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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
Temasek Holdings
Temasek Holdings
Singapore
$603M +$141M 6 1.98% Increased
152
Davenport & Co
Davenport & Co
Virginia
$602M +$35.2M 14 3.27% Increased
153
Voloridge Investment Management
Voloridge Investment Management
Florida
$593M +$170M 13 2.38% Increased
154
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$589M +$51.7M 36 0.63% Increased
155
Bessemer Group
Bessemer Group
New Jersey
$582M +$38.9M 25 0.91% Increased
156
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$572M -$7.26M 36 0.33% Reduced
157
Tidal Investments
Tidal Investments
Wisconsin
$570M +$108M 29 1.2% Increased
158
SG Americas Securities
SG Americas Securities
New York
$565M -$60.6M 26 0.61% Reduced
159
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$562M +$334K 7 1.83% Increased
160
Renaissance Technologies
Renaissance Technologies
New York
$561M -$119M 17 0.88% Reduced
161
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$556M +$547M 26 1.61% New
162
Jones Financial Companies
Jones Financial Companies
Missouri
$549M +$421M 38 0.26% Increased
163
HighTower Advisors
HighTower Advisors
Illinois
$545M +$11.5M 32 0.58% Increased
164
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$544M +$19.1M 10 0.87% Increased
165
KeyBank National Association
KeyBank National Association
Ohio
$543M -$49.9M 14 1.98% Reduced
166
Aberdeen Group
Aberdeen Group
United Kingdom
$531M +$22.7M 13 0.86% Increased
167
Markel Group
Markel Group
Virginia
$529M $0 1 4.43% Maintained
168
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$529M -$11.1M 26 0.59% Reduced
169
Truist Financial
Truist Financial
North Carolina
$524M -$2.67M 22 0.71% Reduced
170
CI Investments Inc
CI Investments Inc
Ontario, Canada
$514M -$114M 12 2.49% Reduced
171
Quantinno Capital Management
Quantinno Capital Management
New York
$508M +$107M 26 0.85% Increased
172
Sachem Head Capital Management
Sachem Head Capital Management
New York
$494M +$193M 1 11.9% Increased
173
Empower Advisory Group
Empower Advisory Group
Colorado
$485M +$90.6M 8 1.26% Increased
174
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$485M +$167M 30 1.05% Increased
175
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$480M +$145M 2 3.11% Increased