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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	Swiss National Bank Zurich, Switzerland	$1.49B	-$57.4M	22	0.99%	Reduced
52	BNP Paribas Paris, France	$1.49B	-$1.04M	6	8.86%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.44B	-$24.1M	27	1.25%	Reduced
54	Third Point New York	$1.4B	-$312M	3	18.86%	Reduced
55	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.38B	+$27.1M	14	1.31%	Increased
56	Lone Pine Capital Greenwich, Connecticut	$1.35B	-$615M	3	10%	Reduced
57	CIBC Asset Management Toronto, Ontario, Canada	$1.31B	+$82.2M	20	4.28%	Increased
58	Rubric Capital Management (New York) New York	$1.3B	-$1.35B	2	16.67%	Reduced
59	Dodge & Cox San Francisco, California	$1.28B	-$4.64M	2	0.74%	Reduced
60	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.23B	-$49.5M	21	1.67%	Reduced
61	GQG Partners Ft. Lauderdale, Florida	$1.22B	-$154M	1	1.81%	Reduced
62	Citadel Advisors Miami, Florida	$1.2B	+$389M	34	0.21%	Increased
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.19B	-$23.2M	12	0.8%	Reduced
64	W.H. Reaves & Co Jersey City, New Jersey	$1.17B	+$16.2M	10	30.95%	Increased
65	Barclays London, United Kingdom	$1.17B	-$164M	32	0.33%	Reduced
66	Millennium Management New York	$1.16B	-$23.5M	31	0.57%	Reduced
67	HSBC Holdings London, United Kingdom	$1.14B	+$21.4M	21	0.66%	Increased
68	Neuberger Berman Group New York	$1.11B	-$205M	20	0.88%	Reduced
69	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.1B	-$65.6M	3	6.42%	Reduced
70	AKRE Capital Management Middleburg, Virginia	$1.09B	+$1.74M	1	9.43%	Increased
71	American Century Companies Kansas City, Missouri	$1.05B	+$23.7M	20	0.6%	Increased
72	First Manhattan New York	$1B	-$37.7M	9	2.94%	Reduced
73	ClearBridge Investments (Australia) Sydney, Australia	$979M	-$106M	4	25.66%	Reduced
74	Envestnet Asset Management Chicago, Illinois	$963M	+$25.1M	23	0.31%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$962M	-$251K	28	0.86%	Reduced