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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	Parametric Portfolio Associates Seattle, Washington	$779M	+$9.82M	14	0.63%	Increased
52	Dimensional Fund Advisors Austin, Texas	$776M	+$16M	15	0.3%	Increased
53	Boston Partners Boston, Massachusetts	$742M	-$118M	5	1%	Reduced
54	Oaktree Capital Management Los Angeles, California	$739M	-$24.7M	3	14.5%	Reduced
55	First Manhattan New York	$739M	-$7.75M	12	4.07%	Reduced
56	Canada Life Winnipeg, Manitoba, Canada	$697M	-$13.8M	10	1.65%	Reduced
57	APG Asset Management Amsterdam, Netherlands	$697M	+$23.7M	7	1.15%	Increased
58	ZP Zimmer Partners New York	$692M	-$40.5M	6	7.53%	Reduced
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$683M	+$435M	11	1.75%	Increased
60	Adage Capital Partners Boston, Massachusetts	$651M	-$48.7M	6	1.6%	Reduced
61	Citadel Advisors Miami, Florida	$634M	+$61.9M	20	0.3%	Increased
62	Bank of Nova Scotia Toronto, Ontario, Canada	$628M	+$156M	14	1.86%	Increased
63	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$608M	+$56.4M	9	1.48%	Increased
64	Allianz Asset Management Munich, Germany	$572M	+$79.1M	13	0.56%	Increased
65	First Trust Advisors Wheaton, Illinois	$547M	+$54.8M	10	1.03%	Increased
66	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$540M	+$12.8M	14	1.14%	Increased
67	Newport Trust Company Washington, District of Columbia	$532M	-$24.9M	1	1.41%	Reduced
68	OMERS Administration Corp Toronto, Ontario, Canada	$511M	-$9.6M	2	5.09%	Reduced
69	Mackenzie Financial Toronto Ontario, Ontario, Canada	$504M	+$589K	9	1.32%	Increased
70	CIBC World Market Toronto, Ontario, Canada	$495M	-$30.3M	10	2.22%	Reduced
71	Russell Investments Group London, United Kingdom	$480M	+$18.1M	17	0.93%	Increased
72	American Century Companies Kansas City, Missouri	$475M	+$10.1M	8	0.48%	Increased
73	Prudential Financial Newark, New Jersey	$474M	-$115M	11	0.75%	Reduced
74	New York State Common Retirement Fund Albany, New York	$472M	-$8.75M	12	0.6%	Reduced
75	UBS Group Zurich, Switzerland	$470M	+$95.8M	24	0.18%	Increased