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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	Ameriprise Minneapolis, Minnesota	$849M	-$146M	15	0.3%	Reduced
52	Parametric Portfolio Associates Seattle, Washington	$784M	-$7.5M	15	0.49%	Reduced
53	Mackenzie Financial Toronto Ontario, Ontario, Canada	$768M	-$11M	11	1.66%	Reduced
54	Dimensional Fund Advisors Austin, Texas	$766M	+$29.3M	14	0.28%	Increased
55	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$763M	-$27.8M	7	1.77%	Reduced
56	Credit Suisse Zurich, Switzerland	$744M	-$58.8M	17	0.36%	Reduced
57	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$743M	-$17.1M	2	57.17%	Reduced
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$738M	+$162M	11	1.49%	Increased
59	APG Asset Management Amsterdam, Netherlands	$726M	+$57.2M	10	1.18%	Increased
60	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$708M	+$34.2M	15	1.3%	Increased
61	Canada Life Winnipeg, Manitoba, Canada	$706M	+$44.1M	14	1.33%	Increased
62	William Blair Investment Management Chicago, Illinois	$670M	-$119M	3	2.23%	Reduced
63	CIBC World Market Toronto, Ontario, Canada	$645M	+$5.96M	12	2.05%	Increased
64	Blackstone Inc New York	$615M	+$357M	2	2.16%	Increased
65	Nordea Investment Management Stockholm, Sweden	$608M	-$5.72M	7	0.98%	Reduced
66	Renaissance Technologies New York	$605M	-$126M	19	0.66%	Reduced
67	Jennison Associates New York	$576M	+$60.1M	5	0.41%	Increased
68	D.E. Shaw & Co New York	$573M	+$101M	13	0.51%	Increased
69	Citadel Advisors Miami, Florida	$565M	+$99.5M	21	0.15%	Increased
70	Millennium Management New York	$545M	+$197M	12	0.39%	Increased
71	Janus Henderson Group London,	$541M	-$106M	11	0.25%	Reduced
72	First Trust Advisors Wheaton, Illinois	$538M	+$30.1M	11	0.71%	Increased
73	AKRE Capital Management Middleburg, Virginia	$538M	-$18.7M	1	3.64%	Reduced
74	Appaloosa LP Short Hills, New Jersey	$528M	-$434M	1	7.89%	Reduced
75	Ensign Peak Advisors Salt Lake City, Utah	$506M	+$47.3M	11	1.15%	Increased