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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
151
Davenport & Co
Davenport & Co
Virginia
$625M +$10.7M 14 3.07% Increased
152
Allianz Asset Management
Allianz Asset Management
Germany
$623M +$213M 14 0.51% Increased
153
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$620M -$14.1M 7 0.41% Reduced
154
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$616M +$17.5M 26 1.53% Increased
155
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$612M +$2.61M 6 0.75% Increased
156
HighTower Advisors
HighTower Advisors
Illinois
$610M +$19.7M 30 0.59% Increased
157
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$610M -$25.3M 9 5.76% Reduced
158
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607M +$51M 11 0.86% Increased
159
Axiom Investors
Axiom Investors
Connecticut
$605M +$133M 3 5.24% Increased
160
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$601M +$367M 13 1.61% Increased
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$587M -$97.5M 22 1.18% Reduced
162
Bessemer Group
Bessemer Group
New Jersey
$578M -$69.6M 25 0.79% Reduced
163
CI Investments Inc
CI Investments Inc
Ontario, Canada
$577M -$2.48M 12 1.85% Reduced
164
Truist Financial
Truist Financial
North Carolina
$577M +$23.1M 22 0.69% Increased
165
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$573M +$145M 16 1.48% Increased
166
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$571M +$10.1M 2 5.23% Increased
167
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$560M +$3.53M 27 0.57% Increased
168
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$559M +$10.3M 32 1.07% Increased
169
Markel Group
Markel Group
Virginia
$557M $0 1 4.24% Maintained
170
Balyasny Asset Management
Balyasny Asset Management
Illinois
$537M -$90.1M 26 0.67% Reduced
171
Congress Asset Management
Congress Asset Management
Massachusetts
$534M +$77.5M 7 3.29% Increased
172
Royal London Asset Management
Royal London Asset Management
United Kingdom
$532M +$26.2M 11 0.98% Increased
173
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$531M +$4.15M 23 0.81% Increased
174
Parnassus Investments
Parnassus Investments
California
$531M +$456M 1 1.42% Increased
175
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$530M -$100M 6 7.38% Reduced