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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	$631M	+$11M	9	1.04%	Increased
52	Canada Life Winnipeg, Manitoba, Canada	$627M	-$8.09M	13	1.83%	Reduced
53	CIBC World Market Toronto, Ontario, Canada	$612M	+$9.1M	8	2.25%	Increased
54	Massachusetts Financial Services Boston, Massachusetts	$603M	+$116M	8	0.29%	Increased
55	Jennison Associates New York	$593M	+$14.4M	5	0.64%	Increased
56	Epoch Investment Partners New York	$579M	+$156M	3	2.16%	Increased
57	AL AJO LP Philadelphia, Pennsylvania	$574M	+$7.81M	8	2.45%	Increased
58	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$565M	+$287M	10	6.7%	Increased
59	Parametric Portfolio Associates Seattle, Washington	$542M	+$51.7M	13	0.81%	Increased
60	Renaissance Technologies New York	$526M	+$52.7M	14	0.93%	Increased
61	California Public Employees Retirement System Sacramento, California	$510M	-$25.1M	13	0.84%	Reduced
62	Prudential Financial Newark, New Jersey	$510M	+$24.3M	9	0.84%	Increased
63	Emerald Acquisition Seattle, Washington	$505M	-$19M	14	0.98%	Reduced
64	American Century Companies Kansas City, Missouri	$502M	-$14.7M	8	0.55%	Reduced
65	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$501M	-$55.8M	3	0.76%	Reduced
66	New York State Common Retirement Fund Albany, New York	$494M	+$6.99M	9	0.71%	Increased
67	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$489M	+$18.2M	12	1.62%	Increased
68	SII Silchester International Investors London, United Kingdom	$489M	-$39.4M	1	27.61%	Reduced
69	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$464M	-$30.8M	5	3.24%	Reduced
70	Citigroup New York	$454M	+$242M	17	0.42%	Increased
71	Evercore Trust Company New York	$453M	-$6.51M	1	1.48%	Reduced
72	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$451M	+$19.8M	7	0.94%	Increased
73	BlackRock New York	$438M	+$2.15M	13	0.63%	Increased
74	OppenheimerFunds New York	$419M	+$65.3M	9	0.53%	Increased
75	First Trust Advisors Wheaton, Illinois	$413M	+$18.1M	9	1.23%	Increased