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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
Allianz Asset Management
Allianz Asset Management
Germany
$252M +$595K 12 0.39% Increased
152
L1 Capital
L1 Capital
Australia
$251M +$10.6M 1 20.86% Increased
153
Swedbank
Swedbank
Sweden
$251M -$59.9M 4 0.35% Reduced
154
Natixis Advisors
Natixis Advisors
Massachusetts
$251M +$9.19M 16 0.58% Increased
155
Artemis Investment Management
Artemis Investment Management
United Kingdom
$251M -$110M 5 3.16% Reduced
156
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$250M +$235M 1 16.89% New
157
AQR Capital Management
AQR Capital Management
Connecticut
$241M -$13.3M 13 0.41% Reduced
158
VanEck Associates
VanEck Associates
New York
$237M +$51.2M 18 0.36% Increased
159
Canada Life
Canada Life
Manitoba, Canada
$235M +$6.58M 14 0.47% Increased
160
DFO
Duquesne Family Office
New York
$232M -$3.98M 4 5.3% Reduced
161
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$232M +$31.3M 13 2.35% Increased
162
Merewether Investment Management
Merewether Investment Management
Texas
$229M +$9.52M 3 12.2% Increased
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$226M +$4.33M 11 0.87% Increased
164
Snyder Capital Management
Snyder Capital Management
California
$224M -$22.7M 1 4.79% Reduced
165
UniSuper Management
UniSuper Management
Australia
$224M -$27M 10 2.14% Reduced
166
Aberdeen Group
Aberdeen Group
United Kingdom
$223M -$2.52M 8 0.44% Reduced
167
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$223M -$73.7M 31 0.04% Reduced
168
Aristotle Capital Management
Aristotle Capital Management
California
$222M -$233M 2 0.41% Reduced
169
SEI Investments
SEI Investments
Pennsylvania
$221M -$15.2M 15 0.32% Reduced
170
Squarepoint
Squarepoint
New York
$215M +$94.1M 24 0.37% Increased
171
Scharf Investments
Scharf Investments
California
$206M -$7.58M 1 5.58% Reduced
172
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$206M -$7.07M 14 0.54% Reduced
173
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$198M -$1.41M 26 0.14% Reduced
174
Truist Financial
Truist Financial
North Carolina
$198M +$2.35M 15 0.3% Increased
175
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$197M -$22.8M 3 0.64% Reduced