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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	$829M	+$37.1M	16	0.46%	Increased
52	APG Asset Management Amsterdam, Netherlands	$773M	-$33.8M	10	1.31%	Reduced
53	Dimensional Fund Advisors Austin, Texas	$773M	-$8.87M	17	0.24%	Reduced
54	UBS AM Chicago, Illinois	$759M	-$83.9M	11	0.32%	Reduced
55	CIBC World Market Toronto, Ontario, Canada	$757M	-$21M	12	2.11%	Reduced
56	Ameriprise Minneapolis, Minnesota	$740M	-$84.4M	15	0.23%	Reduced
57	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$733M	-$14.3M	14	1.13%	Reduced
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$726M	+$9.32M	11	1.53%	Increased
59	William Blair Investment Management Chicago, Illinois	$724M	-$21.8M	3	2.27%	Reduced
60	Credit Suisse Zurich, Switzerland	$683M	+$33.7M	22	0.36%	Increased
61	Nordea Investment Management Stockholm, Sweden	$677M	+$41M	7	0.91%	Increased
62	AKRE Capital Management Middleburg, Virginia	$665M	-$4.34M	1	4.09%	Reduced
63	EdgePoint Investment Group Toronto, Ontario, Canada	$647M	-$4.6M	1	4.92%	Reduced
64	Jennison Associates New York	$630M	-$67.6M	6	0.42%	Reduced
65	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$607M	-$54.4M	2	52.78%	Reduced
66	First Trust Advisors Wheaton, Illinois	$606M	+$8.91M	11	0.66%	Increased
67	Citadel Advisors Miami, Florida	$602M	-$58.2M	25	0.13%	Reduced
68	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$601M	-$323M	4	1.3%	Reduced
69	Davenport & Co Richmond, Virginia	$584M	+$59.8M	8	4.49%	Increased
70	Millennium Management New York	$513M	+$241M	17	0.31%	Increased
71	D.E. Shaw & Co New York	$503M	+$22.1M	13	0.43%	Increased
72	Blackstone Inc New York	$494M	-$10.3M	2	1.12%	Reduced
73	Duff & Phelps Investment Management Chicago, Illinois	$487M	+$1.74M	5	6.33%	Increased
74	Newport Trust Company Washington, District of Columbia	$455M	+$61.5M	2	1.15%	Increased
75	Barclays London, United Kingdom	$451M	+$94M	20	0.21%	Increased