← All themes

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
Magellan Asset Management
Magellan Asset Management
Australia
$231M +$160M 4 0.46% Increased
127
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$230M +$14.8M 17 0.33% Increased
128
Envestnet Asset Management
Envestnet Asset Management
Illinois
$229M +$14.8M 15 0.13% Increased
129
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$225M +$17M 18 0.21% Increased
130
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$222M +$9.74M 10 0.62% Increased
131
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$221M +$39.8M 25 0.03% Increased
132
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$218M +$46M 12 5.57% Increased
133
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$217M -$37.3M 4 3.16% Reduced
134
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$215M -$33.8M 1 16.97% Reduced
135
KGI
Kopernik Global Investors
Florida
$212M -$3.21M 2 23.75% Reduced
136
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$211M -$11.9M 7 0.45% Reduced
137
ORIO
Old Republic International (ORI)
Illinois
$195M -$14.7M 3 4.08% Reduced
138
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$194M +$232K 4 4.02% Increased
139
VOYA Investment Management
VOYA Investment Management
Georgia
$193M -$8M 14 0.39% Reduced
140
Jane Street
Jane Street
New York
$193M +$101M 26 0.07% Increased
141
Macquarie Group
Macquarie Group
Australia
$193M -$45.3M 12 0.16% Reduced
142
Epoch Investment Partners
Epoch Investment Partners
New York
$192M -$5.45M 3 1.07% Reduced
143
ACI
AMP Capital Investors
Australia
$187M +$11.2M 9 1.03% Increased
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$185M +$52.8M 9 2.15% Increased
145
Allianz Asset Management
Allianz Asset Management
Germany
$185M +$125M 12 0.14% Increased
146
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$184M +$1.21M 2 2.63% Increased
147
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$183M +$1.92M 6 0.42% Increased
148
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$182M +$8.37M 6 1.39% Increased
149
River Road Asset Management
River Road Asset Management
Kentucky
$180M +$19.7M 3 1.99% Increased
150
AQR Capital Management
AQR Capital Management
Connecticut
$178M -$138M 10 0.33% Reduced