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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
Citigroup
Citigroup
New York
$300M +$52M 21 0.24% Increased
102
Davenport & Co
Davenport & Co
Virginia
$299M +$36.6M 5 3.59% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$289M -$2.33M 8 0.68% Reduced
104
Two Sigma Investments
Two Sigma Investments
New York
$286M +$70M 11 0.93% Increased
105
FIG
Fortress Investment Group
New York
$285M -$33.6M 1 7.39% Reduced
106
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$281M -$3.48M 14 0.27% Reduced
107
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$278M +$37.9M 9 0.93% Increased
108
HSBC Holdings
HSBC Holdings
United Kingdom
$274M +$21M 12 0.4% Increased
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$272M +$258K 11 0.72% Increased
110
HCMT
Highland Capital Management (Texas)
Texas
$268M -$10.2M 1 12.3% Reduced
111
Partners Value Investments
Partners Value Investments
Bermuda
$266M $0 1 39.53% Maintained
112
UBS Group
UBS Group
Switzerland
$263M -$57.3M 25 0.11% Reduced
113
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$252M +$59.5M 4 7.97% Increased
114
Sentry Investments
Sentry Investments
Ontario, Canada
$243M -$19.4M 3 3.08% Reduced
115
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$239M -$25M 1 2.17% Reduced
116
Markel Group
Markel Group
Virginia
$237M $0 1 4.47% Maintained
117
BCM
Brigade Capital Management
New York
$237M -$77.3M 1 12.96% Reduced
118
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$235M +$29.5M 13 0.42% Increased
119
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$234M +$6.88M 5 1.36% Increased
120
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$233M -$31.8M 7 0.66% Reduced
121
Brown Advisory
Brown Advisory
Maryland
$232M +$84.7M 7 0.73% Increased
122
BRIM
Broad Run Investment Management
Virginia
$232M -$459K 1 7.48% Reduced
123
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$230M +$208M 11 0.35% Increased
124
Global X Management Company
Global X Management Company
New York
$230M +$35.1M 15 5.24% Increased
125
H
Hexavest
Quebec, Canada
$230M -$16.5M 8 2.62% Reduced