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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
51	Bank of Nova Scotia Toronto, Ontario, Canada	$420M	+$426M	6	2.14%	New
52	CIBC World Market Toronto, Ontario, Canada	$417M	+$420M	6	1.87%	New
53	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$413M	+$398M	3	3.96%	New
54	California Public Employees Retirement System Sacramento, California	$409M	+$419M	14	0.82%	New
55	ClearBridge Investments New York	$408M	+$418M	9	0.62%	New
56	Russell Frank Company Seattle, Washington	$390M	+$396M	17	0.72%	New
57	W.H. Reaves & Co Jersey City, New Jersey	$382M	+$392M	6	12.08%	New
58	Charles Schwab San Francisco, California	$376M	+$389M	13	0.84%	New
59	SII Silchester International Investors London, United Kingdom	$369M	+$416M	1	33.54%	New
60	MCM Mason Capital Management New York	$357M	+$338M	1	7.13%	New
61	Duff & Phelps Investment Management Chicago, Illinois	$357M	+$369M	5	6.21%	New
62	American Century Companies Kansas City, Missouri	$354M	+$359M	8	0.47%	New
63	Davis Selected Advisers Tucson, Arizona	$349M	+$354M	2	0.89%	New
64	Mackenzie Financial Toronto Ontario, Ontario, Canada	$347M	+$349M	6	1.65%	New
65	Hotchkis & Wiley Capital Management Los Angeles, California	$346M	+$362M	1	1.72%	New
66	AllianceBernstein Nashville, Tennessee	$335M	+$340M	12	0.36%	New
67	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$333M	+$329M	1	2.01%	New
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$328M	+$338M	7	0.92%	New
69	Pzena Investment Management New York	$318M	+$312M	2	2.12%	New
70	Credit Suisse Zurich, Switzerland	$315M	+$325M	13	0.32%	New
71	Janus Henderson Investors US Denver, Colorado	$313M	+$323M	8	0.33%	New
72	BlackRock New York	$311M	+$320M	11	0.62%	New
73	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$307M	+$312M	15	0.58%	New
74	Manning & Napier Advisors Fairport, New York	$300M	+$296M	1	1.6%	New
75	New York State Teachers Retirement System (NYSTRS) Albany, New York	$298M	+$306M	8	0.84%	New