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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	Norges Bank Oslo, Norway	$1.76B	-$143M	10	0.39%	Reduced
27	Capital World Investors Los Angeles, California	$1.7B	+$12.8M	4	0.29%	Increased
28	1832 Asset Management Toronto, Ontario, Canada	$1.58B	+$56.3M	8	2.96%	Increased
29	California Public Employees Retirement System Sacramento, California	$1.49B	+$17.6M	9	1.11%	Increased
30	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.38B	-$15.2M	14	1.96%	Reduced
31	Bank of Nova Scotia Toronto, Ontario, Canada	$1.33B	+$52.8M	11	2.33%	Increased
32	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.3B	-$17.8M	3	6.33%	Reduced
33	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.27B	+$1.32B	14	1.4%	New
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.22B	+$35M	18	0.58%	Increased
35	CIBC Asset Management Toronto, Ontario, Canada	$1.14B	+$15.2M	14	4.6%	Increased
36	Wells Fargo San Francisco, California	$1.12B	+$25.3M	28	0.25%	Increased
37	Charles Schwab San Francisco, California	$1.11B	+$19.9M	14	0.36%	Increased
38	Goldman Sachs New York	$1.1B	-$139M	20	0.23%	Reduced
39	Boston Partners Boston, Massachusetts	$1.02B	-$21.2M	7	1.29%	Reduced
40	First Manhattan New York	$952M	-$42M	15	3.51%	Reduced
41	Ameriprise Minneapolis, Minnesota	$909M	+$175M	14	0.29%	Increased
42	Viking Global Investors Stamford, Connecticut	$909M	+$696M	1	2.49%	Increased
43	Nuveen Charlotte, North Carolina	$901M	-$171M	15	0.28%	Reduced
44	Swiss National Bank Zurich, Switzerland	$884M	-$25.6M	14	0.56%	Reduced
45	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$860M	+$171M	11	1.86%	Increased
46	Federated Hermes Pittsburgh, Pennsylvania	$852M	-$26.4M	10	1.62%	Reduced
47	Neuberger Berman Group New York	$835M	-$61.9M	11	0.73%	Reduced
48	EdgePoint Investment Group Toronto, Ontario, Canada	$831M	+$153M	2	6.43%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$815M	-$44.3M	9	0.51%	Reduced
50	CIBC World Market Toronto, Ontario, Canada	$814M	+$23.7M	11	2.67%	Increased