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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
126
Barclays
Barclays
United Kingdom
$183M -$16M 17 0.22% Reduced
127
Putnam Investments
Putnam Investments
Massachusetts
$181M -$7.23M 5 0.41% Reduced
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$168M +$13.4M 6 1.44% Increased
129
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$167M -$64.4M 12 0.77% Reduced
130
Aperio Group
Aperio Group
California
$165M +$28.7M 13 1.51% Increased
131
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$164M -$16.5M 2 1.04% Reduced
132
Markel Group
Markel Group
Virginia
$159M +$802K 1 4.3% Increased
133
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$158M -$54.7M 8 0.44% Reduced
134
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$157M -$37.7M 2 1.72% Reduced
135
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$153M -$7.74M 5 6.11% Reduced
136
GMI
Greystone Managed Investments
Saskatchewan, Canada
$149M -$3.09M 1 5.66% Reduced
137
CI Global Investments
CI Global Investments
California
$148M +$35.4M 1 3.21% Increased
138
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$148M -$25.6M 5 4.64% Reduced
139
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$148M -$6.06M 11 1.2% Reduced
140
BRIM
Broad Run Investment Management
Virginia
$148M +$13.1M 1 7.66% Increased
141
Analytic Investors
Analytic Investors
California
$146M -$77M 5 1.82% Reduced
142
Artisan Partners
Artisan Partners
Wisconsin
$144M -$22.3M 1 0.28% Reduced
143
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$142M +$16.7M 3 0.53% Increased
144
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$138M +$9.03M 8 0.47% Increased
145
TAM
Third Avenue Management
New York
$136M -$8.84M 1 4.41% Reduced
146
RCM
Riverhead Capital Management
Delaware
$136M -$16.9M 10 1.98% Reduced
147
Balyasny Asset Management
Balyasny Asset Management
Illinois
$132M +$103M 4 0.92% Increased
148
Eaton Vance Management
Eaton Vance Management
Massachusetts
$132M +$82.5M 7 0.39% Increased
149
GAMCO Investors
GAMCO Investors
Connecticut
$131M -$4.44M 3 0.86% Reduced
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$131M +$702K 7 0.77% Increased