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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
CBOA
Commonwealth Bank of Australia
Australia
$250M +$14M 10 3.2% Increased
102
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$246M +$36.2M 7 1.29% Increased
103
Boston Partners
Boston Partners
Massachusetts
$245M +$22.9M 3 0.37% Increased
104
T
TOBAM
France
$242M +$18.5M 4 9.45% Increased
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$238M -$27.2M 11 0.92% Reduced
106
MTB
Mizuho Trust & Banking
Japan
$233M +$6.39M 8 0.81% Increased
107
Millennium Management
Millennium Management
New York
$231M -$74.8M 11 0.45% Reduced
108
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M +$13.7M 13 0.92% Increased
109
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$219M -$288M 2 0.88% Reduced
110
Cohen & Steers
Cohen & Steers
New York
$219M +$29.4M 2 0.66% Increased
111
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$215M +$1.63M 12 0.73% Increased
112
Analytic Investors
Analytic Investors
California
$215M -$73.9M 6 2.87% Reduced
113
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M -$13.6M 6 2.45% Reduced
114
Raymond James & Associates
Raymond James & Associates
Florida
$210M +$12.6M 10 0.86% Increased
115
First Trust Advisors
First Trust Advisors
Illinois
$210M -$9.07M 9 0.61% Reduced
116
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$209M +$1.07M 1 1.57% Increased
117
Energy Income Partners
Energy Income Partners
Connecticut
$206M +$14.4M 3 4.73% Increased
118
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$205M -$25.9M 6 0.57% Reduced
119
Davenport & Co
Davenport & Co
Virginia
$201M +$3.28M 4 3.38% Increased
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$201M -$563K 9 0.78% Reduced
121
Manning & Napier Advisors
Manning & Napier Advisors
New York
$201M +$3.99M 1 1.08% Increased
122
Barclays
Barclays
United Kingdom
$196M -$44.1M 16 0.24% Reduced
123
BlackRock Japan
BlackRock Japan
Japan
$195M +$13.8M 8 0.78% Increased
124
Gabelli Funds
Gabelli Funds
New York
$189M -$2.07M 11 1.13% Reduced
125
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$185M -$910K 2 1.16% Reduced