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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	$999M	-$77.5M	9	0.67%	Reduced
52	Wells Fargo San Francisco, California	$988M	-$14.5M	33	0.24%	Reduced
53	Mackenzie Financial Toronto Ontario, Ontario, Canada	$985M	-$46.1M	19	1.42%	Reduced
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$959M	-$721K	17	0.66%	Reduced
55	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$954M	+$7.31M	4	5.47%	Increased
56	Boston Partners Boston, Massachusetts	$912M	+$3.56M	7	1.09%	Increased
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$891M	-$44.2M	10	2.04%	Reduced
58	Point72 Asset Management Stamford, Connecticut	$887M	+$156M	14	2.15%	Increased
59	Barclays London, United Kingdom	$873M	-$119M	25	0.3%	Reduced
60	Blackstone Inc New York	$813M	-$1.68M	1	3.28%	Reduced
61	Millennium Management New York	$812M	+$48.2M	29	0.35%	Increased
62	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$790M	-$36.5M	15	3.4%	Reduced
63	First Manhattan New York	$785M	-$4.84M	14	2.54%	Reduced
64	Cohen & Steers New York	$784M	+$79.4M	7	1.64%	Increased
65	AKRE Capital Management Middleburg, Virginia	$752M	-$3.85M	1	6.22%	Reduced
66	ALPS Advisors Denver, Colorado	$732M	+$24.7M	11	5.18%	Increased
67	Mirae Asset Global Investments Seoul, South Korea	$715M	-$128M	22	1.55%	Reduced
68	HSBC Holdings London, United Kingdom	$689M	+$73.9M	19	0.47%	Increased
69	RhumbLine Advisers Boston, Massachusetts	$684M	+$1.16M	22	0.66%	Increased
70	Ensign Peak Advisors Salt Lake City, Utah	$678M	-$93.5M	12	1.24%	Reduced
71	Citadel Advisors Miami, Florida	$675M	+$152M	31	0.13%	Increased
72	Raymond James & Associates St Petersburg, Florida	$665M	+$14.2M	23	0.45%	Increased
73	CIBC World Market Toronto, Ontario, Canada	$658M	+$19.4M	18	1.56%	Increased
74	Victory Capital Management San Antonio, Texas	$642M	-$75.6M	14	0.63%	Reduced
75	T. Rowe Price Investment Management Baltimore, Maryland	$632M	+$36.5M	4	0.39%	Increased