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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 World Investors Los Angeles, California	$1.58B	+$158M	4	0.35%	Increased
27	Norges Bank Oslo, Norway	$1.58B	-$23.7M	11	0.42%	Reduced
28	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.48B	-$722K	17	2.2%	Reduced
29	TD Asset Management Toronto, Ontario, Canada	$1.46B	-$60.5M	16	1.83%	Reduced
30	Charles Schwab San Francisco, California	$1.44B	+$94.3M	18	0.52%	Increased
31	California Public Employees Retirement System Sacramento, California	$1.43B	-$18.7M	11	1.32%	Reduced
32	1832 Asset Management Toronto, Ontario, Canada	$1.43B	+$33.8M	9	2.66%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.29B	+$37.4M	20	0.78%	Increased
34	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.24B	+$11.1M	19	0.86%	Increased
35	Nuveen Charlotte, North Carolina	$1.13B	+$5.27M	17	0.46%	Increased
36	Swiss National Bank Zurich, Switzerland	$1.11B	-$3.58M	18	0.8%	Reduced
37	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.08B	+$912M	10	1.83%	Increased
38	Boston Partners Boston, Massachusetts	$1.07B	+$39.2M	6	1.56%	Increased
39	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.06B	-$7.76M	16	1.82%	Reduced
40	Dimensional Fund Advisors Austin, Texas	$953M	+$38.8M	21	0.37%	Increased
41	CIBC Asset Management Toronto, Ontario, Canada	$923M	-$68.1M	16	4.05%	Reduced
42	Bank of Nova Scotia Toronto, Ontario, Canada	$910M	-$49.1M	15	2.89%	Reduced
43	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$900M	-$84.8M	11	2.52%	Reduced
44	Wells Fargo San Francisco, California	$896M	-$5.03M	30	0.29%	Reduced
45	UBS AM Chicago, Illinois	$894M	-$616K	14	0.5%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$891M	+$15.1M	10	0.73%	Increased
47	Jennison Associates New York	$847M	+$92M	8	0.84%	Increased
48	Oaktree Capital Management Los Angeles, California	$843M	-$49.8M	2	9.25%	Reduced
49	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$836M	-$21.4M	4	5.8%	Reduced
50	Third Point New York	$793M	-$23.4M	1	14.32%	Reduced