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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$473M	-$22.9M	9	1%	Reduced
52	BlackRock Investment Management Wilmington, Delaware	$472M	-$51M	13	0.69%	Reduced
53	1832 Asset Management Toronto, Ontario, Canada	$468M	+$11.8M	7	1.61%	Increased
54	Manning & Napier Advisors Fairport, New York	$468M	+$21.9M	2	1.93%	Increased
55	Evercore Trust Company New York	$461M	-$14.2M	1	1.66%	Reduced
56	Swiss National Bank Zurich, Switzerland	$458M	-$4.84M	12	1.8%	Reduced
57	American Century Companies Kansas City, Missouri	$455M	+$88.3M	9	0.54%	Increased
58	UBS Zurich, Switzerland	$446M	+$214M	23	0.4%	Increased
59	Canada Life Winnipeg, Manitoba, Canada	$437M	-$16.6M	14	1.54%	Reduced
60	Nordea Investment Management Stockholm, Sweden	$414M	+$8.16M	7	1.93%	Increased
61	BNP Paribas Financial Markets Paris, France	$414M	+$52M	15	0.32%	Increased
62	Charles Schwab San Francisco, California	$406M	-$13.8M	12	0.73%	Reduced
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$393M	+$61.2M	17	0.63%	Increased
64	Guggenheim Capital Chicago, Illinois	$387M	+$40M	13	1.1%	Increased
65	Mackenzie Financial Toronto Ontario, Ontario, Canada	$383M	+$795K	6	1.88%	Increased
66	AL AJO LP Philadelphia, Pennsylvania	$380M	+$32M	5	1.66%	Increased
67	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$379M	-$34.7M	9	2.77%	Reduced
68	Dimensional Fund Advisors Austin, Texas	$376M	-$5.41M	14	0.28%	Reduced
69	Capital International Investors Los Angeles, California	$372M	-$5.75M	2	1%	Reduced
70	BlackRock New York	$372M	+$4.35M	11	0.6%	Increased
71	MCM Mason Capital Management New York	$358M	-$37.1M	1	7.96%	Reduced
72	Beutel, Goodman & Co Toronto, Ontario, Canada	$356M	-$6.44M	1	2.74%	Reduced
73	Carmignac Gestion Paris, France	$355M	+$356M	1	2.6%	New
74	Allianz Asset Management Munich, Germany	$351M	-$84.8M	11	0.42%	Reduced
75	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$348M	+$99.8M	9	2.23%	Increased