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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	Blackstone Inc New York	$831M	+$8.47M	1	3.55%	Increased
52	Dodge & Cox San Francisco, California	$799M	+$32.8M	1	0.53%	Increased
53	Mirae Asset Global Investments Seoul, South Korea	$798M	-$9.77M	20	1.71%	Reduced
54	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$787M	+$66.3M	4	4.68%	Increased
55	Citadel Advisors Miami, Florida	$761M	+$100M	31	0.16%	Increased
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$750M	-$96.5M	10	0.58%	Reduced
57	CIBC Asset Management Toronto, Ontario, Canada	$746M	-$52.8M	16	2.86%	Reduced
58	First Trust Advisors Wheaton, Illinois	$739M	-$2.02M	12	0.84%	Reduced
59	Ensign Peak Advisors Salt Lake City, Utah	$738M	-$43.7M	12	1.5%	Reduced
60	William Blair Investment Management Chicago, Illinois	$677M	-$88.8M	2	2.17%	Reduced
61	Amundi Paris, France	$647M	-$156K	11	0.33%	Reduced
62	First Manhattan New York	$633M	-$432K	12	2.32%	Reduced
63	Putnam Investments Boston, Massachusetts	$620M	+$5.25M	6	0.91%	Increased
64	AKRE Capital Management Middleburg, Virginia	$616M	+$3.74M	1	5.13%	Increased
65	EdgePoint Investment Group Toronto, Ontario, Canada	$595M	+$258M	1	5.35%	Increased
66	Cohen & Steers New York	$593M	+$105M	7	1.25%	Increased
67	Barclays London, United Kingdom	$585M	+$208M	24	0.37%	Increased
68	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$581M	+$17.8M	21	0.86%	Increased
69	ZP Zimmer Partners New York	$581M	-$95.3M	7	13.68%	Reduced
70	Point72 Asset Management Stamford, Connecticut	$579M	+$126M	13	1.72%	Increased
71	Lazard Asset Management New York	$562M	-$40.8M	8	0.69%	Reduced
72	UBS Group Zurich, Switzerland	$555M	+$62.4M	31	0.19%	Increased
73	CIBC World Market Toronto, Ontario, Canada	$546M	-$9.7M	12	1.74%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$532M	+$20.5M	21	0.6%	Increased
75	Victory Capital Management San Antonio, Texas	$526M	-$50.7M	14	0.58%	Reduced