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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
Two Sigma Investments
Two Sigma Investments
New York
$355M -$59.3M 22 0.76% Reduced
152
Truist Financial
Truist Financial
North Carolina
$348M +$5.44M 18 0.56% Increased
153
Boston Partners
Boston Partners
Massachusetts
$348M -$382M 7 0.42% Reduced
154
Sachem Head Capital Management
Sachem Head Capital Management
New York
$346M +$179M 1 13.89% Increased
155
Man Group
Man Group
United Kingdom
$344M +$62.5M 14 0.87% Increased
156
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$340M +$6.4M 20 0.88% Increased
157
Aviva
Aviva
United Kingdom
$339M +$42.6M 10 0.82% Increased
158
AGF Management
AGF Management
Ontario, Canada
$338M -$269M 8 1.78% Reduced
159
Balyasny Asset Management
Balyasny Asset Management
Illinois
$335M -$159M 23 0.55% Reduced
160
Aberdeen Group
Aberdeen Group
United Kingdom
$334M +$11.2M 9 0.65% Increased
161
HighTower Advisors
HighTower Advisors
Illinois
$331M -$20.9M 24 0.45% Reduced
162
Panagora Asset Management
Panagora Asset Management
Massachusetts
$329M -$85.8M 11 1.64% Reduced
163
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$327M +$13.8M 22 0.65% Increased
164
Tiger Global Management
Tiger Global Management
New York
$322M +$303M 1 1.21% Increased
165
Sessa Capital
Sessa Capital
New York
$321M +$310M 1 12.52% New
166
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$318M -$11.7M 3 1.13% Reduced
167
Regents of the University of California
Regents of the University of California
California
$314M +$187M 1 66.98% Increased
168
ECP
Electron Capital Partners
New York
$310M -$196M 4 20.37% Reduced
169
Corient Private Wealth
Corient Private Wealth
Florida
$309M -$26M 20 0.5% Reduced
170
Castle Hook Partners
Castle Hook Partners
New York
$303M -$368M 2 3.14% Reduced
171
AssetMark Inc
AssetMark Inc
California
$300M -$15.3M 21 0.83% Reduced
172
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$299M +$1.83M 33 0.16% Increased
173
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$297M +$21.7M 8 2.03% Increased
174
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$297M +$26.2M 27 0.42% Increased
175
Capital Group Private Client Services
Capital Group Private Client Services
California
$296M +$28.9M 5 2.89% Increased