← 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	Bank of Nova Scotia Toronto, Ontario, Canada	$648M	+$121M	13	2.22%	Increased
52	AQR Capital Management Greenwich, Connecticut	$647M	-$164M	10	1.09%	Reduced
53	Neuberger Berman Group New York	$645M	-$99.1M	11	0.98%	Reduced
54	APG Asset Management Amsterdam, Netherlands	$641M	+$92.3M	10	1.26%	Increased
55	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$628M	+$44.9M	9	1.83%	Increased
56	Boston Partners Boston, Massachusetts	$624M	+$137M	3	1.24%	Increased
57	First Manhattan New York	$599M	-$10.9M	12	3.88%	Reduced
58	Dimensional Fund Advisors Austin, Texas	$586M	+$1.95M	15	0.31%	Increased
59	Capital International Investors Los Angeles, California	$574M	+$225M	2	0.23%	Increased
60	Credit Suisse Zurich, Switzerland	$556M	+$59.9M	15	0.48%	Increased
61	Canada Life Winnipeg, Manitoba, Canada	$555M	+$52M	14	1.49%	Increased
62	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$537M	+$161M	7	1.7%	Increased
63	Beutel, Goodman & Co Toronto, Ontario, Canada	$497M	-$6.16M	3	4.63%	Reduced
64	Oaktree Capital Management Los Angeles, California	$483M	+$59.4M	1	13.59%	Increased
65	ZP Zimmer Partners New York	$447M	+$85M	4	9.91%	Increased
66	First Trust Advisors Wheaton, Illinois	$447M	-$66.9M	10	1.01%	Reduced
67	Prudential Financial Newark, New Jersey	$434M	+$43.5M	11	0.95%	Increased
68	Russell Investments Group London, United Kingdom	$407M	-$20M	15	1.04%	Reduced
69	Ensign Peak Advisors Salt Lake City, Utah	$398M	+$12.9M	11	1.33%	Increased
70	Newport Trust Company Washington, District of Columbia	$393M	-$23.5M	1	1.62%	Reduced
71	Duff & Phelps Investment Management Chicago, Illinois	$387M	+$18M	5	6.75%	Increased
72	Jennison Associates New York	$387M	+$43.9M	5	0.47%	Increased
73	New York State Common Retirement Fund Albany, New York	$379M	-$2.33M	12	0.57%	Reduced
74	UBS Group Zurich, Switzerland	$373M	-$127M	26	0.18%	Reduced
75	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$360M	-$201M	13	1.1%	Reduced