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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$757M -$107M 16 1.96% Reduced
52
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$724M -$146M 14 3.04% Reduced
53
Oaktree Capital Management
Oaktree Capital Management
California
$715M -$257M 2 7.52% Reduced
54
First Trust Advisors
First Trust Advisors
Illinois
$714M +$76.8M 12 0.85% Increased
55
Jennison Associates
Jennison Associates
New York
$708M -$190M 8 0.72% Reduced
56
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$685M -$15.9M 19 1.78% Reduced
57
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$651M -$33.3M 5 2.44% Reduced
58
ZP
Zimmer Partners
New York
$633M +$69.1M 6 12.74% Increased
59
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$619M -$183M 4 4.05% Reduced
60
William Blair Investment Management
William Blair Investment Management
Illinois
$617M +$440K 3 2.36% Increased
61
Amundi
Amundi
France
$615M +$55.4M 11 0.34% Increased
62
APG Asset Management
APG Asset Management
Netherlands
$609M -$31M 11 1.16% Reduced
63
Renaissance Technologies
Renaissance Technologies
New York
$605M +$82.3M 20 0.83% Increased
64
Millennium Management
Millennium Management
New York
$586M +$54.2M 20 0.32% Increased
65
Lazard Asset Management
Lazard Asset Management
New York
$575M -$154M 10 0.79% Reduced
66
UBS Group
UBS Group
Switzerland
$566M +$160M 32 0.21% Increased
67
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$558M +$105M 5 1.71% Increased
68
First Manhattan
First Manhattan
New York
$551M -$120M 13 2.02% Reduced
69
AKRE Capital Management
AKRE Capital Management
Virginia
$546M +$28M 1 4.94% Increased
70
Victory Capital Management
Victory Capital Management
Texas
$546M -$49.8M 14 0.63% Reduced
71
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$540M -$23.4M 6 6.56% Reduced
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$513M +$10.8M 17 0.69% Increased
73
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$482M +$161M 2 0.37% Increased
74
CIBC World Market
CIBC World Market
Ontario, Canada
$478M -$65.1M 11 1.69% Reduced
75
Neuberger Berman Group
Neuberger Berman Group
New York
$474M -$188M 13 0.46% Reduced
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