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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
$387M -$7.63M 17 0.5% Reduced
102
National Pension Service
National Pension Service
South Korea
$383M +$10.7M 6 0.62% Increased
103
National Bank of Canada
National Bank of Canada
Quebec, Canada
$377M +$74.6M 23 0.69% Increased
104
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$377M +$23.7M 12 1.88% Increased
105
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$377M -$23.2M 7 13.88% Reduced
106
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$369M -$19.6M 2 3.44% Reduced
107
Bessemer Group
Bessemer Group
New Jersey
$348M +$47.8M 13 0.74% Increased
108
Newport Trust Company
Newport Trust Company
District of Columbia
$347M -$5.64M 2 1.01% Reduced
109
Prudential Financial
Prudential Financial
New Jersey
$343M +$30.9M 13 0.5% Increased
110
HSBC Holdings
HSBC Holdings
United Kingdom
$333M +$23.7M 17 0.34% Increased
111
LPL Financial
LPL Financial
California
$330M +$22.1M 24 0.24% Increased
112
ClearBridge Investments
ClearBridge Investments
New York
$327M +$27M 6 0.29% Increased
113
Davenport & Co
Davenport & Co
Virginia
$312M -$2.13M 9 2.29% Reduced
114
Perpetual Ltd
Perpetual Ltd
Australia
$309M +$33.9M 6 2.65% Increased
115
Scotia Capital
Scotia Capital
Ontario, Canada
$309M +$6.54M 7 2.12% Increased
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$301M -$3.96M 15 0.67% Reduced
117
Markel Group
Markel Group
Virginia
$293M $0 1 3.49% Maintained
118
Jane Street
Jane Street
New York
$281M +$145M 27 0.09% Increased
119
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$276M -$24M 3 0.8% Reduced
120
SCA
Southpoint Capital Advisors
New York
$275M -$82.9M 1 5.96% Reduced
121
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$268M +$2.15M 11 0.6% Increased
122
Confluence Investment Management
Confluence Investment Management
Missouri
$266M -$3.18M 7 3.87% Reduced
123
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$259M -$43.3M 3 11.09% Reduced
124
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$259M -$4.27M 31 0.05% Reduced
125
Swedbank
Swedbank
Sweden
$254M +$11.6M 4 0.43% Increased