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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	CIBC World Market Toronto, Ontario, Canada	$913M	+$14.1M	11	2.62%	Increased
52	Parametric Portfolio Associates Seattle, Washington	$881M	+$38.1M	16	0.45%	Increased
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$870M	-$34.9M	9	0.53%	Reduced
54	Dimensional Fund Advisors Austin, Texas	$854M	-$19.7M	19	0.26%	Reduced
55	EdgePoint Investment Group Toronto, Ontario, Canada	$854M	-$99.6M	2	6.52%	Reduced
56	Lazard Asset Management New York	$830M	+$453M	7	0.88%	Increased
57	UBS AM Chicago, Illinois	$825M	-$13.4M	14	0.32%	Reduced
58	Beutel, Goodman & Co Toronto, Ontario, Canada	$815M	-$51.7M	2	4.65%	Reduced
59	AKRE Capital Management Middleburg, Virginia	$793M	+$41.7K	1	4.42%	Increased
60	ZP Zimmer Partners New York	$783M	-$147M	5	11.69%	Reduced
61	APG Asset Management Amsterdam, Netherlands	$780M	-$86.6M	10	1.32%	Reduced
62	Nordea Investment Management Stockholm, Sweden	$702M	+$18M	6	0.84%	Increased
63	ClearBridge Investments (Australia) Sydney, Australia	$685M	+$20.3M	4	20.6%	Increased
64	Jennison Associates New York	$678M	-$31.6M	5	0.43%	Reduced
65	Credit Suisse Zurich, Switzerland	$663M	-$5.17M	22	0.35%	Reduced
66	Davenport & Co Richmond, Virginia	$627M	-$19.5M	8	4.12%	Reduced
67	William Blair Investment Management Chicago, Illinois	$626M	-$44.8M	2	1.69%	Reduced
68	First Trust Advisors Wheaton, Illinois	$613M	-$1.9M	13	0.6%	Reduced
69	Citadel Advisors Miami, Florida	$601M	-$283M	26	0.12%	Reduced
70	Millennium Management New York	$591M	+$183M	19	0.3%	Increased
71	Blackstone Inc New York	$582M	-$10.2M	2	1.46%	Reduced
72	Mirae Asset Global Investments Seoul, South Korea	$570M	+$114M	14	1.22%	Increased
73	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$562M	-$53M	5	1.22%	Reduced
74	Duff & Phelps Investment Management Chicago, Illinois	$555M	-$9.83M	5	6.52%	Reduced
75	Markel Group Glen Allen, Virginia	$526M	$0	1	6.02%	Maintained