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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
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$376M +$5.59M 7 14.88% Increased
102
Nordea Investment Management
Nordea Investment Management
Sweden
$368M -$18.8M 8 0.51% Reduced
103
SSP
Sixth Street Partners
Texas
$363M -$65.3M 1 43.47% Reduced
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$363M -$46M 8 0.82% Reduced
105
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$360M -$123M 11 0.85% Reduced
106
LPL Financial
LPL Financial
California
$357M +$42M 25 0.25% Increased
107
Artemis Investment Management
Artemis Investment Management
United Kingdom
$352M -$76.6M 5 4.91% Reduced
108
Bessemer Group
Bessemer Group
New Jersey
$350M +$25.3M 13 0.77% Increased
109
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$348M -$27.3M 17 0.5% Reduced
110
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$346M -$10.1M 2 3.38% Reduced
111
Lazard Asset Management
Lazard Asset Management
New York
$343M -$181M 10 0.47% Reduced
112
Davenport & Co
Davenport & Co
Virginia
$333M +$47.9M 9 2.52% Increased
113
Newport Trust Company
Newport Trust Company
District of Columbia
$326M -$2M 2 1% Reduced
114
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$324M -$58.5M 7 0.93% Reduced
115
Jane Street
Jane Street
New York
$313M +$14M 28 0.1% Increased
116
LSV Asset Management
LSV Asset Management
Illinois
$303M -$391K 4 0.7% Reduced
117
Oaktree Capital Management
Oaktree Capital Management
California
$299M -$240M 1 4.33% Reduced
118
KeyBank National Association
KeyBank National Association
Ohio
$289M +$798K 10 1.38% Increased
119
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$288M -$2.48M 15 0.68% Reduced
120
Magellan Asset Management
Magellan Asset Management
Australia
$275M +$81.3M 5 2.93% Increased
121
Scotia Capital
Scotia Capital
Ontario, Canada
$274M -$4.15M 7 1.98% Reduced
122
Markel Group
Markel Group
Virginia
$273M $0 1 3.29% Maintained
123
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$264M +$6.69M 11 0.64% Increased
124
Primecap Management
Primecap Management
California
$260M -$7.53M 2 0.22% Reduced
125
ECP
Electron Capital Partners
New York
$247M +$15.2M 3 11.09% Increased