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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
LSV Asset Management
LSV Asset Management
Illinois
$735M -$364M 5 1.1% Reduced
52
Nordea Investment Management
Nordea Investment Management
Sweden
$722M -$29.3M 9 1.49% Reduced
53
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$676M -$8.01M 10 1.43% Reduced
54
First Manhattan
First Manhattan
New York
$674M -$16.1M 12 3.59% Reduced
55
Allianz Asset Management
Allianz Asset Management
Germany
$664M +$63.8M 12 0.6% Increased
56
William Blair Investment Management
William Blair Investment Management
Illinois
$661M +$158M 3 2.29% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$639M +$107M 13 0.82% Increased
58
Canada Life
Canada Life
Manitoba, Canada
$634M +$4.27M 14 1.51% Increased
59
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$621M -$4.56M 14 1.13% Reduced
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$619M +$1.13M 15 0.54% Increased
61
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$609M -$48M 15 3.77% Reduced
62
Artisan Partners
Artisan Partners
Wisconsin
$605M -$20.4M 3 1.15% Reduced
63
Janus Henderson Group
Janus Henderson Group
$592M +$56.7M 12 0.32% Increased
64
Capital International Investors
Capital International Investors
California
$586M +$94.8M 3 0.27% Increased
65
1832 Asset Management
1832 Asset Management
Ontario, Canada
$572M -$33.5M 7 1.87% Reduced
66
Neuberger Berman Group
Neuberger Berman Group
New York
$569M +$14.9M 11 0.64% Increased
67
Epoch Investment Partners
Epoch Investment Partners
New York
$564M -$37.4M 4 2.14% Reduced
68
Teachers Advisors
Teachers Advisors
New York
$551M -$9.5M 12 0.66% Reduced
69
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$547M -$38M 10 1.27% Reduced
70
LM
Luminus Management
Texas
$529M +$183M 5 8.62% Increased
71
Russell Investments Group
Russell Investments Group
United Kingdom
$519M +$11.5M 14 0.98% Increased
72
APG Asset Management
APG Asset Management
Netherlands
$503M +$5.01M 11 0.88% Increased
73
CIBC World Market
CIBC World Market
Ontario, Canada
$502M -$44.6M 10 2.15% Reduced
74
Citadel Advisors
Citadel Advisors
Florida
$497M +$126M 20 0.22% Increased
75
Adage Capital Partners
Adage Capital Partners
Massachusetts
$472M +$24.2M 9 1.05% Increased
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