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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
Barclays
Barclays
United Kingdom
$370M +$5.01M 23 0.17% Increased
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368M -$12.7M 10 3.15% Reduced
103
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$366M +$32.4M 2 3.57% Increased
104
American Century Companies
American Century Companies
Missouri
$364M -$43.2M 15 0.29% Reduced
105
Millennium Management
Millennium Management
New York
$356M -$218M 23 0.2% Reduced
106
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$330M -$9.88M 10 1.79% Reduced
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
$315M +$61.5M 16 0.34% Increased
108
SCA
Southpoint Capital Advisors
New York
$314M +$20.2M 1 7.12% Increased
109
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$310M +$262K 1 3.12% Increased
110
LPL Financial
LPL Financial
California
$309M +$51.3M 22 0.24% Increased
111
Davenport & Co
Davenport & Co
Virginia
$307M -$5.88M 9 2.41% Reduced
112
Prudential Financial
Prudential Financial
New Jersey
$304M -$36.3M 13 0.48% Reduced
113
HSBC Holdings
HSBC Holdings
United Kingdom
$304M -$50.3M 15 0.36% Reduced
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$301M -$1.44M 13 0.7% Reduced
115
Scotia Capital
Scotia Capital
Ontario, Canada
$297M +$16.4M 6 2.17% Increased
116
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$292M +$32.4M 3 0.87% Increased
117
LSV Asset Management
LSV Asset Management
Illinois
$287M -$1.21M 4 0.64% Reduced
118
Markel Group
Markel Group
Virginia
$284M $0 1 3.61% Maintained
119
ECP
Electron Capital Partners
New York
$283M +$3.63M 3 12.28% Increased
120
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$283M +$173M 3 7.33% Increased
121
National Bank of Canada
National Bank of Canada
Quebec, Canada
$282M +$62.3M 22 0.69% Increased
122
Bessemer Group
Bessemer Group
New Jersey
$281M +$2.62M 14 0.67% Increased
123
Confluence Investment Management
Confluence Investment Management
Missouri
$275M +$7.72M 7 4.06% Increased
124
ClearBridge Investments
ClearBridge Investments
New York
$265M +$35.6M 7 0.25% Increased
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$264M -$2.35M 9 0.62% Reduced