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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	$803M	+$18.5M	14	0.59%	Increased
52	First Manhattan New York	$789M	-$15.5M	12	3.96%	Reduced
53	Dimensional Fund Advisors Austin, Texas	$768M	-$2.39M	15	0.28%	Reduced
54	Bank of Nova Scotia Toronto, Ontario, Canada	$721M	+$48.3M	11	1.75%	Increased
55	Boston Partners Boston, Massachusetts	$720M	+$8.29M	3	0.95%	Increased
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$688M	-$4.88M	10	1.64%	Reduced
57	Mackenzie Financial Toronto Ontario, Ontario, Canada	$672M	-$21.3M	9	1.65%	Reduced
58	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$653M	+$72.1M	13	1.1%	Increased
59	Canada Life Winnipeg, Manitoba, Canada	$646M	-$81.4M	14	1.41%	Reduced
60	Credit Suisse Zurich, Switzerland	$630M	-$490M	16	0.46%	Reduced
61	Oaktree Capital Management Los Angeles, California	$629M	-$8.68M	2	11.84%	Reduced
62	First Trust Advisors Wheaton, Illinois	$622M	+$89.3M	11	1.06%	Increased
63	APG Asset Management Amsterdam, Netherlands	$620M	-$75.3M	8	1.01%	Reduced
64	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$614M	-$30.3M	6	1.49%	Reduced
65	Citadel Advisors Miami, Florida	$602M	-$32.9M	19	0.26%	Reduced
66	UBS Group Zurich, Switzerland	$579M	+$110M	24	0.2%	Increased
67	CIBC World Market Toronto, Ontario, Canada	$552M	+$14.4M	9	2.25%	Increased
68	Adage Capital Partners Boston, Massachusetts	$550M	-$77.7M	6	1.35%	Reduced
69	Newport Trust Company Washington, District of Columbia	$525M	-$17.6M	1	1.41%	Reduced
70	Russell Investments Group London, United Kingdom	$513M	+$35.6M	15	0.95%	Increased
71	Capital International Investors Los Angeles, California	$502M	+$134M	2	0.17%	Increased
72	Prudential Financial Newark, New Jersey	$496M	+$29.9M	11	0.73%	Increased
73	ZP Zimmer Partners New York	$487M	-$200M	3	6.73%	Reduced
74	Epoch Investment Partners New York	$479M	+$16.4M	4	2.07%	Increased
75	New York State Common Retirement Fund Albany, New York	$467M	-$10.2M	12	0.55%	Reduced