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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	Swiss National Bank Zurich, Switzerland	$561M	+$108M	12	1.5%	Increased
52	Beutel, Goodman & Co Toronto, Ontario, Canada	$560M	-$928K	2	5.38%	Reduced
53	Charles Schwab San Francisco, California	$556M	-$15.9M	10	0.78%	Reduced
54	UBS Group Zurich, Switzerland	$554M	+$27.2M	23	0.38%	Increased
55	BlackRock Advisors Wilmington, Delaware	$550M	-$21.7M	13	0.56%	Reduced
56	CIBC World Market Toronto, Ontario, Canada	$550M	+$4.45M	6	2.25%	Increased
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$547M	+$49.6M	9	0.99%	Increased
58	Prudential Financial Newark, New Jersey	$529M	+$117M	9	0.92%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$517M	-$80.2M	4	1.95%	Reduced
60	BlackRock Investment Management Wilmington, Delaware	$513M	+$19.4M	16	0.67%	Increased
61	New York State Common Retirement Fund Albany, New York	$511M	+$6.28M	9	0.75%	Increased
62	Neuberger Berman Group New York	$489M	-$63.5M	10	0.52%	Reduced
63	Evercore Trust Company New York	$479M	-$16.2M	1	1.68%	Reduced
64	Bank of Nova Scotia Toronto, Ontario, Canada	$457M	+$32.6M	8	2.05%	Increased
65	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$457M	+$139M	7	3.85%	Increased
66	Dimensional Fund Advisors Austin, Texas	$450M	+$16.2M	14	0.28%	Increased
67	BlackRock New York	$445M	+$34.7M	11	0.61%	Increased
68	American Century Companies Kansas City, Missouri	$442M	-$147M	8	0.49%	Reduced
69	AL AJO LP Philadelphia, Pennsylvania	$439M	+$170M	4	1.84%	Increased
70	Guggenheim Capital Chicago, Illinois	$425M	-$48.2M	13	1.01%	Reduced
71	VOYA Investment Management Atlanta, Georgia	$406M	+$4.94M	10	0.9%	Increased
72	SC Sasco Capital Fairfield, Connecticut	$403M	+$108M	1	4.52%	Increased
73	SA SQ Advisors Naples, Florida	$365M	+$124M	1	12.53%	Increased
74	Credit Suisse Zurich, Switzerland	$357M	-$26.4M	14	0.36%	Reduced
75	Mackenzie Financial Toronto Ontario, Ontario, Canada	$348M	-$20.4M	6	1.84%	Reduced