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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	Jennison Associates New York	$747M	+$32.7M	5	0.75%	Increased
52	Citadel Advisors Miami, Florida	$730M	+$57.9M	25	0.19%	Increased
53	Neuberger Berman Group New York	$720M	-$18.8M	14	0.72%	Reduced
54	Federated Hermes Pittsburgh, Pennsylvania	$719M	-$171M	11	1.96%	Reduced
55	APG Asset Management Amsterdam, Netherlands	$698M	-$69.9M	10	1.64%	Reduced
56	Ensign Peak Advisors Salt Lake City, Utah	$685M	+$60.4M	11	1.63%	Increased
57	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$670M	+$20.7M	16	1.25%	Increased
58	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$667M	+$92.8M	5	2.52%	Increased
59	ZP Zimmer Partners New York	$663M	-$57.8M	5	13.81%	Reduced
60	Third Point New York	$653M	-$45.9M	1	15.45%	Reduced
61	AllianceBernstein Nashville, Tennessee	$646M	+$292M	18	0.29%	Increased
62	CIBC World Market Toronto, Ontario, Canada	$645M	+$1.44M	12	2.27%	Increased
63	Victory Capital Management San Antonio, Texas	$634M	+$49.2M	15	0.72%	Increased
64	First Trust Advisors Wheaton, Illinois	$632M	+$30.5M	12	0.78%	Increased
65	William Blair Investment Management Chicago, Illinois	$611M	-$16.3M	3	2.26%	Reduced
66	Beutel, Goodman & Co Toronto, Ontario, Canada	$600M	+$19.1M	2	3.73%	Increased
67	EdgePoint Investment Group Toronto, Ontario, Canada	$597M	-$87.4M	2	5.34%	Reduced
68	AKRE Capital Management Middleburg, Virginia	$592M	+$9.03M	1	4.74%	Increased
69	Mirae Asset Global Investments Seoul, South Korea	$580M	-$55.4M	18	1.48%	Reduced
70	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$580M	+$34.5M	5	1.6%	Increased
71	Duff & Phelps Investment Management Chicago, Illinois	$565M	+$4.87M	6	6.99%	Increased
72	Viking Global Investors Stamford, Connecticut	$539M	-$207M	1	2.47%	Reduced
73	Amundi Paris, France	$532M	+$102M	11	0.43%	Increased
74	Raymond James & Associates St Petersburg, Florida	$503M	-$22.3M	20	0.49%	Reduced
75	Davenport & Co Richmond, Virginia	$498M	-$2.08M	8	4.08%	Reduced