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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$276M -$462M 9 0.9% Reduced
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$271M -$5.63M 15 0.32% Reduced
103
LM
Luminus Management
Texas
$270M -$123M 5 6.89% Reduced
104
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$270M +$101M 7 0.67% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$258M -$1.67M 9 0.8% Reduced
106
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$247M -$3.95M 7 0.95% Reduced
107
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$241M +$35.6M 5 2.37% Increased
108
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$237M +$76.3M 5 6.72% Increased
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$231M -$183M 6 0.64% Reduced
110
BWA
Brave Warrior Advisors
New York
$230M -$20.5M 1 11.12% Reduced
111
BlackRock Japan
BlackRock Japan
Japan
$230M +$8.11M 8 0.78% Increased
112
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$225M -$23.2M 7 1.25% Reduced
113
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$224M -$4.77M 11 0.88% Reduced
114
Davenport & Co
Davenport & Co
Virginia
$223M +$92.6K 4 3.28% Increased
115
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$222M +$9.28M 3 3.48% Increased
116
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$220M +$8.72M 7 1.63% Increased
117
Credit Agricole
Credit Agricole
France
$218M +$83.3M 10 0.71% Increased
118
CI Global Investments
CI Global Investments
California
$216M +$156M 1 5.04% Increased
119
HSBC Holdings
HSBC Holdings
United Kingdom
$214M -$1.31M 12 0.53% Reduced
120
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$210M -$10.3M 7 2.27% Reduced
121
Gabelli Funds
Gabelli Funds
New York
$209M -$5.88M 11 1.24% Reduced
122
SC
Sasco Capital
Connecticut
$202M -$1.26M 1 5.04% Reduced
123
Wedge Capital Management
Wedge Capital Management
North Carolina
$200M -$18.5M 5 2.01% Reduced
124
Aperio Group
Aperio Group
California
$198M +$3M 13 1.43% Increased
125
Putnam Investments
Putnam Investments
Massachusetts
$197M -$1.69M 7 0.47% Reduced