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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	Morgan Stanley New York	$1.67B	+$255M	28	0.22%	Increased
27	Capital World Investors Los Angeles, California	$1.63B	+$235M	4	0.28%	Increased
28	Fidelity International Hamilton, Bermuda	$1.59B	-$251M	5	1.71%	Reduced
29	1832 Asset Management Toronto, Ontario, Canada	$1.49B	+$104M	6	2.88%	Increased
30	California Public Employees Retirement System Sacramento, California	$1.47B	+$17.3M	12	1.1%	Increased
31	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.33B	-$77.1M	12	1.85%	Reduced
32	Pictet Asset Management (UK) London, United Kingdom	$1.3B	-$89.8M	14	1.42%	Reduced
33	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.26B	-$31M	4	5.88%	Reduced
34	Goldman Sachs New York	$1.22B	+$299M	20	0.27%	Increased
35	Bank of Nova Scotia Toronto, Ontario, Canada	$1.22B	-$51.3M	12	2.24%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.19B	+$67.4M	21	0.58%	Increased
37	Charles Schwab San Francisco, California	$1.1B	+$30.3M	14	0.36%	Increased
38	Wells Fargo San Francisco, California	$1.09B	-$48.4M	28	0.24%	Reduced
39	CIBC Asset Management Toronto, Ontario, Canada	$1.09B	-$84.5M	14	4.4%	Reduced
40	Nuveen Charlotte, North Carolina	$1.06B	+$3.4M	15	0.32%	Increased
41	Boston Partners Boston, Massachusetts	$1.05B	-$6.3M	8	1.34%	Reduced
42	First Manhattan New York	$951M	-$37.7M	15	3.47%	Reduced
43	Swiss National Bank Zurich, Switzerland	$908M	-$146M	14	0.56%	Reduced
44	Beutel, Goodman & Co Toronto, Ontario, Canada	$902M	+$23.4M	3	5.36%	Increased
45	Neuberger Berman Group New York	$883M	-$108M	11	0.77%	Reduced
46	ZP Zimmer Partners New York	$871M	-$98M	6	11.72%	Reduced
47	Federated Hermes Pittsburgh, Pennsylvania	$869M	+$2.04M	10	1.62%	Increased
48	Oaktree Capital Management Los Angeles, California	$860M	+$80.5M	2	11.55%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$850M	-$71.5M	9	0.5%	Reduced
50	Third Point New York	$833M	-$10.7M	1	4.88%	Reduced