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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
CC
Carlson Capital
Texas
$154M +$40M 5 2.65% Increased
152
Panagora Asset Management
Panagora Asset Management
Massachusetts
$152M -$6.87M 12 0.6% Reduced
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$152M -$8.04M 9 0.6% Reduced
154
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$150M +$2.68M 8 0.78% Increased
155
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$150M +$11.2M 1 0.77% Increased
156
Aberdeen Group
Aberdeen Group
United Kingdom
$149M +$146M 8 0.27% New
157
USAA
United Services Automobile Association
Texas
$148M +$1.57M 8 0.43% Increased
158
TimesSquare Capital Management
TimesSquare Capital Management
New York
$146M -$13.3M 1 0.98% Reduced
159
National Pension Service
National Pension Service
South Korea
$146M +$5.82M 6 0.8% Increased
160
Victory Capital Management
Victory Capital Management
Texas
$145M -$4.61M 8 0.33% Reduced
161
PGGM Investments
PGGM Investments
Netherlands
$142M -$134M 6 0.7% Reduced
162
Primecap Management
Primecap Management
California
$141M -$2.3M 2 0.12% Reduced
163
MIS
Morningstar Investment Services
Illinois
$141M -$422K 4 3.08% Reduced
164
Aviva
Aviva
United Kingdom
$140M -$561K 9 0.76% Reduced
165
Axa
Axa
France
$139M -$8.7M 7 0.6% Reduced
166
Brown Advisory
Brown Advisory
Maryland
$136M +$103M 7 0.45% Increased
167
SEI Investments
SEI Investments
Pennsylvania
$135M -$8.49M 13 0.48% Reduced
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$130M +$2.94M 10 0.67% Increased
169
MAMU
Marathon Asset Management (UK)
United Kingdom
$130M +$23.6M 1 2.13% Increased
170
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$129M +$4.64M 11 0.55% Increased
171
NFA
Nationwide Fund Advisors
Ohio
$126M -$9.33M 10 0.49% Reduced
172
Pendal Group
Pendal Group
Australia
$124M +$26.2M 2 1.61% Increased
173
SCM
Scopia Capital Management
New York
$121M +$2.37M 1 1.91% Increased
174
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$121M -$59.1M 3 1.13% Reduced
175
CIBC World Markets
CIBC World Markets
New York
$121M -$6.01M 7 1.16% Reduced