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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.41B	+$216M	27	1.23%	Increased
52	Wells Fargo San Francisco, California	$1.39B	-$30.1M	36	0.31%	Reduced
53	Newport Trust Company Washington, District of Columbia	$1.36B	-$23.9M	3	3.31%	Reduced
54	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.36B	+$11.4M	14	1.29%	Increased
55	Dodge & Cox San Francisco, California	$1.36B	-$6.91M	2	0.77%	Reduced
56	Amundi Paris, France	$1.33B	+$37.5M	13	0.49%	Increased
57	Barclays London, United Kingdom	$1.31B	-$16.6M	32	0.35%	Reduced
58	Neuberger Berman Group New York	$1.26B	-$107M	19	0.98%	Reduced
59	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.2B	-$1.35M	20	1.67%	Reduced
60	CIBC Asset Management Toronto, Ontario, Canada	$1.2B	+$28.9M	19	3.88%	Increased
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.19B	-$2.98M	12	0.83%	Reduced
62	W.H. Reaves & Co Jersey City, New Jersey	$1.11B	+$236M	9	30.39%	Increased
63	HSBC Holdings London, United Kingdom	$1.11B	-$2.16M	21	0.65%	Reduced
64	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.08B	-$92.8M	3	6.07%	Reduced
65	ClearBridge Investments (Australia) Sydney, Australia	$1.07B	-$346M	5	26.84%	Reduced
66	Millennium Management New York	$1.07B	-$387M	29	0.51%	Reduced
67	Eagle Capital Management (New York) New York	$1.06B	-$190M	1	3.95%	Reduced
68	AKRE Capital Management Middleburg, Virginia	$1.01B	+$22.4M	1	8.38%	Increased
69	Raymond James & Associates St Petersburg, Florida	$1B	+$43.5M	26	0.61%	Increased
70	Bank of Nova Scotia Toronto, Ontario, Canada	$979M	-$191M	14	1.97%	Reduced
71	Federated Hermes Pittsburgh, Pennsylvania	$964M	-$422M	14	2.12%	Reduced
72	First Manhattan New York	$957M	-$22.6M	9	2.84%	Reduced
73	RhumbLine Advisers Boston, Massachusetts	$944M	-$15.1M	28	0.85%	Reduced
74	American Century Companies Kansas City, Missouri	$926M	+$224M	20	0.54%	Increased
75	CIBC World Market Toronto, Ontario, Canada	$914M	+$112M	16	1.9%	Increased