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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
Korea Investment Corp
Korea Investment Corp
South Korea
$640M -$33.2M 11 1.42% Reduced
127
Stifel Financial
Stifel Financial
Missouri
$638M -$66.8M 30 0.62% Reduced
128
Squarepoint
Squarepoint
New York
$630M +$147M 22 0.65% Increased
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$630M +$28.8M 15 3.33% Increased
130
Brown Advisory
Brown Advisory
Maryland
$622M -$4.37M 16 0.82% Reduced
131
Davenport & Co
Davenport & Co
Virginia
$621M -$4.46M 16 3.38% Reduced
132
Boston Partners
Boston Partners
Massachusetts
$617M +$258M 5 0.69% Increased
133
Scotia Capital
Scotia Capital
Ontario, Canada
$617M +$12.4M 11 2.92% Increased
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$616M +$12.5M 19 1.09% Increased
135
Prudential Financial
Prudential Financial
New Jersey
$610M +$59.4M 20 0.79% Increased
136
William Blair & Company
William Blair & Company
Illinois
$597M +$150M 19 1.66% Increased
137
Man Group
Man Group
United Kingdom
$589M +$159M 14 1.12% Increased
138
Bessemer Group
Bessemer Group
New Jersey
$589M -$21.3M 19 0.96% Reduced
139
Natixis Advisors
Natixis Advisors
Massachusetts
$582M +$39.7M 16 0.92% Increased
140
Tiger Global Management
Tiger Global Management
New York
$581M +$17.7M 1 1.7% Increased
141
Merewether Investment Management
Merewether Investment Management
Texas
$579M -$7.61M 6 16.68% Reduced
142
Driehaus Capital Management
Driehaus Capital Management
Illinois
$578M +$141M 11 4.63% Increased
143
AGF Management
AGF Management
Ontario, Canada
$574M +$62.2M 12 2.61% Increased
144
Allspring Global Investments
Allspring Global Investments
North Carolina
$542M +$49.3M 15 0.91% Increased
145
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$541M +$6.03M 9 6.36% Increased
146
Markel Group
Markel Group
Virginia
$539M $0 1 4.56% Maintained
147
CI Investments Inc
CI Investments Inc
Ontario, Canada
$534M -$13.4M 16 2% Reduced
148
Sachem Head Capital Management
Sachem Head Capital Management
New York
$529M +$12.6M 2 16.5% Increased
149
Energy Income Partners
Energy Income Partners
Connecticut
$528M -$21.8M 8 10.36% Reduced
150
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$524M -$2.61M 12 1.1% Reduced