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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	Pictet Asset Management (UK) London, United Kingdom	$677M	+$48.3M	8	1.62%	Increased
52	Renaissance Technologies New York	$665M	-$44.6M	17	0.72%	Reduced
53	First Manhattan New York	$631M	-$22.3M	11	3.64%	Reduced
54	Parametric Portfolio Associates Seattle, Washington	$612M	+$8.23M	14	0.58%	Increased
55	CIBC Asset Management Toronto, Ontario, Canada	$607M	+$28.4M	13	3.79%	Increased
56	Epoch Investment Partners New York	$601M	-$44.5M	4	1.86%	Reduced
57	Canada Life Winnipeg, Manitoba, Canada	$599M	+$20.3M	14	1.41%	Increased
58	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$586M	+$145M	14	1.19%	Increased
59	Allianz Asset Management Munich, Germany	$586M	-$5.75M	12	0.57%	Reduced
60	Artisan Partners Milwaukee, Wisconsin	$565M	+$18.8M	3	1.13%	Increased
61	1832 Asset Management Toronto, Ontario, Canada	$559M	+$114M	6	1.89%	Increased
62	D.E. Shaw & Co New York	$555M	+$62.5M	14	0.72%	Increased
63	Teachers Advisors New York	$550M	+$50.4M	12	0.69%	Increased
64	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$545M	+$98.7M	10	1.29%	Increased
65	Janus Henderson Group London,	$531M	-$81.1M	12	0.3%	Reduced
66	California Public Employees Retirement System Sacramento, California	$528M	+$59.8M	13	0.73%	Increased
67	Neuberger Berman Group New York	$514M	+$84.5M	13	0.57%	Increased
68	CIBC World Market Toronto, Ontario, Canada	$509M	-$39M	10	2.22%	Reduced
69	Russell Investments Group London, United Kingdom	$492M	-$143M	14	1.03%	Reduced
70	William Blair Investment Management Chicago, Illinois	$486M	-$13.5M	3	1.81%	Reduced
71	APG Asset Management Amsterdam, Netherlands	$471M	+$62.9M	12	0.86%	Increased
72	Capital International Investors Los Angeles, California	$462M	-$324M	1	0.52%	Reduced
73	New York State Common Retirement Fund Albany, New York	$449M	-$26.6M	12	0.56%	Reduced
74	SII Silchester International Investors London, United Kingdom	$449M	+$256K	2	24.4%	Increased
75	Credit Suisse Zurich, Switzerland	$442M	+$61.4M	17	0.43%	Increased