← 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
Magellan Asset Management
Magellan Asset Management
Australia
$295M -$17.6M 5 3.58% Reduced
177
Westfield Capital Management
Westfield Capital Management
Massachusetts
$295M -$75.9M 5 1.43% Reduced
178
Two Sigma Advisers
Two Sigma Advisers
New York
$294M +$109M 16 0.66% Increased
179
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$291M -$4.71M 27 2.38% Reduced
180
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$289M -$29.1M 3 1.67% Reduced
181
ACG
Aventail Capital Group
New York
$289M +$38.9M 11 14.22% Increased
182
Primecap Management
Primecap Management
California
$287M -$12.9M 2 0.24% Reduced
183
Empower Advisory Group
Empower Advisory Group
Colorado
$285M +$22.6M 5 0.93% Increased
184
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$285M -$155M 2 2.3% Reduced
185
KeyBank National Association
KeyBank National Association
Ohio
$284M -$2.45M 14 1.14% Reduced
186
Voloridge Investment Management
Voloridge Investment Management
Florida
$281M -$20.6M 9 1.04% Reduced
187
Allianz Asset Management
Allianz Asset Management
Germany
$281M +$17.2M 14 0.37% Increased
188
Confluence Investment Management
Confluence Investment Management
Missouri
$280M -$21M 7 4.03% Reduced
189
Canada Life
Canada Life
Manitoba, Canada
$280M +$11.6M 14 0.49% Increased
190
Swedbank
Swedbank
Sweden
$275M +$5.48M 6 0.37% Increased
191
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$272M +$106M 5 4.17% Increased
192
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$270M +$233M 9 2.67% Increased
193
Appaloosa LP
Appaloosa LP
New Jersey
$270M -$59.8M 1 3.22% Reduced
194
Holocene Advisors
Holocene Advisors
New York
$269M -$224M 6 0.79% Reduced
195
SSP
Sixth Street Partners
Texas
$268M +$1.08M 2 35.14% Increased
196
William Blair & Company
William Blair & Company
Illinois
$261M +$127M 14 0.79% Increased
197
Eventide Asset Management
Eventide Asset Management
Massachusetts
$260M -$6.27M 6 5.18% Reduced
198
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$255M +$64.7M 2 0.22% Increased
199
Chevy Chase Trust
Chevy Chase Trust
Maryland
$252M +$9.83M 10 0.81% Increased
200
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$252M +$60.9M 29 0.53% Increased