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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
Munro Partners
Munro Partners
Australia
$417M +$73.8M 6 10.84% Increased
177
WCM Investment Management
WCM Investment Management
California
$417M -$49.9M 6 0.86% Reduced
178
Regents of the University of California
Regents of the University of California
California
$412M $0 1 14.69% Maintained
179
Primecap Management
Primecap Management
California
$409M -$37.6M 3 0.31% Reduced
180
AGF Management
AGF Management
Ontario, Canada
$402M -$123M 14 1.75% Reduced
181
Chevy Chase Trust
Chevy Chase Trust
Maryland
$402M -$2.4M 10 1.09% Reduced
182
Swedbank
Swedbank
Sweden
$401M +$32.2M 7 0.39% Increased
183
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$401M -$9.12M 31 0.53% Reduced
184
Empower Advisory Group
Empower Advisory Group
Colorado
$396M -$478K 7 1.07% Reduced
185
Sessa Capital
Sessa Capital
New York
$395M $0 1 7.38% Maintained
186
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$389M +$147M 20 1.08% Increased
187
ECP
Electron Capital Partners
New York
$387M -$113M 4 17.95% Reduced
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$381M +$80.5M 14 0.64% Increased
189
Sachem Head Capital Management
Sachem Head Capital Management
New York
$375M +$163M 1 8.79% Increased
190
Voloridge Investment Management
Voloridge Investment Management
Florida
$373M -$76.2M 10 1.31% Reduced
191
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$373M +$24.8M 26 0.51% Increased
192
Railway Pension Investments
Railway Pension Investments
United Kingdom
$372M +$101M 2 4.37% Increased
193
Brown Advisory
Brown Advisory
Maryland
$371M -$124M 16 0.52% Reduced
194
Osaic Holdings
Osaic Holdings
Arizona
$362M -$26.3M 44 0.53% Reduced
195
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$362M -$11.6M 12 1.16% Reduced
196
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$361M +$62M 22 2.74% Increased
197
Canada Life
Canada Life
Manitoba, Canada
$360M -$25.6M 14 0.63% Reduced
198
Quantinno Capital Management
Quantinno Capital Management
New York
$357M +$84.6M 24 0.72% Increased
199
Eventide Asset Management
Eventide Asset Management
Massachusetts
$356M -$23M 7 5.57% Reduced
200
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$352M +$11.7M 6 0.5% Increased