← 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	$697M	+$29.3M	14	0.31%	Increased
52	CIBC Asset Management Toronto, Ontario, Canada	$693M	+$23.9M	14	4.14%	Increased
53	Amundi Asset Management US Boston, Massachusetts	$679M	+$20.2M	10	0.56%	Increased
54	First Manhattan New York	$672M	-$12.3M	11	3.73%	Reduced
55	Oaktree Capital Management Los Angeles, California	$665M	+$103M	2	12.47%	Increased
56	Adage Capital Partners Boston, Massachusetts	$654M	-$82.4M	6	1.63%	Reduced
57	Canada Life Winnipeg, Manitoba, Canada	$647M	-$19.8M	14	1.48%	Reduced
58	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$639M	+$105M	5	3.88%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$621M	+$46M	8	2.01%	Increased
60	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$607M	+$63.6M	8	1.51%	Increased
61	Citadel Advisors Miami, Florida	$606M	-$48.9M	21	0.28%	Reduced
62	APG Asset Management Amsterdam, Netherlands	$586M	+$66.4M	7	1.01%	Increased
63	Abrams Capital Management Boston, Massachusetts	$573M	$0	1	15.56%	Maintained
64	Prudential Financial Newark, New Jersey	$569M	+$160M	11	0.88%	Increased
65	Baupost Group Boston, Massachusetts	$562M	$0	1	5.08%	Maintained
66	ACG Anchorage Capital Group New York	$534M	-$2.93M	1	15.53%	Reduced
67	Newport Trust Company Washington, District of Columbia	$490M	-$13.7M	1	1.32%	Reduced
68	Allianz Asset Management Munich, Germany	$485M	-$37.6M	12	0.45%	Reduced
69	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$484M	-$32.6M	1	60.83%	Reduced
70	Barclays London, United Kingdom	$484M	+$91.4M	17	0.3%	Increased
71	CIBC World Market Toronto, Ontario, Canada	$478M	-$22.7M	9	2.12%	Reduced
72	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$477M	-$55.4M	14	1.02%	Reduced
73	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$476M	-$67.9M	11	0.96%	Reduced
74	OMERS Administration Corp Toronto, Ontario, Canada	$476M	-$9.72M	2	4.95%	Reduced
75	Mawer Investment Management Calgary, Alberta, Canada	$466M	+$14.9M	1	3.01%	Increased