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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	Capital International Investors Los Angeles, California	$1.66B	+$484M	4	0.42%	Increased
27	California Public Employees Retirement System Sacramento, California	$1.49B	-$61.1M	15	1.13%	Reduced
28	Pictet Asset Management (UK) London, United Kingdom	$1.41B	-$213M	13	1.69%	Reduced
29	Morgan Stanley New York	$1.38B	+$18M	28	0.2%	Increased
30	Capital World Investors Los Angeles, California	$1.29B	+$51.1M	4	0.24%	Increased
31	1832 Asset Management Toronto, Ontario, Canada	$1.24B	+$122M	6	2.68%	Increased
32	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.23B	+$379M	13	1.88%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.17B	+$222M	19	0.63%	Increased
34	Wells Fargo San Francisco, California	$1.15B	-$49.4M	27	0.26%	Reduced
35	Bank of Nova Scotia Toronto, Ontario, Canada	$1.12B	+$136M	11	2.2%	Increased
36	Boston Partners Boston, Massachusetts	$1.12B	+$554K	8	1.5%	Increased
37	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.12B	-$23.8M	5	5.52%	Reduced
38	Charles Schwab San Francisco, California	$1.1B	+$35.1M	12	0.4%	Increased
39	Swiss National Bank Zurich, Switzerland	$1.07B	+$5.81M	12	0.71%	Increased
40	CIBC Asset Management Toronto, Ontario, Canada	$1.05B	-$66.5M	14	4.48%	Reduced
41	Nuveen Charlotte, North Carolina	$1.05B	-$194M	13	0.33%	Reduced
42	ZP Zimmer Partners New York	$1.04B	+$149M	6	14.08%	Increased
43	Third Point New York	$971M	-$23.2M	1	6.55%	Reduced
44	Neuberger Berman Group New York	$931M	+$15.5M	12	0.89%	Increased
45	Goldman Sachs New York	$924M	-$55.4M	21	0.23%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$911M	-$18.7M	9	0.57%	Reduced
47	Federated Hermes Pittsburgh, Pennsylvania	$888M	-$2.19M	10	1.72%	Reduced
48	First Manhattan New York	$872M	-$49.1M	12	3.76%	Reduced
49	UBS AM Chicago, Illinois	$863M	-$14.9M	11	0.38%	Reduced
50	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$822M	+$1.41M	7	1.85%	Increased