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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	Canada Life Winnipeg, Manitoba, Canada	$598M	+$53.1M	14	1.97%	Increased
52	TIAA CREF Investment Management New York	$593M	-$8.38M	10	0.41%	Reduced
53	Beutel, Goodman & Co Toronto, Ontario, Canada	$572M	+$9.71M	2	5.1%	Increased
54	UBS Group Zurich, Switzerland	$566M	+$541M	23	0.4%	New
55	1832 Asset Management Toronto, Ontario, Canada	$565M	+$45.4M	6	1.75%	Increased
56	Evercore Trust Company New York	$558M	-$12M	1	1.99%	Reduced
57	SII Silchester International Investors London, United Kingdom	$551M	-$48.7M	1	42.98%	Reduced
58	Neuberger Berman Group New York	$545M	-$59.1M	10	0.57%	Reduced
59	New York State Common Retirement Fund Albany, New York	$538M	-$26M	9	0.8%	Reduced
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$533M	+$955K	9	1.03%	Increased
61	CIBC World Market Toronto, Ontario, Canada	$531M	+$3.62M	5	2%	Increased
62	BlackRock Investment Management Wilmington, Delaware	$525M	-$2.33M	16	0.7%	Reduced
63	Guggenheim Capital Chicago, Illinois	$508M	-$39M	13	1.27%	Reduced
64	Swiss National Bank Zurich, Switzerland	$480M	-$18.6M	12	1.8%	Reduced
65	Dimensional Fund Advisors Austin, Texas	$441M	+$20.7M	14	0.29%	Increased
66	Prudential Financial Newark, New Jersey	$438M	+$44.5M	9	0.79%	Increased
67	BlackRock New York	$437M	+$18.8M	11	0.63%	Increased
68	VOYA Investment Management Atlanta, Georgia	$437M	+$96.6M	9	0.97%	Increased
69	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$437M	-$9.95M	6	1.16%	Reduced
70	Renaissance Technologies New York	$406M	+$149M	11	0.98%	Increased
71	Bank of Nova Scotia Toronto, Ontario, Canada	$405M	-$163M	8	1.55%	Reduced
72	Credit Suisse Zurich, Switzerland	$401M	-$65.8M	14	0.36%	Reduced
73	EA Euclid Advisors Hartford, Connecticut	$378M	+$346M	7	3.52%	Increased
74	PGGM Investments Zeist, Netherlands	$365M	-$1.84M	6	1.63%	Reduced
75	Wedge Capital Management Charlotte, North Carolina	$361M	-$20.6M	5	3.63%	Reduced