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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
American Century Companies
American Century Companies
Missouri
$526M +$39.6M 19 0.32% Increased
102
APG Asset Management
APG Asset Management
Netherlands
$516M +$19.3M 11 0.92% Increased
103
Janus Henderson Group
Janus Henderson Group
$515M -$101M 17 0.28% Reduced
104
Victory Capital Management
Victory Capital Management
Texas
$508M -$179M 15 0.51% Reduced
105
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$503M +$133M 12 0.61% Increased
106
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$501M +$91.2M 21 0.66% Increased
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$501M +$14M 12 3.31% Increased
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$497M -$45.2M 9 0.92% Reduced
109
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$497M +$255M 29 2.66% Increased
110
First Trust Advisors
First Trust Advisors
Illinois
$495M -$124M 16 0.5% Reduced
111
Bessemer Group
Bessemer Group
New Jersey
$493M +$7.11M 14 0.87% Increased
112
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$483M -$16.8M 8 6.15% Reduced
113
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$471M -$2.5M 1 3.97% Reduced
114
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$462M +$263M 10 1.03% Increased
115
Davenport & Co
Davenport & Co
Virginia
$439M +$516K 13 2.65% Increased
116
CI Investments Inc
CI Investments Inc
Ontario, Canada
$438M +$76M 14 1.73% Increased
117
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$438M +$24.3M 20 0.7% Increased
118
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$429M +$242M 2 1.49% Increased
119
AGF Management
AGF Management
Ontario, Canada
$425M +$153M 10 2.36% Increased
120
National Bank of Canada
National Bank of Canada
Quebec, Canada
$420M +$12.2M 28 0.57% Increased
121
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$420M -$17.3M 8 1.02% Reduced
122
Viking Global Investors
Viking Global Investors
Connecticut
$417M +$385M 1 1.6% New
123
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$412M +$276M 7 1.94% Increased
124
VOYA Investment Management
VOYA Investment Management
Georgia
$411M +$98.3M 21 0.4% Increased
125
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$408M +$8.14M 15 0.8% Increased