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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	First Manhattan New York	$667M	-$13.7M	11	3.85%	Reduced
52	CIBC Asset Management Toronto, Ontario, Canada	$648M	+$26.1M	13	4.02%	Increased
53	Oaktree Capital Management Los Angeles, California	$648M	-$154M	2	12.3%	Reduced
54	Ameriprise Minneapolis, Minnesota	$647M	-$44.8M	14	0.3%	Reduced
55	Canada Life Winnipeg, Manitoba, Canada	$645M	-$3.71M	14	1.71%	Reduced
56	Apollo Management Holdings New York	$628M	-$151M	1	7.03%	Reduced
57	Citadel Advisors Miami, Florida	$616M	+$87M	23	0.31%	Increased
58	Teachers Advisors New York	$612M	+$28.5M	12	0.75%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$564M	+$7.4M	6	1.92%	Increased
60	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$545M	-$33.3M	8	1.38%	Reduced
61	Millennium Management New York	$538M	-$346M	13	0.81%	Reduced
62	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$533M	+$11.2M	12	1.03%	Increased
63	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$527M	-$139M	11	5.05%	Reduced
64	APG Asset Management Amsterdam, Netherlands	$526M	+$17.3M	7	0.97%	Increased
65	ZP Zimmer Partners New York	$522M	+$35.1M	4	6.24%	Increased
66	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$519M	-$117M	14	0.81%	Reduced
67	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$518M	+$7.15M	5	3.24%	Increased
68	Allianz Asset Management Munich, Germany	$518M	-$136M	12	0.51%	Reduced
69	CIBC World Market Toronto, Ontario, Canada	$492M	-$22.3M	9	2.26%	Reduced
70	OMERS Administration Corp Toronto, Ontario, Canada	$485M	-$7.53M	2	5.59%	Reduced
71	Jennison Associates New York	$481M	+$209M	5	0.48%	Increased
72	Mackenzie Financial Toronto Ontario, Ontario, Canada	$477M	-$125M	8	1.15%	Reduced
73	Appaloosa LP Short Hills, New Jersey	$470M	+$262M	2	13.47%	Increased
74	Newport Trust Company Washington, District of Columbia	$468M	-$12.9M	1	1.4%	Reduced
75	Epoch Investment Partners New York	$464M	-$92.7M	3	2.03%	Reduced