← All themes

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	Ameriprise Minneapolis, Minnesota	$621M	-$45.6M	14	0.31%	Reduced
52	Janus Henderson Group London,	$618M	+$115M	11	0.39%	Increased
53	Allianz Asset Management Munich, Germany	$588M	-$26.4M	12	0.64%	Reduced
54	LM Luminus Management Houston, Texas	$570M	+$61.1M	5	11.54%	Increased
55	First Manhattan New York	$561M	-$21.9M	11	3.49%	Reduced
56	Canada Life Winnipeg, Manitoba, Canada	$553M	-$7.03M	14	1.58%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$552M	-$13.9M	15	0.55%	Reduced
58	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$540M	-$5.1M	16	0.93%	Reduced
59	Nordea Investment Management Stockholm, Sweden	$539M	-$69.9M	9	1.28%	Reduced
60	Neuberger Berman Group New York	$537M	+$34.7M	11	0.75%	Increased
61	William Blair Investment Management Chicago, Illinois	$528M	+$64.2M	3	2.62%	Increased
62	Teachers Advisors New York	$525M	+$19.7M	12	0.74%	Increased
63	Lazard Asset Management New York	$520M	+$138M	6	0.96%	Increased
64	Epoch Investment Partners New York	$517M	-$66.3M	4	2.4%	Reduced
65	CIBC Asset Management Toronto, Ontario, Canada	$513M	-$16M	13	3.77%	Reduced
66	Mackenzie Financial Toronto Ontario, Ontario, Canada	$506M	+$154M	11	1.33%	Increased
67	D.E. Shaw & Co New York	$491M	+$229M	12	0.68%	Increased
68	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$490M	+$77.2M	9	1.34%	Increased
69	Capital International Investors Los Angeles, California	$487M	-$92.8M	1	0.24%	Reduced
70	Citadel Advisors Miami, Florida	$475M	+$31.9M	20	0.26%	Increased
71	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$467M	+$119M	11	1.04%	Increased
72	1832 Asset Management Toronto, Ontario, Canada	$458M	-$39M	8	1.81%	Reduced
73	ZP Zimmer Partners New York	$449M	+$200M	6	6.19%	Increased
74	SII Silchester International Investors London, United Kingdom	$443M	-$19.7M	1	27.95%	Reduced
75	Credit Suisse Zurich, Switzerland	$438M	+$14.5M	18	0.45%	Increased