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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$870M +$2.06M 22 0.97% Increased
102
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$849M +$58.9M 2 2.75% Increased
103
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$845M -$418M 30 0.48% Reduced
104
ALPS Advisors
ALPS Advisors
Colorado
$834M -$5.26M 20 4.81% Reduced
105
Russell Investments Group
Russell Investments Group
United Kingdom
$824M +$24.4M 28 1.05% Increased
106
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$822M -$100M 3 18.02% Reduced
107
VARA
Value Aligned Research Advisors
New Jersey
$809M -$35.3M 4 17.08% Reduced
108
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$801M -$35.5M 17 0.81% Reduced
109
Bridgewater Associates
Bridgewater Associates
Connecticut
$799M -$340M 19 3.22% Reduced
110
VOYA Investment Management
VOYA Investment Management
Georgia
$795M -$149M 24 0.79% Reduced
111
Two Sigma Investments
Two Sigma Investments
New York
$795M +$283M 20 1.41% Increased
112
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$794M +$14.3M 36 3.49% Increased
113
Nordea Investment Management
Nordea Investment Management
Sweden
$787M +$165M 9 0.73% Increased
114
Point72 Asset Management
Point72 Asset Management
Connecticut
$781M -$99.5M 10 1.53% Reduced
115
Cohen & Steers
Cohen & Steers
New York
$766M -$32.4M 8 1.41% Reduced
116
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$742M -$25.5M 20 1.23% Reduced
117
Castle Hook Partners
Castle Hook Partners
New York
$717M +$212M 2 4.08% Increased
118
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$694M +$99.8M 10 1.61% Increased
119
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$680M -$24.2M 17 1.49% Reduced
120
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$679M -$384M 35 0.09% Reduced
121
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$675M +$49.2M 13 2.38% Increased
122
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$674M +$2.56M 24 0.9% Increased
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$654M +$40.7M 11 1.1% Increased
124
Two Sigma Advisers
Two Sigma Advisers
New York
$648M +$217M 15 1.33% Increased
125
SEI Investments
SEI Investments
Pennsylvania
$641M +$79.9M 23 0.74% Increased