← 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
UBS Group
UBS Group
Switzerland
$350M +$23.9M 25 0.13% Increased
102
Nordea Investment Management
Nordea Investment Management
Sweden
$347M -$59.9M 9 0.77% Reduced
103
FIG
Fortress Investment Group
New York
$332M $0 1 36.2% Maintained
104
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$332M +$202M 7 0.22% Increased
105
Brown Advisory
Brown Advisory
Maryland
$322M -$16.8M 7 0.92% Reduced
106
D.E. Shaw & Co
D.E. Shaw & Co
New York
$314M +$30.8M 14 0.39% Increased
107
KCM
Knighthead Capital Management
New York
$313M +$64.8M 1 43.52% Increased
108
SII
Silchester International Investors
United Kingdom
$312M $0 1 22.34% Maintained
109
RCM
Redwood Capital Management
New York
$306M -$14.7M 1 20.88% Reduced
110
SPC
Silver Point Capital
Connecticut
$302M -$5.76M 1 37.52% Reduced
111
Capital International Investors
Capital International Investors
California
$302M +$133M 3 0.12% Increased
112
AL
AJO LP
Pennsylvania
$293M +$62.5M 4 1.52% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$293M +$7.06M 11 0.76% Increased
114
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$282M +$2.33M 5 9.01% Increased
115
Markel Group
Markel Group
Virginia
$275M +$1.26M 1 4.23% Increased
116
LM
Luminus Management
Texas
$273M -$150M 4 6.55% Reduced
117
SCM
Scopia Capital Management
New York
$267M -$36.1M 1 11.85% Reduced
118
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$265M +$5.27M 7 0.94% Increased
119
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$259M -$2.93M 8 0.66% Reduced
120
Confluence Investment Management
Confluence Investment Management
Missouri
$259M +$734K 4 4.14% Increased
121
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$258M +$9.7M 9 0.78% Increased
122
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$256M -$24M 3 4.98% Reduced
123
VOYA Investment Management
VOYA Investment Management
Georgia
$248M -$23.3M 14 0.53% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$246M -$37.6M 11 0.69% Reduced
125
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$244M -$6.87M 14 0.24% Reduced