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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	Nordea Investment Management Stockholm, Sweden	$667M	-$180M	7	1.58%	Reduced
52	Mackenzie Financial Toronto Ontario, Ontario, Canada	$666M	+$149M	7	1.61%	Increased
53	Russell Investments Group London, United Kingdom	$625M	+$44.8M	15	1.05%	Increased
54	Canada Life Winnipeg, Manitoba, Canada	$604M	-$22.5M	14	1.42%	Reduced
55	Renaissance Technologies New York	$600M	+$141M	13	0.66%	Increased
56	APG Asset Management Amsterdam, Netherlands	$592M	+$40.1M	10	1.08%	Increased
57	Parametric Portfolio Associates Seattle, Washington	$588M	+$28.6M	13	0.59%	Increased
58	Boston Partners Boston, Massachusetts	$562M	-$186M	3	0.66%	Reduced
59	CIBC Asset Management Toronto, Ontario, Canada	$557M	+$48.1M	13	3.41%	Increased
60	CIBC World Market Toronto, Ontario, Canada	$553M	-$16.9M	10	2.5%	Reduced
61	SII Silchester International Investors London, United Kingdom	$553M	+$18.9M	2	25.02%	Increased
62	Allianz Asset Management Munich, Germany	$553M	+$46.2M	10	0.43%	Increased
63	California Public Employees Retirement System Sacramento, California	$549M	+$22.3M	14	0.74%	Increased
64	Citadel Advisors Miami, Florida	$545M	+$216M	20	0.33%	Increased
65	Artisan Partners Milwaukee, Wisconsin	$529M	+$37M	2	1%	Increased
66	New York State Common Retirement Fund Albany, New York	$510M	-$366K	11	0.61%	Reduced
67	1832 Asset Management Toronto, Ontario, Canada	$508M	+$9.97M	8	1.65%	Increased
68	William Blair Investment Management Chicago, Illinois	$489M	-$44.8M	3	1.9%	Reduced
69	Teachers Advisors New York	$472M	+$11.3M	11	0.61%	Increased
70	Two Sigma Advisers New York	$470M	+$243M	11	1.27%	Increased
71	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$457M	+$10.8M	14	1.35%	Increased
72	American Century Companies Kansas City, Missouri	$449M	-$288M	9	0.45%	Reduced
73	Newport Trust Company Washington, District of Columbia	$444M	+$457M	1	1.24%	New
74	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$443M	+$3.34M	8	0.77%	Increased
75	Credit Suisse Zurich, Switzerland	$434M	+$95.3M	18	0.39%	Increased