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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
Appaloosa LP
Appaloosa LP
New Jersey
$335M -$160M 1 4.81% Reduced
102
Citigroup
Citigroup
New York
$321M -$4.83M 23 0.21% Reduced
103
Adage Capital Partners
Adage Capital Partners
Massachusetts
$321M -$93.5M 6 0.66% Reduced
104
AQR Capital Management
AQR Capital Management
Connecticut
$318M +$54.2M 11 0.52% Increased
105
Prudential Financial
Prudential Financial
New Jersey
$314M -$43.7M 11 0.47% Reduced
106
Scotia Capital
Scotia Capital
Ontario, Canada
$312M +$13.9M 7 2.53% Increased
107
Renaissance Technologies
Renaissance Technologies
New York
$310M -$290M 14 0.39% Reduced
108
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$306M +$34.7M 2 2.97% Increased
109
London Company of Virginia
London Company of Virginia
Virginia
$302M +$75.9M 1 1.73% Increased
110
SCM
Steadfast Capital Management
New York
$302M -$77.6M 1 3.14% Reduced
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$301M -$8.26M 12 0.6% Reduced
112
National Pension Service
National Pension Service
South Korea
$300M +$23.5M 5 0.63% Increased
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$299M +$62.4M 8 0.66% Increased
114
Energy Income Partners
Energy Income Partners
Connecticut
$291M -$36.5M 3 7.75% Reduced
115
SII
Silchester International Investors
United Kingdom
$288M $0 1 19.61% Maintained
116
Millennium Management
Millennium Management
New York
$283M -$258M 16 0.2% Reduced
117
HSBC Holdings
HSBC Holdings
United Kingdom
$273M -$10.6M 14 0.32% Reduced
118
Abrams Capital Management
Abrams Capital Management
Massachusetts
$266M -$5.23M 1 6% Reduced
119
Confluence Investment Management
Confluence Investment Management
Missouri
$260M +$112K 4 3.65% Increased
120
Epoch Investment Partners
Epoch Investment Partners
New York
$260M -$27.3M 3 1.21% Reduced
121
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$259M +$83.6M 1 1.05% Increased
122
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$255M +$124K 3 4.04% Increased
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$242M -$6.73M 12 0.52% Reduced
124
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$236M -$11.8M 8 0.51% Reduced
125
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$235M +$38.3M 6 8.19% Increased