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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$323M -$65.2M 8 0.86% Reduced
102
Nordea Investment Management
Nordea Investment Management
Sweden
$323M -$153M 8 0.48% Reduced
103
Point72 Asset Management
Point72 Asset Management
Connecticut
$319M +$56M 10 1.35% Increased
104
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$318M +$35.8M 2 3.06% Increased
105
Energy Income Partners
Energy Income Partners
Connecticut
$316M +$30.8M 4 7.32% Increased
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$311M -$4.61M 13 0.75% Reduced
107
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$307M -$73M 12 0.51% Reduced
108
ALPS Advisors
ALPS Advisors
Colorado
$305M +$323M 11 2.97% Increased
109
Prudential Financial
Prudential Financial
New Jersey
$291M -$120M 13 0.46% Reduced
110
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$291M -$12.5M 9 2.08% Reduced
111
Confluence Investment Management
Confluence Investment Management
Missouri
$286M +$2.08M 4 4.46% Increased
112
SPF
Steven Patrick Farmer
$286M +$301M 4 4.46% New
113
Adage Capital Partners
Adage Capital Partners
Massachusetts
$286M -$157M 9 0.66% Reduced
114
Putnam Investments
Putnam Investments
Massachusetts
$282M -$8.23M 7 0.51% Reduced
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$280M -$5.76M 10 2.99% Reduced
116
Janus Henderson Group
Janus Henderson Group
$278M -$30.7M 16 0.19% Reduced
117
Barclays
Barclays
United Kingdom
$272M -$76M 24 0.17% Reduced
118
CI Investments Inc
CI Investments Inc
Ontario, Canada
$266M +$31.3M 11 1.24% Increased
119
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$263M -$25.6M 1 1.15% Reduced
120
GFA
Gallagher Fiduciary Advisors
Illinois
$261M -$4.19M 1 44.52% Reduced
121
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$258M +$5.25M 15 2.91% Increased
122
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$258M +$81M 5 4.05% Increased
123
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$257M +$10.7M 21 0.25% Increased
124
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$252M +$1.09M 9 0.62% Increased
125
Cohen & Steers
Cohen & Steers
New York
$251M -$29.5M 5 0.49% Reduced