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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	$428M	-$2.01M	6	2.18%	Reduced
52	Swiss National Bank Zurich, Switzerland	$425M	+$7.41M	12	1.77%	Increased
53	Canada Life Winnipeg, Manitoba, Canada	$423M	+$143M	12	1.67%	Increased
54	California Public Employees Retirement System Sacramento, California	$418M	+$9.61M	14	0.77%	Increased
55	CIBC World Market Toronto, Ontario, Canada	$414M	+$1.17M	6	1.72%	Increased
56	Mackenzie Financial Toronto Ontario, Ontario, Canada	$406M	+$61.7M	7	2.05%	Increased
57	MCM Mason Capital Management New York	$401M	$0	1	7.57%	Maintained
58	Davis Selected Advisers Tucson, Arizona	$397M	+$33.6M	1	1.03%	Increased
59	Charles Schwab San Francisco, California	$394M	+$13.2M	12	0.8%	Increased
60	Barclays London, United Kingdom	$388M	+$209M	16	0.46%	Increased
61	AL AJO LP Philadelphia, Pennsylvania	$376M	-$68.2M	5	1.71%	Reduced
62	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$369M	-$37.8M	3	3.31%	Reduced
63	Duff & Phelps Investment Management Chicago, Illinois	$355M	+$187K	5	6.14%	Increased
64	W.H. Reaves & Co Jersey City, New Jersey	$355M	-$18.9M	5	10.87%	Reduced
65	Russell Frank Company Seattle, Washington	$354M	-$35.2M	16	0.62%	Reduced
66	AllianceBernstein Nashville, Tennessee	$347M	+$12.8M	15	0.34%	Increased
67	American Century Companies Kansas City, Missouri	$343M	+$20.6M	8	0.43%	Increased
68	Allianz Asset Management Munich, Germany	$341M	+$43.2M	11	0.45%	Increased
69	Neuberger Berman Group New York	$334M	+$113M	12	0.37%	Increased
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$330M	+$4.31M	7	0.88%	Increased
71	BlackRock New York	$322M	+$13.6M	11	0.61%	Increased
72	Dimensional Fund Advisors Austin, Texas	$311M	+$11.1M	14	0.27%	Increased
73	Prudential Financial Newark, New Jersey	$308M	+$51.5M	10	0.65%	Increased
74	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$305M	-$3.92M	16	0.51%	Reduced
75	SC Sasco Capital Fairfield, Connecticut	$304M	+$15M	1	5.57%	Increased