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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
Primecap Management
Primecap Management
California
$480M -$18.8M 3 0.38% Reduced
177
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$479M -$978K 21 0.82% Reduced
178
Driehaus Capital Management
Driehaus Capital Management
Illinois
$477M -$181M 7 3.51% Reduced
179
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$476M +$1.12M 14 1.49% Increased
180
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$474M +$25.1M 7 0.67% Increased
181
Winslow Capital Management
Winslow Capital Management
Minnesota
$466M -$155M 1 1.82% Reduced
182
Squarepoint
Squarepoint
New York
$456M -$486M 22 0.54% Reduced
183
Royal London Asset Management
Royal London Asset Management
United Kingdom
$454M +$14M 11 0.95% Increased
184
Chevy Chase Trust
Chevy Chase Trust
Maryland
$443M -$6.3M 10 1.28% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$436M +$34.6M 14 0.78% Increased
186
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$435M +$224M 19 1.36% Increased
187
L1 Capital
L1 Capital
Australia
$435M +$37.9M 2 17.07% Increased
188
Sessa Capital
Sessa Capital
New York
$432M $0 1 7.84% Maintained
189
London Company of Virginia
London Company of Virginia
Virginia
$429M +$134M 1 2.64% Increased
190
DnB Asset Management
DnB Asset Management
Norway
$426M +$84.4M 17 1.52% Increased
191
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$423M +$375M 3 20.1% Increased
192
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$423M -$14.4M 2 4.6% Reduced
193
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$420M +$14.5M 12 1.32% Increased
194
Aristotle Capital Management
Aristotle Capital Management
California
$418M -$11.7M 3 0.88% Reduced
195
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$418M -$16.2M 31 0.58% Reduced
196
Swedbank
Swedbank
Sweden
$418M +$12.3M 7 0.44% Increased
197
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$415M +$69M 25 2.94% Increased
198
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$414M -$8.04M 13 0.63% Reduced
199
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$413M -$121M 14 0.71% Reduced
200
Danske Bank
Danske Bank
Denmark
$408M +$70.3M 18 0.98% Increased