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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 Asset Management Toronto, Ontario, Canada	$780M	+$11.5M	15	3.09%	Increased
52	Ensign Peak Advisors Salt Lake City, Utah	$771M	-$6.4M	12	1.67%	Reduced
53	Blackstone Inc New York	$769M	$0	1	3.15%	Maintained
54	Jennison Associates New York	$763M	+$75.5M	10	0.7%	Increased
55	First Trust Advisors Wheaton, Illinois	$745M	+$33.9M	13	0.86%	Increased
56	Mirae Asset Global Investments Seoul, South Korea	$700M	+$8.46M	20	1.63%	Increased
57	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$692M	+$54.1M	4	4.27%	Increased
58	William Blair Investment Management Chicago, Illinois	$669M	-$19.3M	3	2.33%	Reduced
59	Oaktree Capital Management Los Angeles, California	$648M	-$84.3M	2	7.17%	Reduced
60	Citadel Advisors Miami, Florida	$647M	-$107M	30	0.14%	Reduced
61	ZP Zimmer Partners New York	$646M	+$11.7M	7	13.26%	Increased
62	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$646M	-$27.5M	5	2.5%	Reduced
63	Amundi Paris, France	$638M	+$35.3M	12	0.34%	Increased
64	First Manhattan New York	$616M	+$40.7M	12	2.36%	Increased
65	AKRE Capital Management Middleburg, Virginia	$593M	+$27.7M	1	5.22%	Increased
66	Lazard Asset Management New York	$587M	-$11.8M	8	0.77%	Reduced
67	Victory Capital Management San Antonio, Texas	$555M	+$18M	14	0.62%	Increased
68	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$547M	+$300M	18	0.89%	Increased
69	Putnam Investments Boston, Massachusetts	$532M	+$114M	6	0.85%	Increased
70	CIBC World Market Toronto, Ontario, Canada	$530M	+$16.6M	11	1.79%	Increased
71	Duff & Phelps Investment Management Chicago, Illinois	$519M	-$8.89M	7	6.3%	Reduced
72	RhumbLine Advisers Boston, Massachusetts	$504M	+$8.35M	17	0.62%	Increased
73	Renaissance Technologies New York	$500M	-$84M	18	0.66%	Reduced
74	Raymond James & Associates St Petersburg, Florida	$494M	+$60.2M	21	0.43%	Increased
75	Cohen & Steers New York	$490M	+$116M	7	1.06%	Increased