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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
VOYA Investment Management
VOYA Investment Management
Georgia
$260M +$7.28M 10 0.6% Increased
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$258M +$174M 12 0.67% Increased
103
BHG
Blue Harbour Group
Connecticut
$252M -$230M 1 9.07% Reduced
104
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$249M +$8.62M 7 1.66% Increased
105
BWA
Brave Warrior Advisors
New York
$242M -$1.66M 1 11.55% Reduced
106
Perkins Investment Management
Perkins Investment Management
Illinois
$237M +$46.8M 3 2.93% Increased
107
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$235M +$4.41M 5 6.9% Increased
108
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$229M +$8.91M 6 1.21% Increased
109
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$229M -$5.04M 3 3.48% Reduced
110
HSBC Holdings
HSBC Holdings
United Kingdom
$225M -$19.2M 12 0.47% Reduced
111
Partners Value Investments
Partners Value Investments
Bermuda
$222M +$217M 1 37.43% New
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$222M +$26.9M 11 0.86% Increased
113
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$220M +$142M 13 0.58% Increased
114
Sentry Investments
Sentry Investments
Ontario, Canada
$219M +$13M 1 1.51% Increased
115
Davenport & Co
Davenport & Co
Virginia
$218M -$1.18M 4 3.11% Reduced
116
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$216M -$5.03M 8 2.18% Reduced
117
Artisan Partners
Artisan Partners
Wisconsin
$203M +$16.7M 2 0.4% Increased
118
Putnam Investments
Putnam Investments
Massachusetts
$202M +$231K 6 0.48% Increased
119
Citadel Advisors
Citadel Advisors
Florida
$201M +$111M 16 0.18% Increased
120
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$200M -$4.14M 4 1.27% Reduced
121
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$198M +$61.8M 2 2.64% Increased
122
BRIM
Broad Run Investment Management
Virginia
$193M +$6.01M 1 7.25% Increased
123
Markel Group
Markel Group
Virginia
$192M +$3.76M 1 4.32% Increased
124
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$188M -$203M 5 1.23% Reduced
125
Gabelli Funds
Gabelli Funds
New York
$187M -$14M 11 1.1% Reduced