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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	Dodge & Cox San Francisco, California	$1.15B	+$26.3M	2	0.69%	Increased
52	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.12B	+$72.3M	13	1.1%	Increased
53	Jennison Associates New York	$1.11B	+$21.4M	12	0.71%	Increased
54	Neuberger Berman Group New York	$1.08B	-$38.5M	16	0.89%	Reduced
55	Barclays London, United Kingdom	$1.06B	+$127M	29	0.33%	Increased
56	GQG Partners Ft. Lauderdale, Florida	$1.06B	+$530M	1	1.61%	Increased
57	Amundi Paris, France	$1.03B	+$342M	13	0.39%	Increased
58	Newport Trust Company Washington, District of Columbia	$999M	+$594M	3	2.51%	Increased
59	Bank of Nova Scotia Toronto, Ontario, Canada	$976M	-$149M	17	1.91%	Reduced
60	Mackenzie Financial Toronto Ontario, Ontario, Canada	$974M	-$20.8M	20	1.45%	Reduced
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$962M	-$74M	16	0.71%	Reduced
62	CIBC Asset Management Toronto, Ontario, Canada	$961M	-$73.2M	19	3.42%	Reduced
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$961M	-$147M	25	0.9%	Reduced
64	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$932M	-$20.2M	3	5.66%	Reduced
65	Alkeon Capital Management New York	$908M	+$585M	3	1.49%	Increased
66	HSBC Holdings London, United Kingdom	$895M	+$152M	21	0.55%	Increased
67	Eagle Capital Management (New York) New York	$886M	+$818M	1	3.28%	New
68	Citadel Advisors Miami, Florida	$813M	+$76.1M	29	0.16%	Increased
69	Raymond James & Associates St Petersburg, Florida	$784M	+$66.7M	25	0.52%	Increased
70	Boston Partners Boston, Massachusetts	$782M	-$139M	7	0.97%	Reduced
71	RhumbLine Advisers Boston, Massachusetts	$778M	+$40.4M	26	0.73%	Increased
72	ALPS Advisors Denver, Colorado	$776M	+$41.8M	11	5.33%	Increased
73	First Manhattan New York	$773M	-$7.32M	9	2.48%	Reduced
74	AKRE Capital Management Middleburg, Virginia	$767M	+$21.2M	1	6.75%	Increased
75	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$743M	-$90.7M	13	3.12%	Reduced