← All themes

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	Charles Schwab San Francisco, California	$517M	+$54.3M	10	0.85%	Increased
52	Janus Henderson Investors US Denver, Colorado	$508M	+$115M	9	0.46%	Increased
53	New York State Common Retirement Fund Albany, New York	$507M	+$1.94M	9	0.76%	Increased
54	Evercore Trust Company New York	$504M	-$9.71M	1	1.85%	Reduced
55	Canada Life Winnipeg, Manitoba, Canada	$504M	+$23M	14	1.69%	Increased
56	Guggenheim Capital Chicago, Illinois	$497M	+$63.3M	13	1.19%	Increased
57	CIBC World Market Toronto, Ontario, Canada	$492M	+$56.9K	7	1.76%	Increased
58	American Century Companies Kansas City, Missouri	$490M	+$269K	7	0.57%	Increased
59	BlackRock Investment Management Wilmington, Delaware	$476M	-$7.12M	16	0.66%	Reduced
60	1832 Asset Management Toronto, Ontario, Canada	$474M	+$17.5M	5	1.55%	Increased
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$471M	-$1.34M	9	0.94%	Reduced
62	UBS Zurich, Switzerland	$470M	+$6.19M	23	0.35%	Increased
63	Adage Capital Partners Boston, Massachusetts	$449M	+$135M	4	1.11%	Increased
64	Swiss National Bank Zurich, Switzerland	$448M	-$8.53M	12	1.72%	Reduced
65	Lazard Asset Management New York	$445M	+$37.4M	6	0.96%	Increased
66	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$435M	+$11.1M	7	1.18%	Increased
67	Jennison Associates New York	$433M	-$6.38M	5	0.4%	Reduced
68	Credit Suisse Zurich, Switzerland	$427M	+$38.6M	16	0.35%	Increased
69	Capital International Investors Los Angeles, California	$417M	$0	2	1.01%	Maintained
70	Dimensional Fund Advisors Austin, Texas	$392M	+$7.59M	14	0.28%	Increased
71	Mackenzie Financial Toronto Ontario, Ontario, Canada	$381M	-$1.32M	5	1.91%	Reduced
72	BlackRock New York	$374M	-$15.9M	11	0.55%	Reduced
73	Manning & Napier Advisors Fairport, New York	$359M	+$2.49M	1	1.49%	Increased
74	Prudential Financial Newark, New Jersey	$351M	-$88.6M	9	0.66%	Reduced
75	Wedge Capital Management Charlotte, North Carolina	$331M	+$20.6M	5	3.53%	Increased