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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	Beutel, Goodman & Co Toronto, Ontario, Canada	$715M	-$16.8M	3	5.75%	Reduced
52	First Manhattan New York	$709M	+$43.8M	13	3.65%	Increased
53	William Blair Investment Management Chicago, Illinois	$705M	-$120M	4	2.75%	Reduced
54	Neuberger Berman Group New York	$701M	+$30.6M	11	0.83%	Increased
55	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$683M	-$4.39M	2	66.53%	Reduced
56	Credit Suisse Zurich, Switzerland	$680M	+$36.2M	15	0.42%	Increased
57	Dimensional Fund Advisors Austin, Texas	$670M	+$26.5M	15	0.28%	Increased
58	Renaissance Technologies New York	$669M	-$189M	18	0.67%	Reduced
59	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$639M	-$57.4M	7	1.7%	Reduced
60	APG Asset Management Amsterdam, Netherlands	$639M	+$26.6M	11	1.11%	Increased
61	Mackenzie Financial Toronto Ontario, Ontario, Canada	$629M	-$632K	11	1.56%	Reduced
62	Janus Henderson Group London,	$610M	+$1.28M	12	0.32%	Increased
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$588M	+$6.98M	11	1.33%	Increased
64	Nordea Investment Management Stockholm, Sweden	$582M	-$588M	7	1.09%	Reduced
65	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$553M	+$11.1M	14	1.36%	Increased
66	Canada Life Winnipeg, Manitoba, Canada	$549M	-$30M	14	1.19%	Reduced
67	Jennison Associates New York	$513M	+$22M	5	0.41%	Increased
68	CIBC World Market Toronto, Ontario, Canada	$511M	-$5.81M	12	2.22%	Reduced
69	LSV Asset Management Chicago, Illinois	$505M	+$11M	6	1.03%	Increased
70	First Trust Advisors Wheaton, Illinois	$474M	+$49M	11	0.76%	Increased
71	Duff & Phelps Investment Management Chicago, Illinois	$471M	+$32.2M	5	7.31%	Increased
72	Ensign Peak Advisors Salt Lake City, Utah	$448M	-$32.9M	11	1.13%	Reduced
73	AKRE Capital Management Middleburg, Virginia	$448M	+$68.1M	1	3.16%	Increased
74	Citadel Advisors Miami, Florida	$444M	-$111M	20	0.13%	Reduced
75	D.E. Shaw & Co New York	$430M	+$36.1M	12	0.44%	Increased