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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$195M -$1.31M 23 0.17% Reduced
152
Macquarie Group
Macquarie Group
Australia
$195M -$7.63M 11 0.23% Reduced
153
Allspring Global Investments
Allspring Global Investments
North Carolina
$192M -$13.7M 16 0.32% Reduced
154
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$190M +$16.8M 9 0.45% Increased
155
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$189M -$1.19M 17 0.56% Reduced
156
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$188M -$37.6M 4 4.98% Reduced
157
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185M +$16.4M 25 2.04% Increased
158
HighTower Advisors
HighTower Advisors
Illinois
$185M +$4.06M 20 0.4% Increased
159
VanEck Associates
VanEck Associates
New York
$185M +$9.7M 17 0.42% Increased
160
SEI Investments
SEI Investments
Pennsylvania
$185M +$48.8M 14 0.34% Increased
161
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$183M -$87.2M 13 1.91% Reduced
162
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$181M -$34M 3 0.65% Reduced
163
SSM
Sound Shore Management
Connecticut
$181M +$57.9M 2 6.8% Increased
164
AGF Management
AGF Management
Ontario, Canada
$180M +$13.1M 10 1.24% Increased
165
AQR Capital Management
AQR Capital Management
Connecticut
$180M -$20.6M 14 0.4% Reduced
166
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$179M -$28.1M 9 0.77% Reduced
167
Gabelli Funds
Gabelli Funds
New York
$178M +$719K 13 1.35% Increased
168
Snyder Capital Management
Snyder Capital Management
California
$178M +$4.12M 1 3.79% Increased
169
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$174M +$46.3M 5 1.07% Increased
170
Canada Life
Canada Life
Manitoba, Canada
$168M -$2.64M 14 0.42% Reduced
171
Epoch Investment Partners
Epoch Investment Partners
New York
$168M +$56.8M 5 1% Increased
172
Appaloosa LP
Appaloosa LP
New Jersey
$164M -$25M 1 8.67% Reduced
173
Empower Advisory Group
Empower Advisory Group
Colorado
$162M +$158M 3 0.73% New
174
Viking Global Investors
Viking Global Investors
Connecticut
$161M -$62.8M 1 0.75% Reduced
175
ORIO
Old Republic International (ORI)
Illinois
$158M $0 3 5.04% Maintained