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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$911M	+$11.4M	9	0.61%	Increased
52	Mirae Asset Global Investments Seoul, South Korea	$908M	+$156M	14	1.9%	Increased
53	ClearBridge Investments (Australia) Sydney, Australia	$879M	+$140M	6	27.41%	Increased
54	Neuberger Berman Group New York	$865M	-$40.1M	13	0.73%	Reduced
55	EdgePoint Investment Group Toronto, Ontario, Canada	$844M	+$35.7M	2	6.77%	Increased
56	Lazard Asset Management New York	$840M	-$69.9M	9	0.97%	Reduced
57	Third Point New York	$827M	-$91M	1	10.77%	Reduced
58	CIBC World Market Toronto, Ontario, Canada	$818M	-$75.7M	13	2.59%	Reduced
59	ZP Zimmer Partners New York	$809M	-$8.11M	5	11.59%	Reduced
60	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$804M	-$122M	18	1.21%	Reduced
61	APG Asset Management Amsterdam, Netherlands	$793M	-$24.4M	11	1.5%	Reduced
62	Jennison Associates New York	$771M	+$44.8M	5	0.57%	Increased
63	Beutel, Goodman & Co Toronto, Ontario, Canada	$746M	-$22.1M	2	4.22%	Reduced
64	AKRE Capital Management Middleburg, Virginia	$743M	-$15.8K	1	5.06%	Reduced
65	Citadel Advisors Miami, Florida	$728M	+$73M	27	0.15%	Increased
66	William Blair Investment Management Chicago, Illinois	$720M	-$38.5M	3	2.15%	Reduced
67	Ensign Peak Advisors Salt Lake City, Utah	$656M	+$190M	12	1.33%	Increased
68	First Trust Advisors Wheaton, Illinois	$645M	-$13.4M	14	0.66%	Reduced
69	Credit Suisse Zurich, Switzerland	$644M	-$35.2M	22	0.55%	Reduced
70	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$617M	+$41.8M	5	1.44%	Increased
71	Davenport & Co Richmond, Virginia	$611M	-$118K	9	4.18%	Reduced
72	Victory Capital Management San Antonio, Texas	$610M	+$107M	15	0.61%	Increased
73	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$609M	+$273M	6	1.99%	Increased
74	Duff & Phelps Investment Management Chicago, Illinois	$600M	+$8.03M	5	6.93%	Increased
75	Blackstone Inc New York	$568M	-$3.94M	1	1.44%	Reduced