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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
Janus Henderson Group
Janus Henderson Group
$363M +$41.3M 18 0.26% Increased
102
Prudential Financial
Prudential Financial
New Jersey
$341M +$105M 14 0.57% Increased
103
Russell Investments Group
Russell Investments Group
United Kingdom
$333M +$8.78M 18 0.69% Increased
104
SCA
Southpoint Capital Advisors
New York
$323M +$22.5M 1 8.35% Increased
105
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$323M -$33.1M 8 1.86% Reduced
106
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$318M +$28M 2 3.11% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$313M -$1.57M 13 0.77% Reduced
108
SCM
Steadfast Capital Management
New York
$309M +$75.8M 1 10.62% Increased
109
Davenport & Co
Davenport & Co
Virginia
$307M -$123M 7 2.51% Reduced
110
ECP
Electron Capital Partners
New York
$302M +$56.8M 3 12.37% Increased
111
Jane Street
Jane Street
New York
$301M +$160M 28 0.14% Increased
112
Magellan Asset Management
Magellan Asset Management
Australia
$301M -$32.4M 5 2.57% Reduced
113
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$300M -$131M 1 3.2% Reduced
114
Marshall Wace
Marshall Wace
United Kingdom
$299M +$153M 11 0.67% Increased
115
LSV Asset Management
LSV Asset Management
Illinois
$281M -$61.2M 4 0.62% Reduced
116
Bessemer Group
Bessemer Group
New Jersey
$277M -$1.86M 13 0.67% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$276M +$569K 9 0.68% Increased
118
Confluence Investment Management
Confluence Investment Management
Missouri
$274M -$6.8M 6 4.09% Reduced
119
Markel Group
Markel Group
Virginia
$274M -$69.5M 1 3.68% Reduced
120
Balyasny Asset Management
Balyasny Asset Management
Illinois
$270M +$65.3M 18 0.74% Increased
121
D.E. Shaw & Co
D.E. Shaw & Co
New York
$269M +$49.1M 18 0.3% Increased
122
LPL Financial
LPL Financial
California
$266M +$14.8M 22 0.23% Increased
123
Scotia Capital
Scotia Capital
Ontario, Canada
$259M -$45M 7 1.99% Reduced
124
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$255M +$88.6M 19 0.39% Increased
125
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$247M +$21.4M 13 2.71% Increased