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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$360M -$11.4M 14 0.36% Reduced
102
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$360M +$43.8M 12 2.02% Increased
103
Citigroup
Citigroup
New York
$355M -$83.1M 23 0.19% Reduced
104
Cohen & Steers
Cohen & Steers
New York
$352M -$17.1M 4 0.57% Reduced
105
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$342M +$47.5M 9 0.66% Increased
106
American Century Companies
American Century Companies
Missouri
$341M -$55.3M 15 0.22% Reduced
107
GFA
Gallagher Fiduciary Advisors
Illinois
$328M -$210M 1 40.69% Reduced
108
London Company of Virginia
London Company of Virginia
Virginia
$326M -$2.93M 1 1.64% Reduced
109
National Pension Service
National Pension Service
South Korea
$325M -$10.8M 5 0.57% Reduced
110
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$323M -$15.2M 2 2.78% Reduced
111
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$320M +$248M 15 3.11% New
112
CI Investments Inc
CI Investments Inc
Ontario, Canada
$318M -$47.4M 10 1.1% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$298M -$1.06M 12 0.54% Reduced
114
Janus Henderson Group
Janus Henderson Group
$297M -$55.1M 15 0.12% Reduced
115
Confluence Investment Management
Confluence Investment Management
Missouri
$297M -$3.65M 4 3.94% Reduced
116
HSBC Holdings
HSBC Holdings
United Kingdom
$294M +$248K 18 0.27% Increased
117
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$288M +$122M 6 0.91% Increased
118
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$284M -$7.6M 1 1.02% Reduced
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$277M -$15.5M 13 0.53% Reduced
120
Prudential Financial
Prudential Financial
New Jersey
$274M -$77.9M 11 0.34% Reduced
121
MAMU
Marathon Asset Management (UK)
United Kingdom
$273M +$119M 2 3.39% Increased
122
VanEck Associates
VanEck Associates
New York
$270M +$13M 16 0.63% Increased
123
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$266M -$37M 3 5.14% Reduced
124
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$266M +$14.2M 17 0.38% Increased
125
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$262M -$1.47M 20 2.59% Reduced