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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$274M +$554K 12 0.68% Increased
102
Prudential plc
Prudential plc
United Kingdom
$270M -$41.6M 6 1.3% Reduced
103
GAM
Goldentree Asset Management
New York
$264M +$124M 2 32.29% Increased
104
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$250M -$2.83M 5 0.84% Reduced
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$241M +$1.18M 8 0.61% Increased
106
Stifel Financial
Stifel Financial
Missouri
$240M +$10.2M 14 0.55% Increased
107
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$238M +$4.43M 10 0.51% Increased
108
London Company of Virginia
London Company of Virginia
Virginia
$236M +$6.48M 1 1.83% Increased
109
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$236M +$4.07M 2 7.82% Increased
110
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$234M -$2.84M 5 9.68% Reduced
111
Confluence Investment Management
Confluence Investment Management
Missouri
$231M -$4.02M 4 3.86% Reduced
112
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$228M -$53.2M 3 1.06% Reduced
113
Korea Investment Corp
Korea Investment Corp
South Korea
$228M +$15.4M 8 0.84% Increased
114
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$228M -$15.2M 3 5.89% Reduced
115
Scotia Capital
Scotia Capital
Ontario, Canada
$226M +$11.4M 6 3.16% Increased
116
SII
Silchester International Investors
United Kingdom
$224M $0 1 19.83% Maintained
117
Abrams Capital Management
Abrams Capital Management
Massachusetts
$222M $0 1 7.17% Maintained
118
National Pension Service
National Pension Service
South Korea
$221M -$48.6M 4 0.63% Reduced
119
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$218M -$2.11M 14 0.29% Reduced
120
Barclays
Barclays
United Kingdom
$215M -$4.35M 16 0.17% Reduced
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$206M +$3.18M 11 0.57% Increased
122
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$206M -$749K 10 0.62% Reduced
123
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$202M -$46.8M 6 0.69% Reduced
124
Energy Income Partners
Energy Income Partners
Connecticut
$202M +$10.5M 3 5.64% Increased
125
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$201M +$62.9M 9 2% Increased