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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

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	TD Asset Management Toronto, Ontario, Canada	$1.59B	+$23.9M	12	1.94%	Increased
27	California Public Employees Retirement System Sacramento, California	$1.53B	-$18.5M	15	1.18%	Reduced
28	Morgan Stanley New York	$1.33B	+$168M	27	0.21%	Increased
29	Nuveen Charlotte, North Carolina	$1.27B	-$239M	14	0.43%	Reduced
30	Capital World Investors Los Angeles, California	$1.18B	-$340M	4	0.23%	Reduced
31	Wells Fargo San Francisco, California	$1.17B	+$121M	27	0.28%	Increased
32	Capital International Investors Los Angeles, California	$1.11B	+$276M	3	0.3%	Increased
33	Boston Partners Boston, Massachusetts	$1.09B	+$107M	5	1.69%	Increased
34	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.06B	-$26.6M	4	5.41%	Reduced
35	Third Point New York	$1.06B	$0	1	8.16%	Maintained
36	CIBC Asset Management Toronto, Ontario, Canada	$1.06B	-$77.1M	12	4.97%	Reduced
37	Swiss National Bank Zurich, Switzerland	$1.05B	-$9.02M	12	0.75%	Reduced
38	Charles Schwab San Francisco, California	$1.05B	+$4.09M	12	0.42%	Increased
39	1832 Asset Management Toronto, Ontario, Canada	$1.03B	+$94.2M	9	2.4%	Increased
40	Goldman Sachs New York	$968M	-$210M	18	0.25%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$928M	-$5.22M	19	0.57%	Reduced
42	ZP Zimmer Partners New York	$925M	-$425M	4	13.57%	Reduced
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$912M	-$134M	9	0.59%	Reduced
44	Bank of Nova Scotia Toronto, Ontario, Canada	$909M	-$5.67M	11	1.93%	Reduced
45	Neuberger Berman Group New York	$889M	+$94.8M	12	0.92%	Increased
46	Beutel, Goodman & Co Toronto, Ontario, Canada	$886M	-$23.4M	3	6%	Reduced
47	Federated Hermes Pittsburgh, Pennsylvania	$879M	+$13.5M	11	1.8%	Increased
48	Oaktree Capital Management Los Angeles, California	$876M	$0	2	15.08%	Maintained
49	UBS AM Chicago, Illinois	$874M	+$17.8M	11	0.41%	Increased
50	First Manhattan New York	$863M	-$6.47M	13	4.13%	Reduced