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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
$294M +$35.4M 12 0.66% Increased
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$275M +$55.4M 12 0.89% Increased
103
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$271M -$32.6M 9 1.12% Reduced
104
PGGM Investments
PGGM Investments
Netherlands
$269M -$62M 6 1.38% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$269M +$7.18M 10 0.76% Increased
106
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$267M -$1.8M 14 0.29% Reduced
107
HCMT
Highland Capital Management (Texas)
Texas
$258M +$242M 1 10.97% New
108
Barclays
Barclays
United Kingdom
$252M -$7.26M 17 0.27% Reduced
109
UBS Group
UBS Group
Switzerland
$248M -$40.3M 24 0.13% Reduced
110
Citigroup
Citigroup
New York
$247M -$32.5M 20 0.22% Reduced
111
Davenport & Co
Davenport & Co
Virginia
$241M -$553K 4 3.18% Reduced
112
Partners Value Investments
Partners Value Investments
Bermuda
$239M $0 1 38.1% Maintained
113
CP
Centerbridge Partners
New York
$239M +$225M 1 23.72% New
114
Sentry Investments
Sentry Investments
Ontario, Canada
$239M +$3.5M 2 1.74% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$238M +$122M 11 0.78% Increased
116
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$237M -$118M 8 0.58% Reduced
117
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$228M -$2.23M 5 3.57% Reduced
118
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$228M -$16.7M 6 1.11% Reduced
119
H
Hexavest
Quebec, Canada
$228M -$70.6M 9 2.96% Reduced
120
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$225M -$6.05M 5 6.91% Reduced
121
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$225M -$22.1M 8 1.45% Reduced
122
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$216M +$3.17M 3 2.73% Increased
123
CI Global Investments
CI Global Investments
California
$216M +$90.5M 1 4.09% Increased
124
Credit Agricole
Credit Agricole
France
$215M +$72.9M 9 0.71% Increased
125
Markel Group
Markel Group
Virginia
$210M +$4M 1 4.48% Increased