← 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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$372M -$28.5M 13 2.13% Reduced
102
American Century Companies
American Century Companies
Missouri
$371M -$1.98M 15 0.25% Reduced
103
Barclays
Barclays
United Kingdom
$367M -$136M 22 0.29% Reduced
104
London Company of Virginia
London Company of Virginia
Virginia
$367M +$13.4M 1 1.94% Increased
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$361M -$41.6M 3 1.15% Reduced
106
National Pension Service
National Pension Service
South Korea
$354M +$9.69M 6 0.65% Increased
107
ECP
Electron Capital Partners
New York
$349M +$172M 3 13.89% Increased
108
Citigroup
Citigroup
New York
$347M -$30.4M 30 0.21% Reduced
109
Select Equity Group
Select Equity Group
New York
$342M +$282M 3 1.11% Increased
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$333M +$14.6M 13 0.64% Increased
111
Janus Henderson Group
Janus Henderson Group
$333M +$17.3M 16 0.16% Increased
112
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$328M -$447K 2 2.88% Reduced
113
ClearBridge Investments
ClearBridge Investments
New York
$318M -$72.4M 8 0.24% Reduced
114
Two Sigma Investments
Two Sigma Investments
New York
$318M +$192M 14 0.94% Increased
115
GFA
Gallagher Fiduciary Advisors
Illinois
$317M -$6.01M 1 41.59% Reduced
116
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$308M +$287K 15 3% Increased
117
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$306M -$1.34M 1 1.14% Reduced
118
Confluence Investment Management
Confluence Investment Management
Missouri
$305M +$1.56M 4 4.26% Increased
119
Envestnet Asset Management
Envestnet Asset Management
Illinois
$303M +$27.5M 15 0.15% Increased
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$303M +$81.5M 10 2.99% Increased
121
Energy Income Partners
Energy Income Partners
Connecticut
$302M +$42.6M 4 6.49% Increased
122
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$298M -$66.6M 13 1.91% Reduced
123
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$293M -$14.6M 1 19.17% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$292M +$7.15M 13 0.6% Increased
125
Putnam Investments
Putnam Investments
Massachusetts
$291M +$196M 6 0.44% Increased