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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
201
Temasek Holdings
Temasek Holdings
Singapore
$351M -$13.3M 2 1.11% Reduced
202
DCM
DME Capital Management
New York
$345M +$24.3M 2 12.12% Increased
203
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$340M -$29.4M 11 1.32% Reduced
204
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$335M -$9.86M 2 0.28% Reduced
205
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$331M +$265M 2 3.42% Increased
206
Quadrature Capital
Quadrature Capital
United Kingdom
$324M +$304M 17 3.31% Increased
207
L1 Capital
L1 Capital
Australia
$316M -$12.9M 2 16.48% Reduced
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$316M -$25.8M 17 1.01% Reduced
209
GFA
Gallagher Fiduciary Advisors
Illinois
$313M -$9.98M 3 10.13% Reduced
210
DnB Asset Management
DnB Asset Management
Norway
$311M +$31.7M 15 1.08% Increased
211
Gabelli Funds
Gabelli Funds
New York
$311M -$1.3M 16 2.1% Reduced
212
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$310M +$16.9M 15 1.64% Increased
213
Nomura Asset Management
Nomura Asset Management
Japan
$308M +$7.14M 15 0.78% Increased
214
AssetMark Inc
AssetMark Inc
California
$307M -$69.1M 28 0.63% Reduced
215
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$306M -$10.7M 6 4.93% Reduced
216
Sapient Capital
Sapient Capital
Indiana
$305M -$4.72M 8 4.28% Reduced
217
Danske Bank
Danske Bank
Denmark
$305M +$23M 19 0.71% Increased
218
Creative Planning
Creative Planning
Kansas
$304M +$38.9M 29 0.22% Increased
219
ProShare Advisors
ProShare Advisors
Maryland
$304M +$60.4M 21 0.54% Increased
220
NewEdge Advisors
NewEdge Advisors
Louisiana
$303M +$145M 33 1.1% Increased
221
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$301M +$9.72M 27 0.69% Increased
222
STRS Ohio
STRS Ohio
Ohio
$301M -$22.5M 19 1.12% Reduced
223
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$295M -$1.81M 20 0.92% Reduced
224
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$294M +$1.42M 12 2.28% Increased
225
Congress Asset Management
Congress Asset Management
Massachusetts
$294M +$101M 6 2.07% Increased