← All themes

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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$335M -$8.23M 12 0.65% Reduced
102
Citigroup
Citigroup
New York
$330M +$144M 21 0.32% Increased
103
Brown Advisory
Brown Advisory
Maryland
$323M +$8.33M 10 0.92% Increased
104
UBS Group
UBS Group
Switzerland
$321M +$40.1M 24 0.13% Increased
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$319M +$56.3M 2 1.25% Increased
106
AllianceBernstein
AllianceBernstein
Tennessee
$312M +$498K 15 0.2% Increased
107
Two Sigma Advisers
Two Sigma Advisers
New York
$291M +$30.3M 10 0.73% Increased
108
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$283M +$1.42M 11 0.4% Increased
109
Artisan Partners
Artisan Partners
Wisconsin
$280M -$12.7M 3 0.55% Reduced
110
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$278M +$28.7M 5 9.18% Increased
111
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$277M -$4.56M 12 0.79% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$277M +$10.3M 11 0.74% Increased
113
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$274M +$13.6M 3 5.05% Increased
114
Markel Group
Markel Group
Virginia
$268M +$2.77M 1 4.49% Increased
115
VOYA Investment Management
VOYA Investment Management
Georgia
$256M -$1.62M 14 0.58% Reduced
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$255M -$5.09M 8 0.65% Reduced
117
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$253M +$5.26M 7 0.93% Increased
118
RCM
Redwood Capital Management
New York
$251M +$160M 1 17.18% Increased
119
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$246M +$1.36M 14 0.25% Increased
120
Confluence Investment Management
Confluence Investment Management
Missouri
$242M +$85M 4 4.09% Increased
121
D.E. Shaw & Co
D.E. Shaw & Co
New York
$240M -$208M 12 0.31% Reduced
122
SPC
Silver Point Capital
Connecticut
$240M +$196M 1 33.7% Increased
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$234M -$46.5M 10 0.74% Reduced
124
Stifel Financial
Stifel Financial
Missouri
$231M +$14.1M 12 0.65% Increased
125
HCMT
Highland Capital Management (Texas)
Texas
$227M -$3.97M 2 14.16% Reduced