← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$523M +$2.33M 21 0.54% Increased
127
Adage Capital Partners
Adage Capital Partners
Massachusetts
$523M -$70.7M 11 0.92% Reduced
128
Brown Advisory
Brown Advisory
Maryland
$507M +$111M 13 0.64% Increased
129
MFS
Mirabella Financial Services
United Kingdom
$507M +$159M 6 28.03% Increased
130
SCM
Steadfast Capital Management
New York
$502M +$127M 4 11.15% Increased
131
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$492M -$13.4M 16 0.94% Reduced
132
Point72 Asset Management
Point72 Asset Management
Connecticut
$491M -$220M 10 1.25% Reduced
133
Stifel Financial
Stifel Financial
Missouri
$489M +$1.24M 27 0.51% Increased
134
Scotia Capital
Scotia Capital
Ontario, Canada
$478M +$16.5M 10 2.56% Increased
135
Baird Financial Group
Baird Financial Group
Wisconsin
$478M +$42.8M 15 0.93% Increased
136
Viking Global Investors
Viking Global Investors
Connecticut
$476M -$116M 2 1.74% Reduced
137
Markel Group
Markel Group
Virginia
$463M $0 1 4.17% Maintained
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$451M -$60.2M 8 0.9% Reduced
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$441M -$14.9M 12 0.91% Reduced
140
AQR Capital Management
AQR Capital Management
Connecticut
$440M +$58.6M 21 0.61% Increased
141
Prudential Financial
Prudential Financial
New Jersey
$430M -$39.4M 20 0.61% Reduced
142
Natixis Advisors
Natixis Advisors
Massachusetts
$417M +$43.3M 16 0.81% Increased
143
Two Sigma Investments
Two Sigma Investments
New York
$415M +$155M 19 0.91% Increased
144
Munro Partners
Munro Partners
Australia
$414M -$19.6M 4 15.06% Reduced
145
Macquarie Group
Macquarie Group
Australia
$409M +$41.9M 16 0.44% Increased
146
Merewether Investment Management
Merewether Investment Management
Texas
$391M -$75.4M 5 18.04% Reduced
147
Nordea Investment Management
Nordea Investment Management
Sweden
$383M +$46.5M 9 0.44% Increased
148
Panagora Asset Management
Panagora Asset Management
Massachusetts
$382M +$72.1M 10 1.83% Increased
149
ZP
Zimmer Partners
New York
$376M +$17.4M 6 6.87% Increased
150
Aristotle Capital Management
Aristotle Capital Management
California
$374M +$93M 2 0.68% Increased