← 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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$333M -$38M 8 1.69% Reduced
102
SII
Silchester International Investors
United Kingdom
$333M $0 1 22.83% Maintained
103
Man Group
Man Group
United Kingdom
$325M +$29.5M 10 1.07% Increased
104
National Pension Service
National Pension Service
South Korea
$311M +$22.8M 6 0.85% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$309M +$416K 11 0.75% Increased
106
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$305M +$61.1M 7 0.98% Increased
107
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$300M -$1.89M 10 0.85% Reduced
108
AL
AJO LP
Pennsylvania
$291M -$12.6M 6 1.72% Reduced
109
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$289M +$15.9M 5 0.97% Increased
110
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$288M +$64.8M 6 15.06% Increased
111
Stifel Financial
Stifel Financial
Missouri
$283M +$13.6M 13 0.59% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$282M +$838K 8 0.65% Increased
113
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$277M -$11.5M 3 5.76% Reduced
114
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$272M -$23.9M 5 8.53% Reduced
115
Abrams Capital Management
Abrams Capital Management
Massachusetts
$272M $0 1 8.44% Maintained
116
ACG
Anchorage Capital Group
New York
$272M +$814K 1 11.51% Increased
117
SPC
Silver Point Capital
Connecticut
$263M +$53.8M 1 20.54% Increased
118
Nordea Investment Management
Nordea Investment Management
Sweden
$259M -$18.8M 9 0.52% Reduced
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$259M -$5.61M 12 0.65% Reduced
120
Confluence Investment Management
Confluence Investment Management
Missouri
$259M -$24.2K 4 4.14% Reduced
121
HSBC Holdings
HSBC Holdings
United Kingdom
$257M +$58.1M 14 0.45% Increased
122
Energy Income Partners
Energy Income Partners
Connecticut
$251M +$51.1M 3 4.21% Increased
123
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$246M -$4.72M 14 0.24% Reduced
124
FIG
Fortress Investment Group
New York
$240M -$88M 1 27.97% Reduced
125
London Company of Virginia
London Company of Virginia
Virginia
$238M -$1.53M 1 1.83% Reduced