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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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$233M +$15.5M 4 4.91% Increased
127
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$231M -$64.2M 12 1.66% Reduced
128
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$230M +$71.4M 15 0.8% Increased
129
Primecap Management
Primecap Management
California
$226M +$11.5M 2 0.16% Increased
130
MBA
Maple-Brown Abbott
Australia
$225M +$64M 2 12.62% Increased
131
Two Sigma Advisers
Two Sigma Advisers
New York
$223M -$17M 12 0.61% Reduced
132
Envestnet Asset Management
Envestnet Asset Management
Illinois
$219M +$38.4M 13 0.14% Increased
133
Stifel Financial
Stifel Financial
Missouri
$215M -$56.1M 12 0.35% Reduced
134
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$213M -$5.57M 14 0.21% Reduced
135
Two Sigma Investments
Two Sigma Investments
New York
$213M +$27.1M 7 0.55% Increased
136
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$209M +$67.1M 23 0.03% Increased
137
Canada Life
Canada Life
Manitoba, Canada
$207M -$507M 13 0.5% Reduced
138
VOYA Investment Management
VOYA Investment Management
Georgia
$206M -$15.5M 13 0.42% Reduced
139
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206M -$370K 18 2.27% Reduced
140
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$202M -$30.5M 2 2.01% Reduced
141
OCAM
Owl Creek Asset Management
New York
$200M +$27.7M 2 6.77% Increased
142
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$198M -$21.2M 12 0.66% Reduced
143
Korea Investment Corp
Korea Investment Corp
South Korea
$195M -$6.29M 9 0.62% Reduced
144
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$195M -$12.7M 12 1.74% Reduced
145
VanEck Associates
VanEck Associates
New York
$191M +$73.6M 15 0.52% Increased
146
ACI
AMP Capital Investors
Australia
$187M +$11.1M 9 0.93% Increased
147
Truist Financial
Truist Financial
North Carolina
$185M +$10.8M 11 0.32% Increased
148
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$185M +$14.3M 1 21.18% Increased
149
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$180M +$24.6M 16 0.26% Increased
150
KGI
Kopernik Global Investors
Florida
$180M -$17M 2 20.24% Reduced