← 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
Verition Fund Management
Verition Fund Management
Connecticut
$320M +$53.6M 25 1.27% Increased
177
Aviva
Aviva
United Kingdom
$317M -$31.6M 10 0.82% Reduced
178
Voloridge Investment Management
Voloridge Investment Management
Florida
$313M +$12.4M 9 1.11% Increased
179
SSP
Sixth Street Partners
Texas
$312M $0 2 40.11% Maintained
180
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$311M -$36.5M 3 0.98% Reduced
181
Swedbank
Swedbank
Sweden
$308M -$65.4M 5 0.38% Reduced
182
Artisan Partners
Artisan Partners
Wisconsin
$307M +$77.9M 2 0.46% Increased
183
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$307M +$673K 9 2.05% Increased
184
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$301M -$8.67M 29 0.2% Reduced
185
Magellan Asset Management
Magellan Asset Management
Australia
$298M -$33.7M 5 3.27% Reduced
186
MAC
Monarch Alternative Capital
New York
$292M $0 1 50.14% Maintained
187
Capital Group Private Client Services
Capital Group Private Client Services
California
$288M +$10.8M 5 2.65% Increased
188
Man Group
Man Group
United Kingdom
$285M -$437K 14 0.75% Reduced
189
Canada Life
Canada Life
Manitoba, Canada
$284M -$18.1M 14 0.49% Reduced
190
Allianz Asset Management
Allianz Asset Management
Germany
$277M -$69.7M 11 0.37% Reduced
191
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$276M +$18.8M 26 0.4% Increased
192
Squarepoint
Squarepoint
New York
$275M -$29.3M 25 0.27% Reduced
193
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$274M -$21.1M 5 5.46% Reduced
194
Eventide Asset Management
Eventide Asset Management
Massachusetts
$273M +$128M 6 4.98% Increased
195
Confluence Investment Management
Confluence Investment Management
Missouri
$273M -$3.77M 7 3.78% Reduced
196
L1 Capital
L1 Capital
Australia
$260M -$25M 1 22.23% Reduced
197
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$253M +$12.4M 3 1.12% Increased
198
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$251M +$49.7M 29 0.46% Increased
199
Chevy Chase Trust
Chevy Chase Trust
Maryland
$249M -$4.85M 9 0.76% Reduced
200
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$248M +$52.2M 13 0.62% Increased