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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	$1.88B	-$71.6M	10	0.39%	Reduced
27	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.83B	-$283M	20	1.12%	Reduced
28	1832 Asset Management Toronto, Ontario, Canada	$1.76B	+$19.2M	6	3.12%	Increased
29	Goldman Sachs New York	$1.75B	+$529M	24	0.35%	Increased
30	California Public Employees Retirement System Sacramento, California	$1.55B	-$80.1M	9	1.04%	Reduced
31	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.47B	+$75M	16	1.47%	Increased
32	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.47B	-$84.7M	12	1.97%	Reduced
33	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.41B	-$41.6M	4	6.56%	Reduced
34	Bank of Nova Scotia Toronto, Ontario, Canada	$1.4B	-$79.8M	10	1.95%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.31B	-$51.4M	18	0.59%	Reduced
36	Charles Schwab San Francisco, California	$1.27B	+$43.5M	15	0.38%	Increased
37	CIBC Asset Management Toronto, Ontario, Canada	$1.26B	-$18.7M	15	4.6%	Reduced
38	Boston Partners Boston, Massachusetts	$1.12B	+$56.2M	6	1.35%	Increased
39	Ameriprise Minneapolis, Minnesota	$1.12B	+$97M	15	0.31%	Increased
40	First Manhattan New York	$1.07B	-$575K	14	3.52%	Reduced
41	Viking Global Investors Stamford, Connecticut	$1.06B	+$36.2M	1	3.06%	Increased
42	Nuveen Charlotte, North Carolina	$1.06B	+$53.6M	15	0.31%	Increased
43	Wells Fargo San Francisco, California	$1.03B	-$194M	29	0.26%	Reduced
44	Oaktree Capital Management Los Angeles, California	$1.02B	-$20.9M	2	11.19%	Reduced
45	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$999M	+$70.1M	11	2.06%	Increased
46	Federated Hermes Pittsburgh, Pennsylvania	$959M	+$25.3M	9	1.78%	Increased
47	Third Point New York	$935M	-$57.8M	1	6.52%	Reduced
48	Swiss National Bank Zurich, Switzerland	$931M	-$43.9M	16	0.56%	Reduced
49	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$927M	+$85.9M	16	1.24%	Increased
50	Neuberger Berman Group New York	$918M	-$33.2M	12	0.72%	Reduced