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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	Epoch Investment Partners New York	$633M	-$11.7M	4	2.24%	Reduced
52	First Manhattan New York	$630M	-$24.2M	12	3.58%	Reduced
53	Russell Investments Group London, United Kingdom	$612M	+$25.6M	15	1.04%	Increased
54	Janus Henderson Group London,	$607M	-$48.4M	12	0.36%	Reduced
55	Artisan Partners Milwaukee, Wisconsin	$603M	+$30.8M	3	1.22%	Increased
56	Pictet Asset Management (UK) London, United Kingdom	$600M	-$92.2M	8	1.48%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$594M	+$34.8M	13	0.59%	Increased
58	Allianz Asset Management Munich, Germany	$583M	+$40.4M	10	0.55%	Increased
59	CIBC Asset Management Toronto, Ontario, Canada	$558M	+$64.5M	14	3.63%	Increased
60	Canada Life Winnipeg, Manitoba, Canada	$557M	+$6.52M	14	1.35%	Increased
61	OppenheimerFunds New York	$550M	+$125M	9	0.69%	Increased
62	CIBC World Market Toronto, Ontario, Canada	$522M	+$23.2M	10	2.15%	Increased
63	D.E. Shaw & Co New York	$505M	+$187M	11	0.69%	Increased
64	William Blair Investment Management Chicago, Illinois	$501M	+$8.89M	3	1.91%	Increased
65	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$498M	+$181M	11	0.84%	Increased
66	Teachers Advisors New York	$491M	+$34.8M	11	0.64%	Increased
67	SII Silchester International Investors London, United Kingdom	$481M	+$395K	2	25.52%	Increased
68	New York State Common Retirement Fund Albany, New York	$471M	-$8.22M	11	0.58%	Reduced
69	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$465M	+$61.7M	5	0.74%	Increased
70	California Public Employees Retirement System Sacramento, California	$461M	-$56.1M	13	0.66%	Reduced
71	Citadel Advisors Miami, Florida	$441M	-$88.7M	21	0.24%	Reduced
72	Mackenzie Financial Toronto Ontario, Ontario, Canada	$433M	-$172M	8	1.1%	Reduced
73	1832 Asset Management Toronto, Ontario, Canada	$427M	-$32.2M	7	1.57%	Reduced
74	Newport Trust Company Washington, District of Columbia	$426M	-$3.09M	1	1.2%	Reduced
75	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$426M	+$15.1M	15	0.95%	Increased