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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
Baird Financial Group
Baird Financial Group
Wisconsin
$641M +$70.7M 18 1.23% Increased
102
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$624M +$116M 21 0.72% Increased
103
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$610M -$7.3M 19 1.19% Reduced
104
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$609M -$300M 11 0.61% Reduced
105
MP
MFN Partners
Massachusetts
$599M $0 1 14.08% Maintained
106
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$598M +$29M 34 2.96% Increased
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$579M +$13.4M 14 3.42% Increased
108
William Blair Investment Management
William Blair Investment Management
Illinois
$564M -$153M 6 1.58% Reduced
109
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$557M -$51.8M 15 1.23% Reduced
110
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$556M -$5.98M 9 6.51% Reduced
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$546M -$107M 10 1.42% Reduced
112
Marshall Wace
Marshall Wace
United Kingdom
$541M -$276M 16 0.69% Reduced
113
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$540M -$106M 1 1.97% Reduced
114
ALPS Advisors
ALPS Advisors
Colorado
$538M -$9.56M 15 3.12% Reduced
115
Davenport & Co
Davenport & Co
Virginia
$531M -$10.6M 16 3.08% Reduced
116
Stifel Financial
Stifel Financial
Missouri
$527M +$23.6M 27 0.56% Increased
117
ZP
Zimmer Partners
New York
$524M +$203M 8 9.88% Increased
118
VARA
Value Aligned Research Advisors
New Jersey
$523M +$572M 4 38.12% Increased
119
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$508M -$19.2M 22 0.75% Reduced
120
Korea Investment Corp
Korea Investment Corp
South Korea
$505M +$99.1M 11 1.23% Increased
121
Adage Capital Partners
Adage Capital Partners
Massachusetts
$501M -$32.5M 8 0.93% Reduced
122
Energy Income Partners
Energy Income Partners
Connecticut
$501M +$48.1M 8 9.59% Increased
123
Victory Capital Management
Victory Capital Management
Texas
$501M +$61.3M 18 0.51% Increased
124
Scotia Capital
Scotia Capital
Ontario, Canada
$483M +$13.7M 11 2.59% Increased
125
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$478M +$37.3M 12 0.39% Increased