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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	Oaktree Capital Management Los Angeles, California	$800M	+$88.4K	2	11.17%	Increased
52	ZP Zimmer Partners New York	$799M	-$41.5M	6	12.57%	Reduced
53	Citadel Advisors Miami, Florida	$791M	+$190M	23	0.16%	Increased
54	Third Point New York	$787M	$0	1	4.29%	Maintained
55	Beutel, Goodman & Co Toronto, Ontario, Canada	$775M	-$170M	2	4.74%	Reduced
56	Dimensional Fund Advisors Austin, Texas	$771M	+$7.62M	18	0.25%	Increased
57	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$766M	+$5.88M	15	1.2%	Increased
58	APG Asset Management Amsterdam, Netherlands	$765M	-$44.8M	10	1.36%	Reduced
59	Parametric Portfolio Associates Seattle, Washington	$765M	-$62.6M	16	0.43%	Reduced
60	UBS AM Chicago, Illinois	$758M	+$1.73M	11	0.31%	Increased
61	William Blair Investment Management Chicago, Illinois	$708M	-$22.1M	2	2%	Reduced
62	AKRE Capital Management Middleburg, Virginia	$702M	+$4.72M	1	4.32%	Increased
63	Jennison Associates New York	$649M	+$20.8M	6	0.42%	Increased
64	Nordea Investment Management Stockholm, Sweden	$631M	-$65.1M	7	0.82%	Reduced
65	ClearBridge Investments (Australia) Sydney, Australia	$601M	+$213M	4	19.76%	Increased
66	Credit Suisse Zurich, Switzerland	$582M	-$95.2M	21	0.32%	Reduced
67	Davenport & Co Richmond, Virginia	$582M	-$24.6M	9	4.11%	Reduced
68	First Trust Advisors Wheaton, Illinois	$576M	-$20.8M	12	0.62%	Reduced
69	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$542M	-$89.1M	5	1.16%	Reduced
70	Duff & Phelps Investment Management Chicago, Illinois	$523M	+$44.4M	5	6.82%	Increased
71	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$497M	+$99.6M	13	2.6%	Increased
72	Amundi Paris, France	$485M	+$92.4M	10	0.34%	Increased
73	Blackstone Inc New York	$471M	+$3.95M	3	1.05%	Increased
74	Barclays London, United Kingdom	$470M	+$15.1M	22	0.21%	Increased
75	Mirae Asset Global Investments Seoul, South Korea	$469M	+$84M	16	1.19%	Increased