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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
176
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$129M +$331K 7 1.49% Increased
177
MBA
Maple-Brown Abbott
Australia
$123M +$22.2M 1 9.79% Increased
178
Pendal Group
Pendal Group
Australia
$123M +$9.8M 1 1.66% Increased
179
KI
Koch Industries
Kansas
$122M $0 1 95.32% Maintained
180
STRS Ohio
STRS Ohio
Ohio
$117M +$28M 9 0.51% Increased
181
Victory Capital Management
Victory Capital Management
Texas
$117M +$9.99M 9 0.24% Increased
182
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$117M -$13.9M 12 0.57% Reduced
183
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$116M +$920K 3 1.99% Increased
184
Confluence Investment Management
Confluence Investment Management
Missouri
$114M +$16.4M 2 1.94% Increased
185
KGI
Kopernik Global Investors
Florida
$113M -$7.97M 1 21.04% Reduced
186
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$112M +$42.3M 10 0.7% Increased
187
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$110M -$1.9M 10 0.54% Reduced
188
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$110M +$3.51M 1 1.87% Increased
189
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$109M -$37.6M 10 0.4% Reduced
190
HBK Investments
HBK Investments
Texas
$108M +$5.26M 8 0.86% Increased
191
Aviva
Aviva
United Kingdom
$108M +$2.28M 10 0.59% Increased
192
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$105M -$4.13M 7 6.63% Reduced
193
Korea Investment Corp
Korea Investment Corp
South Korea
$104M -$7.75M 10 0.48% Reduced
194
Squarepoint
Squarepoint
New York
$103M +$47.9M 10 1.23% Increased
195
Ariel Investments
Ariel Investments
Illinois
$102M +$2.16M 2 1.12% Increased
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$101M -$8.57M 8 0.48% Reduced
197
Castle Hook Partners
Castle Hook Partners
New York
$98.1M +$15.5M 3 2.84% Increased
198
ACG
Anchorage Capital Group
New York
$97.1M -$6.01M 1 0.66% Reduced
199
Aberdeen Group
Aberdeen Group
United Kingdom
$96.2M -$33.8M 8 0.18% Reduced
200
GAMCO Investors
GAMCO Investors
Connecticut
$95.9M -$2.17M 2 0.65% Reduced