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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	Managed Account Advisors Jersey City, New Jersey	$453M	-$29M	11	0.61%	Reduced
52	Evercore Trust Company New York	$450M	-$1.17M	1	1.62%	Reduced
53	CIBC World Market Toronto, Ontario, Canada	$449M	+$7.34M	8	1.86%	Increased
54	1832 Asset Management Toronto, Ontario, Canada	$435M	-$18.7M	4	1.67%	Reduced
55	Canada Life Winnipeg, Manitoba, Canada	$431M	-$13.9M	14	1.53%	Reduced
56	Swiss National Bank Zurich, Switzerland	$430M	-$4.9M	12	1.68%	Reduced
57	Allianz Asset Management Munich, Germany	$426M	+$35.2M	11	0.54%	Increased
58	MCM Mason Capital Management New York	$407M	$0	1	7.42%	Maintained
59	Manning & Napier Advisors Fairport, New York	$404M	+$75.4M	1	1.83%	Increased
60	Davis Selected Advisers Tucson, Arizona	$396M	-$16.1M	1	0.97%	Reduced
61	Charles Schwab San Francisco, California	$391M	-$8.72M	12	0.75%	Reduced
62	Suntrust Banks Atlanta, Georgia	$381M	+$90.8M	11	1.48%	Increased
63	Nordea Investment Management Stockholm, Sweden	$379M	+$345M	7	1.89%	Increased
64	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$378M	-$12.3M	9	2.95%	Reduced
65	Dimensional Fund Advisors Austin, Texas	$365M	+$10.1M	14	0.28%	Increased
66	Mackenzie Financial Toronto Ontario, Ontario, Canada	$360M	-$67.6M	6	1.82%	Reduced
67	Capital International Investors Los Angeles, California	$351M	+$150M	2	1.09%	Increased
68	Credit Suisse Zurich, Switzerland	$344M	+$92.5M	17	0.31%	Increased
69	BlackRock New York	$341M	+$14.4M	12	0.56%	Increased
70	American Century Companies Kansas City, Missouri	$339M	+$1.09M	8	0.4%	Increased
71	Jennison Associates New York	$329M	+$21M	4	0.32%	Increased
72	Russell Frank Company Seattle, Washington	$327M	-$43.9M	12	0.6%	Reduced
73	Guggenheim Capital Chicago, Illinois	$322M	+$30.1M	13	0.98%	Increased
74	AL AJO LP Philadelphia, Pennsylvania	$320M	-$60.9M	5	1.4%	Reduced
75	SC Sasco Capital Fairfield, Connecticut	$319M	+$3.87M	1	5.37%	Increased