← All themes

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
176
Sachem Head Capital Management
Sachem Head Capital Management
New York
$526M -$65.1M 1 10.92% Reduced
177
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$526M +$10.2M 17 1.41% Increased
178
AKRE Capital Management
AKRE Capital Management
Virginia
$516M -$219M 1 10.08% Reduced
179
Man Group
Man Group
United Kingdom
$509M -$174M 20 0.81% Reduced
180
KeyBank National Association
KeyBank National Association
Ohio
$507M -$17.9M 16 1.67% Reduced
181
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$498M -$125M 4 1.43% Reduced
182
Primecap Management
Primecap Management
California
$497M -$16.4M 3 0.29% Reduced
183
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$494M +$71.2M 15 0.74% Increased
184
Bridgewater Associates
Bridgewater Associates
Connecticut
$490M -$281M 17 2.01% Reduced
185
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$488M +$89.9M 3 17.11% Increased
186
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$484M +$24.4M 14 1.25% Increased
187
Osaic Holdings
Osaic Holdings
Arizona
$483M +$51.8M 46 0.57% Increased
188
Fundsmith LLP
Fundsmith LLP
United Kingdom
$481M +$418M 1 3.53% New
189
Life Cycle Investment Partners
Life Cycle Investment Partners
$476M +$406M 5 2.22% Increased
190
Merewether Investment Management
Merewether Investment Management
Texas
$476M +$131M 5 8.96% Increased
191
Chevy Chase Trust
Chevy Chase Trust
Maryland
$474M -$2.48M 10 1.22% Reduced
192
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$469M +$35.4M 26 2.14% Increased
193
London Company of Virginia
London Company of Virginia
Virginia
$467M -$7.11M 1 2.66% Reduced
194
Renaissance Technologies
Renaissance Technologies
New York
$465M -$94.5M 15 0.64% Reduced
195
Danske Bank
Danske Bank
Denmark
$457M -$3.98M 17 0.9% Reduced
196
Empower Advisory Group
Empower Advisory Group
Colorado
$448M -$37.7M 9 1.07% Reduced
197
DnB Asset Management
DnB Asset Management
Norway
$447M -$13.9M 19 1.25% Reduced
198
Creative Planning
Creative Planning
Kansas
$446M +$40.9M 30 0.26% Increased
199
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$446M -$4.95M 29 0.56% Reduced
200
Canada Life
Canada Life
Manitoba, Canada
$444M +$19.6M 14 0.71% Increased