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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
Macquarie Group
Macquarie Group
Australia
$234M +$106M 12 0.19% Increased
127
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234M +$3.53M 21 2.36% Increased
128
Primecap Management
Primecap Management
California
$227M -$1.04M 2 0.15% Reduced
129
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$224M +$10.8M 1 19.42% Increased
130
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$222M -$8.67M 7 0.46% Reduced
131
VanEck Associates
VanEck Associates
New York
$221M +$36.8M 15 0.52% Increased
132
Stifel Financial
Stifel Financial
Missouri
$220M +$1.46M 12 0.33% Increased
133
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$216M +$44.7M 17 0.29% Increased
134
Abrams Capital Management
Abrams Capital Management
Massachusetts
$215M -$16.8M 1 4.79% Reduced
135
Envestnet Asset Management
Envestnet Asset Management
Illinois
$212M -$5.91M 15 0.12% Reduced
136
Viking Global Investors
Viking Global Investors
Connecticut
$211M +$196M 1 0.64% New
137
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$208M -$1.9M 15 0.19% Reduced
138
ORIO
Old Republic International (ORI)
Illinois
$207M +$45.5M 3 4.01% Increased
139
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$206M -$4.3M 12 0.6% Reduced
140
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$205M -$1.33M 4 4.12% Reduced
141
Canada Life
Canada Life
Manitoba, Canada
$205M -$8.59M 14 0.47% Reduced
142
VOYA Investment Management
VOYA Investment Management
Georgia
$200M -$3.3M 13 0.39% Reduced
143
Epoch Investment Partners
Epoch Investment Partners
New York
$199M -$59.9M 3 1.07% Reduced
144
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$198M -$13.2M 2 1.53% Reduced
145
Korea Investment Corp
Korea Investment Corp
South Korea
$194M -$8.96M 8 0.56% Reduced
146
KGI
Kopernik Global Investors
Florida
$194M -$12.2M 2 20.29% Reduced
147
Point72 Asset Management
Point72 Asset Management
Connecticut
$192M +$24.9M 6 0.86% Increased
148
SCM
Steadfast Capital Management
New York
$180M -$86.3M 1 1.66% Reduced
149
ACI
AMP Capital Investors
Australia
$180M -$7.1M 9 0.86% Reduced
150
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$178M +$4.46M 6 0.41% Increased