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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	$527M	-$648K	9	1.02%	Reduced
52	Canada Life Winnipeg, Manitoba, Canada	$509M	-$30.6M	13	2%	Reduced
53	Dimensional Fund Advisors Austin, Texas	$489M	+$47.6M	15	0.32%	Increased
54	California Public Employees Retirement System Sacramento, California	$485M	-$8.9M	14	0.82%	Reduced
55	CIBC World Market Toronto, Ontario, Canada	$474M	-$10.7M	5	2.35%	Reduced
56	Capital International Investors Los Angeles, California	$460M	-$40.1M	1	0.83%	Reduced
57	New York State Common Retirement Fund Albany, New York	$458M	-$20.5M	11	0.73%	Reduced
58	Janus Henderson Investors US Denver, Colorado	$455M	-$183M	9	0.41%	Reduced
59	Jennison Associates New York	$446M	+$21.1M	3	0.46%	Increased
60	OppenheimerFunds New York	$441M	+$34.1M	3	0.6%	Increased
61	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$440M	+$55.3M	5	3.57%	Increased
62	Adage Capital Partners Boston, Massachusetts	$439M	+$226M	7	1.22%	Increased
63	Renaissance Technologies New York	$434M	+$216M	14	1.04%	Increased
64	American Century Companies Kansas City, Missouri	$425M	-$61.7M	8	0.52%	Reduced
65	SA SQ Advisors Naples, Florida	$422M	+$91.6M	1	14.19%	Increased
66	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$422M	-$11.5M	13	2.4%	Reduced
67	BlackRock New York	$417M	+$30.3M	12	0.65%	Increased
68	Prudential Financial Newark, New Jersey	$413M	-$68.2M	9	0.82%	Reduced
69	1832 Asset Management Toronto, Ontario, Canada	$402M	-$40.9M	6	1.68%	Reduced
70	Evercore Trust Company New York	$399M	-$1.3M	1	1.53%	Reduced
71	Neuberger Berman Group New York	$394M	-$17.6M	10	0.51%	Reduced
72	AL AJO LP Philadelphia, Pennsylvania	$389M	-$5.32M	6	1.78%	Reduced
73	Epoch Investment Partners New York	$385M	+$72M	4	1.49%	Increased
74	Wedge Capital Management Charlotte, North Carolina	$379M	-$8.41M	5	4.01%	Reduced
75	Parametric Portfolio Associates Seattle, Washington	$362M	+$46.7M	13	0.71%	Increased