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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	$633M	+$44.2M	13	1.91%	Increased
52	First Manhattan New York	$611M	-$5.09M	12	3.75%	Reduced
53	AL AJO LP Philadelphia, Pennsylvania	$603M	+$10.1M	8	2.68%	Increased
54	Jennison Associates New York	$597M	+$12.5M	4	0.66%	Increased
55	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$590M	-$436M	3	0.9%	Reduced
56	Janus Henderson Investors US Denver, Colorado	$587M	+$187M	9	0.5%	Increased
57	CIBC World Market Toronto, Ontario, Canada	$585M	+$104M	7	2.57%	Increased
58	California Public Employees Retirement System Sacramento, California	$561M	-$607K	14	0.91%	Reduced
59	SII Silchester International Investors London, United Kingdom	$558M	-$66.9M	1	30.28%	Reduced
60	Emerald Acquisition Seattle, Washington	$550M	+$528M	14	0.95%	New
61	American Century Companies Kansas City, Missouri	$542M	-$13.5M	8	0.62%	Reduced
62	Parametric Portfolio Associates Seattle, Washington	$518M	+$31.4M	13	0.82%	Increased
63	Massachusetts Financial Services Boston, Massachusetts	$517M	-$74.3M	8	0.26%	Reduced
64	Prudential Financial Newark, New Jersey	$511M	+$81.7M	9	0.86%	Increased
65	New York State Common Retirement Fund Albany, New York	$511M	+$11.3M	11	0.75%	Increased
66	Renaissance Technologies New York	$497M	-$266M	17	0.95%	Reduced
67	Evercore Trust Company New York	$487M	-$4.86M	1	1.56%	Reduced
68	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$468M	-$19.2M	6	3.42%	Reduced
69	BlackRock New York	$457M	+$56.3M	13	0.69%	Increased
70	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$456M	+$21.9M	12	1.9%	Increased
71	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$455M	+$19M	7	1%	Increased
72	Epoch Investment Partners New York	$450M	-$16.8M	3	1.69%	Reduced
73	Adage Capital Partners Boston, Massachusetts	$440M	-$5.11M	6	1.2%	Reduced
74	First Trust Advisors Wheaton, Illinois	$422M	+$39M	9	1.33%	Increased
75	Teachers Advisors New York	$422M	+$66.5M	9	0.74%	Increased