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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	$504M	-$10.2M	8	2.06%	Reduced
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$498M	+$1.24M	9	1.02%	Increased
53	CIBC World Market Toronto, Ontario, Canada	$496M	+$146K	7	1.73%	Increased
54	Charles Schwab San Francisco, California	$491M	+$56.7M	10	0.83%	Increased
55	Canada Life Winnipeg, Manitoba, Canada	$490M	+$37.5M	14	1.61%	Increased
56	UBS Zurich, Switzerland	$484M	+$25.7M	23	0.38%	Increased
57	Swiss National Bank Zurich, Switzerland	$475M	+$237K	12	1.76%	Increased
58	Prudential Financial Newark, New Jersey	$469M	+$94.3M	10	0.83%	Increased
59	Guggenheim Capital Chicago, Illinois	$466M	+$67.7M	13	1.18%	Increased
60	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$457M	-$5.66M	6	1.25%	Reduced
61	Managed Account Advisors Jersey City, New Jersey	$456M	-$44.1M	12	0.55%	Reduced
62	Jennison Associates New York	$453M	+$95M	5	0.42%	Increased
63	1832 Asset Management Toronto, Ontario, Canada	$449M	-$40.9M	6	1.41%	Reduced
64	AL AJO LP Philadelphia, Pennsylvania	$448M	+$10.5M	5	1.93%	Increased
65	Capital International Investors Los Angeles, California	$443M	+$31.7M	2	1.14%	Increased
66	Lazard Asset Management New York	$435M	+$117M	7	0.91%	Increased
67	BlackRock New York	$414M	+$22.1M	10	0.62%	Increased
68	VOYA Investment Management Atlanta, Georgia	$412M	+$125M	10	0.95%	Increased
69	Credit Suisse Zurich, Switzerland	$409M	+$64.9M	16	0.34%	Increased
70	Janus Henderson Investors US Denver, Colorado	$407M	+$151M	9	0.37%	Increased
71	Dimensional Fund Advisors Austin, Texas	$398M	+$8.69M	13	0.28%	Increased
72	Manning & Napier Advisors Fairport, New York	$397M	-$4.32M	1	1.53%	Reduced
73	Mackenzie Financial Toronto Ontario, Ontario, Canada	$378M	-$31.3M	5	1.76%	Reduced
74	Russell Frank Company Seattle, Washington	$361M	+$18.1M	14	0.63%	Increased
75	Allianz Asset Management Munich, Germany	$354M	+$1.64M	11	0.44%	Increased