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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	CIBC World Market Toronto, Ontario, Canada	$592M	+$2.35M	10	2.04%	Increased
52	Massachusetts Financial Services Boston, Massachusetts	$590M	-$22.6M	7	0.29%	Reduced
53	First Manhattan New York	$580M	-$16.8M	12	3.53%	Reduced
54	Canada Life Winnipeg, Manitoba, Canada	$580M	-$30.3M	13	1.63%	Reduced
55	Epoch Investment Partners New York	$555M	-$9.3M	3	2.08%	Reduced
56	American Century Companies Kansas City, Missouri	$541M	+$40.6M	7	0.58%	Increased
57	Parametric Portfolio Associates Seattle, Washington	$535M	-$5.98M	12	0.74%	Reduced
58	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$535M	+$64.6M	12	1.58%	Increased
59	AL AJO LP Philadelphia, Pennsylvania	$513M	-$57.4M	5	2.11%	Reduced
60	Renaissance Technologies New York	$509M	-$7.08M	16	0.81%	Reduced
61	California Public Employees Retirement System Sacramento, California	$496M	-$15.4M	13	0.83%	Reduced
62	New York State Common Retirement Fund Albany, New York	$490M	-$3.66M	9	0.69%	Reduced
63	Russell Investments Group London, United Kingdom	$489M	+$476M	14	0.96%	New
64	Jennison Associates New York	$481M	-$113M	7	0.54%	Reduced
65	SII Silchester International Investors London, United Kingdom	$453M	+$92.8M	1	25.82%	Increased
66	First Trust Advisors Wheaton, Illinois	$453M	+$35.4M	10	1.35%	Increased
67	OppenheimerFunds New York	$452M	+$32.5M	9	0.57%	Increased
68	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$449M	-$42.3M	3	0.67%	Reduced
69	Prudential Financial Newark, New Jersey	$444M	-$68.2M	9	0.71%	Reduced
70	Evercore Trust Company New York	$437M	+$3.17M	1	1.4%	Increased
71	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$436M	-$15.3M	7	0.91%	Reduced
72	BHG Blue Harbour Group Greenwich, Connecticut	$419M	$0	1	14.02%	Maintained
73	BlackRock New York	$414M	-$23.5M	12	0.59%	Reduced
74	Credit Suisse Zurich, Switzerland	$398M	-$7.59M	17	0.4%	Reduced
75	Teachers Advisors New York	$396M	-$7.06M	9	0.62%	Reduced