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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
VOYA Investment Management
VOYA Investment Management
Georgia
$928M +$89.3M 23 0.93% Increased
102
William Blair Investment Management
William Blair Investment Management
Illinois
$911M -$337M 6 2.35% Reduced
103
Soroban Capital Partners
Soroban Capital Partners
New York
$898M -$219M 3 6.78% Reduced
104
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$870M +$58.2M 38 0.1% Increased
105
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$852M -$32.2M 39 3.35% Reduced
106
VARA
Value Aligned Research Advisors
New Jersey
$840M -$62.7M 4 10.25% Reduced
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
$832M -$189M 29 0.47% Reduced
108
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$829M +$17.6M 20 1.29% Increased
109
Two Sigma Investments
Two Sigma Investments
New York
$817M -$128M 29 1.22% Reduced
110
Renaissance Technologies
Renaissance Technologies
New York
$809M -$353M 13 1.07% Reduced
111
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$772M -$96.8M 2 2.38% Reduced
112
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$762M +$15.3M 24 0.99% Increased
113
Stifel Financial
Stifel Financial
Missouri
$760M +$42M 31 0.69% Increased
114
William Blair & Company
William Blair & Company
Illinois
$755M +$43M 21 2.01% Increased
115
Driehaus Capital Management
Driehaus Capital Management
Illinois
$755M +$1.39M 16 5.41% Increased
116
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$745M -$17.2M 19 2.35% Reduced
117
Two Sigma Advisers
Two Sigma Advisers
New York
$739M -$2.73M 18 1.48% Reduced
118
Tiger Global Management
Tiger Global Management
New York
$710M +$34.4M 1 2.19% Increased
119
Cohen & Steers
Cohen & Steers
New York
$709M -$109M 9 1.28% Reduced
120
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$693M -$27.5M 11 1.52% Reduced
121
Bridgewater Associates
Bridgewater Associates
Connecticut
$686M -$236M 23 2.69% Reduced
122
Scotia Capital
Scotia Capital
Ontario, Canada
$680M +$1.87M 12 2.89% Increased
123
Allspring Global Investments
Allspring Global Investments
North Carolina
$671M +$30.8M 16 1.08% Increased
124
Davenport & Co
Davenport & Co
Virginia
$668M -$23.1M 17 3.56% Reduced
125
Prudential Financial
Prudential Financial
New Jersey
$656M -$16.7M 20 0.78% Reduced