teachers Advisors
New York
$268M -$1.5M 10 0.51% Reduced
104
HSBC Holdings
HSBC Holdings
United Kingdom
$265M +$12.2M 11 0.55% Increased
105
Epoch Investment Partners
Epoch Investment Partners
New York
$262M +$2.92M 4 0.94% Increased
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$261M -$1.82M 10 0.76% Reduced
107
Barclays
Barclays
United Kingdom
$260M +$15.3M 15 0.25% Increased
108
Axa
Axa
France
$256M +$22.1M 9 1.03% Increased
109
Boston Partners
Boston Partners
Massachusetts
$254M +$11.4M 4 0.38% Increased
110
William Blair & Company
William Blair & Company
Illinois
$253M -$1.07M 10 0.41% Reduced
111
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$248M -$12.6M 5 7.02% Reduced
112
Davis Selected Advisers
Davis Selected Advisers
Arizona
$244M -$57.9M 1 0.79% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$243M -$2.35M 9 0.76% Reduced
114
MTB
Mizuho Trust & Banking
Japan
$240M +$6.97M 9 0.84% Increased
115
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$238M +$13.4M 3 1.19% Increased
116
Horizon Kinetics
Horizon Kinetics
New York
$234M -$5.21M 2 3.16% Reduced
117
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$231M +$117M 15 0.74% Increased
118
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$226M -$19M 10 1.51% Reduced
119
SA
SQ Advisors
Florida
$224M +$21M 1 8.52% Increased
120
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$223M -$9.13M 4 3.56% Reduced
121
Gabelli Funds
Gabelli Funds
New York
$221M -$1.75M 11 1.08% Reduced
122
LM
Luminus Management
Texas
$218M +$22.1M 3 7.51% Increased
123
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$217M -$2.07M 11 1.41% Reduced
124
Beck Mack & Oliver
Beck Mack & Oliver
New York
$208M -$17M 5 5.04% Reduced
125
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$206M +$42.3M 6 2.18% Increased