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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
Brown Advisory
Brown Advisory
Maryland
$302M +$774K 8 0.93% Increased
102
Two Sigma Advisers
Two Sigma Advisers
New York
$297M -$103M 11 0.8% Reduced
103
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$291M +$4.97M 12 1.59% Increased
104
First Trust Advisors
First Trust Advisors
Illinois
$286M +$2.62M 10 0.59% Increased
105
UBS Group
UBS Group
Switzerland
$282M -$37.2M 25 0.12% Reduced
106
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$278M -$4.66M 12 0.8% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$267M -$2.34M 9 0.65% Reduced
108
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$263M -$35.8M 11 0.38% Reduced
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$260M +$5.6M 11 0.7% Increased
110
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$260M -$51.2K 4 8.81% Reduced
111
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$256M -$30.5M 10 0.83% Reduced
112
Man Group
Man Group
United Kingdom
$254M +$81.6M 11 1.04% Increased
113
AC
Ashler Capital
Illinois
$249M +$57.1M 1 12.95% Increased
114
Sculptor Capital
Sculptor Capital
New York
$244M +$241M 2 1.13% New
115
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$241M -$6.58M 9 1.1% Reduced
116
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$241M -$7.83M 15 0.24% Reduced
117
Energy Income Partners
Energy Income Partners
Connecticut
$241M +$22.4M 2 4.41% Increased
118
CP
Centerbridge Partners
New York
$234M -$42.5M 1 16.45% Reduced
119
CI Investments Inc
CI Investments Inc
Ontario, Canada
$233M +$204M 1 1.83% Increased
120
Markel Group
Markel Group
Virginia
$228M +$2.96M 1 4.18% Increased
121
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226M +$12.4M 9 1.27% Increased
122
BRIM
Broad Run Investment Management
Virginia
$223M +$4.55M 1 7.59% Increased
123
HCMT
Highland Capital Management (Texas)
Texas
$219M -$102M 1 12.45% Reduced
124
SCA
Southpoint Capital Advisors
New York
$213M +$34.7M 1 9.04% Increased
125
H
Hexavest
Quebec, Canada
$207M -$77.4M 6 2.68% Reduced