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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
Prudential Financial
Prudential Financial
New Jersey
$331M +$19.5M 12 0.46% Increased
102
CI Investments Inc
CI Investments Inc
Ontario, Canada
$326M -$48.4M 10 1.21% Reduced
103
SSP
Sixth Street Partners
Texas
$316M $0 1 30.79% Maintained
104
D.E. Shaw & Co
D.E. Shaw & Co
New York
$313M -$199M 14 0.28% Reduced
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$313M -$4.72M 3 1% Reduced
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$309M +$28.5M 7 0.61% Increased
107
London Company of Virginia
London Company of Virginia
Virginia
$306M +$9.2M 1 1.68% Increased
108
National Pension Service
National Pension Service
South Korea
$301M +$5.77M 5 0.57% Increased
109
Renaissance Technologies
Renaissance Technologies
New York
$300M +$29.4M 16 0.39% Increased
110
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$297M -$3.5M 12 1.75% Reduced
111
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$280M -$21.2M 3 5.78% Reduced
112
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$273M +$39.9M 6 8.73% Increased
113
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$272M +$3.41M 1 1.03% Increased
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$271M -$9.44M 12 0.53% Reduced
115
MBA
Maple-Brown Abbott
Australia
$269M +$11.8M 2 14.93% Increased
116
Confluence Investment Management
Confluence Investment Management
Missouri
$268M -$4.51M 4 3.76% Reduced
117
HSBC Holdings
HSBC Holdings
United Kingdom
$267M -$20.8M 18 0.27% Reduced
118
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$263M +$6.17M 8 0.53% Increased
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$262M +$24.3M 12 0.54% Increased
120
Energy Income Partners
Energy Income Partners
Connecticut
$257M +$8.88M 3 6.41% Increased
121
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$251M -$5.41M 11 2.17% Reduced
122
Primecap Management
Primecap Management
California
$243M +$494K 2 0.17% Increased
123
Stifel Financial
Stifel Financial
Missouri
$239M +$16.1M 13 0.35% Increased
124
VanEck Associates
VanEck Associates
New York
$239M +$19.7M 15 0.6% Increased
125
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237M -$5.63M 19 2.46% Reduced