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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
PointState Capital
PointState Capital
New York
$476M +$378M 4 6.9% Increased
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$472M +$3.4M 17 0.94% Increased
128
Fred Alger Management
Fred Alger Management
New York
$470M +$159M 5 2.67% Increased
129
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$461M -$266M 11 0.77% Reduced
130
Bessemer Group
Bessemer Group
New Jersey
$460M -$297M 19 0.82% Reduced
131
Markel Group
Markel Group
Virginia
$457M $0 1 4.06% Maintained
132
Macquarie Group
Macquarie Group
Australia
$456M +$16.9M 17 0.57% Increased
133
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$453M -$115M 13 1.98% Reduced
134
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$445M +$288M 2 31.32% Increased
135
Nordea Investment Management
Nordea Investment Management
Sweden
$441M +$72.1M 9 0.47% Increased
136
Artisan Partners
Artisan Partners
Wisconsin
$438M +$181M 2 0.71% Increased
137
Natixis Advisors
Natixis Advisors
Massachusetts
$434M -$2.44M 15 0.8% Reduced
138
EQF
Evergreen Quality Fund
Cayman Islands
$431M -$264M 1 16.09% Reduced
139
Merewether Investment Management
Merewether Investment Management
Texas
$429M -$26.2M 6 15.58% Reduced
140
CI Investments Inc
CI Investments Inc
Ontario, Canada
$426M -$124M 15 1.8% Reduced
141
Brown Advisory
Brown Advisory
Maryland
$421M -$83M 15 0.6% Reduced
142
Aristotle Capital Management
Aristotle Capital Management
California
$419M +$86.4M 2 0.84% Increased
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$419M -$57.2M 10 0.88% Reduced
144
Alkeon Capital Management
Alkeon Capital Management
New York
$416M -$91.5M 3 0.87% Reduced
145
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$415M -$16.8M 12 0.96% Reduced
146
Prudential Financial
Prudential Financial
New Jersey
$411M +$129M 17 0.59% Increased
147
SEI Investments
SEI Investments
Pennsylvania
$409M +$42.7M 20 0.53% Increased
148
Squarepoint
Squarepoint
New York
$391M +$115M 27 0.48% Increased
149
Allspring Global Investments
Allspring Global Investments
North Carolina
$361M -$29.9M 13 0.62% Reduced
150
GFA
Gallagher Fiduciary Advisors
Illinois
$358M +$345M 4 11.76% Increased