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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	$1.43B	+$5.82M	23	1.01%	Increased
52	1832 Asset Management Toronto, Ontario, Canada	$1.42B	-$554M	13	1.29%	Reduced
53	Dodge & Cox San Francisco, California	$1.36B	+$35M	2	0.77%	Increased
54	Millennium Management New York	$1.34B	+$289M	33	0.71%	Increased
55	Rubric Capital Management (New York) New York	$1.33B	+$76M	2	23.9%	Increased
56	Third Point New York	$1.32B	+$105M	4	20.1%	Increased
57	Citadel Advisors Miami, Florida	$1.3B	+$185M	35	0.25%	Increased
58	CIBC Asset Management Toronto, Ontario, Canada	$1.24B	+$59.2M	19	4.12%	Increased
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.21B	+$59.9M	12	0.85%	Increased
60	D.E. Shaw & Co New York	$1.17B	+$435M	22	1.04%	Increased
61	W.H. Reaves & Co Jersey City, New Jersey	$1.16B	+$19.7M	11	29.48%	Increased
62	VanEck Associates New York	$1.12B	+$392M	22	1.45%	Increased
63	HSBC Holdings London, United Kingdom	$1.11B	+$18.3M	20	0.69%	Increased
64	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.09B	+$11.7M	22	1.55%	Increased
65	AQR Capital Management Greenwich, Connecticut	$1.08B	+$672M	26	1.11%	Increased
66	BNP Paribas Financial Markets Paris, France	$1.03B	+$162M	30	0.6%	Increased
67	DZ Bank Frankfurt Am Main, Germany	$1.02B	-$1.03B	11	1.14%	Reduced
68	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.01B	-$344M	29	0.96%	Reduced
69	AKRE Capital Management Middleburg, Virginia	$1B	+$7.08M	1	9.62%	Increased
70	First Trust Advisors Wheaton, Illinois	$994M	+$255M	21	0.88%	Increased
71	Citigroup New York	$985M	+$152M	33	0.5%	Increased
72	Envestnet Asset Management Chicago, Illinois	$984M	+$31.2M	23	0.32%	Increased
73	First Manhattan New York	$961M	+$56.3M	9	2.8%	Increased
74	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$946M	+$52.2M	8	0.91%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$936M	+$14.9M	29	0.88%	Increased