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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
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$417M +$8.15M 30 2.72% Increased
177
AssetMark Inc
AssetMark Inc
California
$416M -$465K 28 0.89% Reduced
178
Chevy Chase Trust
Chevy Chase Trust
Maryland
$412M -$4.6M 10 1.13% Reduced
179
Empower Advisory Group
Empower Advisory Group
Colorado
$412M +$76.6M 6 1.14% Increased
180
Regents of the University of California
Regents of the University of California
California
$411M $0 1 22.29% Maintained
181
Eventide Asset Management
Eventide Asset Management
Massachusetts
$395M +$26.1M 7 6.5% Increased
182
Canada Life
Canada Life
Manitoba, Canada
$394M +$15.8M 15 0.56% Increased
183
Osaic Holdings
Osaic Holdings
Arizona
$392M +$67.2M 40 0.55% Increased
184
Swedbank
Swedbank
Sweden
$382M -$20.2M 6 0.39% Reduced
185
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$377M +$19.5M 12 1.16% Increased
186
Axiom Investors
Axiom Investors
Connecticut
$374M +$14.2M 3 2.75% Increased
187
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$374M +$114M 7 1.61% Increased
188
Sessa Capital
Sessa Capital
New York
$371M $0 1 8.77% Maintained
189
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$358M -$2.27M 29 0.82% Reduced
190
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$356M -$27.7M 19 0.92% Reduced
191
Marshall Wace
Marshall Wace
United Kingdom
$350M -$180M 16 0.36% Reduced
192
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$350M +$195M 5 1.51% Increased
193
Merewether Investment Management
Merewether Investment Management
Texas
$347M -$294M 5 8.31% Reduced
194
Allianz Asset Management
Allianz Asset Management
Germany
$345M +$83M 14 0.39% Increased
195
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$345M +$16.1M 2 0.26% Increased
196
Sapient Capital
Sapient Capital
Indiana
$345M +$6.65M 9 5.31% Increased
197
Temasek Holdings
Temasek Holdings
Singapore
$344M -$89.6M 2 1.19% Reduced
198
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$343M +$22.1M 26 0.52% Increased
199
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$337M +$61.8M 21 2.87% Increased
200
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$330M +$14.7M 16 1.1% Increased