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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$641M +$20.7M 20 1.14% Increased
127
Adage Capital Partners
Adage Capital Partners
Massachusetts
$638M +$124M 8 0.97% Increased
128
Aviva
Aviva
United Kingdom
$637M +$42.1M 11 1.07% Increased
129
Tiger Global Management
Tiger Global Management
New York
$636M -$111M 1 2.14% Reduced
130
Allspring Global Investments
Allspring Global Investments
North Carolina
$636M -$14.5M 16 1.03% Reduced
131
SG Americas Securities
SG Americas Securities
New York
$634M +$507M 27 0.81% Increased
132
Boston Partners
Boston Partners
Massachusetts
$632M -$16.1M 5 0.65% Reduced
133
Davenport & Co
Davenport & Co
Virginia
$624M -$42.6M 16 3.33% Reduced
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$623M -$7.14M 14 3.16% Reduced
135
PointState Capital
PointState Capital
New York
$617M +$191M 5 9.08% Increased
136
Markel Group
Markel Group
Virginia
$600M -$137 1 4.78% Reduced
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$599M -$17.6M 19 1.06% Reduced
138
CI Investments Inc
CI Investments Inc
Ontario, Canada
$598M +$56.6M 12 2.62% Increased
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$587M +$119M 24 1.31% Increased
140
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$577M +$40.9M 9 6.54% Increased
141
Two Sigma Investments
Two Sigma Investments
New York
$576M -$176M 27 0.81% Reduced
142
Driehaus Capital Management
Driehaus Capital Management
Illinois
$565M -$171M 9 3.84% Reduced
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$559M -$7.45M 6 0.95% Reduced
144
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$550M -$13.4M 15 1.07% Reduced
145
Rockefeller Capital Management
Rockefeller Capital Management
New York
$550M +$99M 33 0.99% Increased
146
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$548M +$101M 6 8.05% Increased
147
Prudential Financial
Prudential Financial
New Jersey
$547M -$116M 19 0.66% Reduced
148
Bessemer Group
Bessemer Group
New Jersey
$539M -$90.6M 24 0.83% Reduced
149
Mariner
Mariner
Kansas
$514M +$32.4M 29 0.61% Increased
150
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$513M +$144M 21 0.59% Increased