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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	$820M	-$62.4M	14	0.27%	Reduced
52	Parametric Portfolio Associates Seattle, Washington	$814M	+$2.81M	15	0.47%	Increased
53	Oaktree Capital Management Los Angeles, California	$793M	-$6.79M	2	11.03%	Reduced
54	Dimensional Fund Advisors Austin, Texas	$789M	+$9.39M	17	0.26%	Increased
55	APG Asset Management Amsterdam, Netherlands	$786M	+$7.02M	10	1.34%	Increased
56	William Blair Investment Management Chicago, Illinois	$763M	+$1.15M	3	2.47%	Increased
57	Beutel, Goodman & Co Toronto, Ontario, Canada	$762M	-$227M	3	4.78%	Reduced
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$725M	-$13.7M	9	1.6%	Reduced
59	Jennison Associates New York	$718M	+$134M	6	0.53%	Increased
60	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$717M	-$7.6M	2	54.11%	Reduced
61	CIBC World Market Toronto, Ontario, Canada	$695M	+$886K	11	2.02%	Increased
62	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$686M	-$61.8M	14	1.21%	Reduced
63	Credit Suisse Zurich, Switzerland	$661M	-$80.6M	19	0.34%	Reduced
64	Citadel Advisors Miami, Florida	$653M	+$75M	25	0.16%	Increased
65	Nordea Investment Management Stockholm, Sweden	$637M	+$20.9M	7	0.92%	Increased
66	First Trust Advisors Wheaton, Illinois	$615M	+$72.3M	11	0.75%	Increased
67	AKRE Capital Management Middleburg, Virginia	$580M	-$20K	1	3.95%	Reduced
68	Blackstone Inc New York	$578M	$0	2	1.15%	Maintained
69	EdgePoint Investment Group Toronto, Ontario, Canada	$563M	+$161M	1	4.44%	Increased
70	D.E. Shaw & Co New York	$496M	-$97M	12	0.48%	Reduced
71	Duff & Phelps Investment Management Chicago, Illinois	$493M	+$7.91M	5	6.73%	Increased
72	UBS Group Zurich, Switzerland	$484M	+$19M	29	0.16%	Increased
73	ClearBridge Investments (Australia) Sydney, Australia	$478M	+$84.4M	3	20.11%	Increased
74	Davenport & Co Richmond, Virginia	$470M	-$2.82M	5	4.41%	Reduced
75	Russell Investments Group London, United Kingdom	$463M	+$72.9M	17	0.82%	Increased