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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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$549M +$192M 35 0.08% Increased
127
Renaissance Technologies
Renaissance Technologies
New York
$546M +$285M 23 0.81% Increased
128
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$546M -$5.89M 23 0.73% Reduced
129
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$546M +$284M 16 0.72% Increased
130
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$542M +$12.2M 9 6.49% Increased
131
Stifel Financial
Stifel Financial
Missouri
$533M +$26.6M 25 0.55% Increased
132
ECP
Electron Capital Partners
New York
$525M -$124M 4 27.33% Reduced
133
Scotia Capital
Scotia Capital
Ontario, Canada
$519M +$21.2M 12 2.73% Increased
134
Holocene Advisors
Holocene Advisors
New York
$512M +$137M 5 1.64% Increased
135
Balyasny Asset Management
Balyasny Asset Management
Illinois
$512M +$241M 20 0.76% Increased
136
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$508M +$39M 11 1.06% Increased
137
AQR Capital Management
AQR Capital Management
Connecticut
$502M +$23.2M 21 0.65% Increased
138
Markel Group
Markel Group
Virginia
$501M $0 1 4.41% Maintained
139
Alkeon Capital Management
Alkeon Capital Management
New York
$497M -$119M 2 1.01% Reduced
140
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$483M -$15.9M 17 0.92% Reduced
141
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$477M +$105M 9 0.38% Increased
142
Merewether Investment Management
Merewether Investment Management
Texas
$474M +$10.7M 6 18.91% Increased
143
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$469M -$189M 1 3.7% Reduced
144
Energy Income Partners
Energy Income Partners
Connecticut
$457M +$113M 8 9.38% Increased
145
Victory Capital Management
Victory Capital Management
Texas
$457M -$165M 16 0.45% Reduced
146
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$444M -$4.36M 12 0.94% Reduced
147
Natixis Advisors
Natixis Advisors
Massachusetts
$444M +$22.9M 15 0.83% Increased
148
Korea Investment Corp
Korea Investment Corp
South Korea
$439M -$139M 10 1.04% Reduced
149
Allspring Global Investments
Allspring Global Investments
North Carolina
$417M +$98.6M 15 0.67% Increased
150
Macquarie Group
Macquarie Group
Australia
$416M +$54.7M 19 0.5% Increased