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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
Asset Management One
Asset Management One
Japan
$291M +$5.29M 8 0.66% Increased
102
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$286M +$8.37M 9 0.97% Increased
103
HCMT
Highland Capital Management (Texas)
Texas
$285M -$17.7M 1 14.71% Reduced
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$281M -$83.3M 6 0.65% Reduced
105
H
Hexavest
Quebec, Canada
$278M +$60M 8 3.47% Increased
106
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$278M +$50.1M 1 2.93% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$278M -$13.8M 12 0.8% Reduced
108
First Trust Advisors
First Trust Advisors
Illinois
$278M -$6.9M 9 0.64% Reduced
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$273M -$17.5M 12 1.41% Reduced
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$267M -$2.08M 8 0.65% Reduced
111
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$253M +$29.4M 4 8.95% Increased
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$251M -$3.87M 11 0.69% Reduced
113
HSBC Holdings
HSBC Holdings
United Kingdom
$247M -$11.5M 12 0.37% Reduced
114
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$246M -$2.64M 14 0.24% Reduced
115
Two Sigma Investments
Two Sigma Investments
New York
$246M -$17.9M 7 0.82% Reduced
116
CP
Centerbridge Partners
New York
$245M $0 1 24.06% Maintained
117
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$239M +$29M 9 1.12% Increased
118
AC
Ashler Capital
Illinois
$229M +$230M 1 12.43% New
119
LM
Luminus Management
Texas
$228M -$85.9M 4 4.73% Reduced
120
Markel Group
Markel Group
Virginia
$216M +$4.43M 1 4.11% Increased
121
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$212M -$1.69M 1 1.98% Reduced
122
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$211M +$65.3M 2 0.83% Increased
123
BRIM
Broad Run Investment Management
Virginia
$210M +$2.77M 1 6.82% Increased
124
Global X Management Company
Global X Management Company
New York
$209M +$10.7M 16 4.16% Increased
125
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$207M +$5.15M 4 3.57% Increased