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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
Barclays
Barclays
United Kingdom
$287M -$4.96M 17 0.22% Reduced
102
AllianceBernstein
AllianceBernstein
Tennessee
$284M +$5.7M 15 0.21% Increased
103
Prudential Financial
Prudential Financial
New Jersey
$270M -$23.6M 11 0.47% Reduced
104
Two Sigma Investments
Two Sigma Investments
New York
$268M +$94.5M 11 1.05% Increased
105
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$255M -$749K 9 0.92% Reduced
106
Two Sigma Advisers
Two Sigma Advisers
New York
$252M +$104M 11 0.69% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$252M +$9.49M 12 0.82% Increased
108
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$252M -$35.5M 11 0.23% Reduced
109
Artisan Partners
Artisan Partners
Wisconsin
$251M -$141M 3 0.57% Reduced
110
UBS Group
UBS Group
Switzerland
$251M -$11.6M 24 0.11% Reduced
111
Brown Advisory
Brown Advisory
Maryland
$246M +$39.4M 11 0.83% Increased
112
Jennison Associates
Jennison Associates
New York
$244M -$23.7M 5 0.27% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$241M +$3.13M 11 0.72% Increased
114
VOYA Investment Management
VOYA Investment Management
Georgia
$233M +$75.6M 13 0.57% Increased
115
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$233M -$10.8M 9 0.66% Reduced
116
ACG
Anchorage Capital Group
New York
$224M +$241M 1 12.8% Increased
117
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$223M -$34.9M 4 8.18% Reduced
118
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$223M +$6.08M 1 0.98% Increased
119
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$223M -$8.72M 14 0.25% Reduced
120
CP
Centerbridge Partners
New York
$220M +$26M 2 22.43% Increased
121
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$219M -$10.8M 8 0.98% Reduced
122
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$218M -$9.61M 3 4.55% Reduced
123
Markel Group
Markel Group
Virginia
$218M +$422K 1 4.16% Increased
124
BRIM
Broad Run Investment Management
Virginia
$212M -$1.52M 1 9.76% Reduced
125
Appaloosa LP
Appaloosa LP
New Jersey
$212M +$102M 2 10.46% Increased