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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
Aviva
Aviva
United Kingdom
$517M +$83M 10 1.07% Increased
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$516M +$112M 22 0.78% Increased
153
Macquarie Group
Macquarie Group
Australia
$503M +$6.58M 17 0.62% Increased
154
Marshall Wace
Marshall Wace
United Kingdom
$497M -$102M 18 0.56% Reduced
155
Atlas Infrastructure Partners
Atlas Infrastructure Partners
United Kingdom
$459M +$60.6M 3 32.68% Increased
156
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$455M -$114M 8 0.97% Reduced
157
KeyBank National Association
KeyBank National Association
Ohio
$446M -$30.7M 14 1.66% Reduced
158
Capital Group Private Client Services
Capital Group Private Client Services
California
$437M -$7.26M 5 3.79% Reduced
159
Aristotle Capital Management
Aristotle Capital Management
California
$437M -$125M 2 0.84% Reduced
160
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$435M +$64.3M 31 0.78% Increased
161
Primecap Management
Primecap Management
California
$426M -$19.9M 3 0.34% Reduced
162
Aberdeen Group
Aberdeen Group
United Kingdom
$425M +$29.2M 9 0.72% Increased
163
HighTower Advisors
HighTower Advisors
Illinois
$424M +$6.87M 31 0.53% Increased
164
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$416M +$57.1M 1 6.61% Increased
165
AssetMark Inc
AssetMark Inc
California
$407M -$23.4M 26 0.96% Reduced
166
Voloridge Investment Management
Voloridge Investment Management
Florida
$407M -$11.3M 11 1.5% Reduced
167
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$401M -$33.7M 21 0.98% Reduced
168
Corient Private Wealth
Corient Private Wealth
Florida
$401M +$6M 19 0.53% Increased
169
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$400M +$18.2M 28 0.53% Increased
170
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$397M +$101M 6 6.03% Increased
171
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$397M +$98.3M 12 3.48% Increased
172
Mariner
Mariner
Kansas
$395M +$148M 28 0.57% Increased
173
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$390M -$16.1M 23 0.69% Reduced
174
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$389M +$39.1M 5 1.25% Increased
175
Rockefeller Capital Management
Rockefeller Capital Management
New York
$388M +$27.2M 21 0.85% Increased