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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	ClearBridge Investments New York	$2.01B	+$23.1M	11	1.61%	Increased
52	Barclays London, United Kingdom	$1.99B	+$109M	36	0.48%	Increased
53	Swiss National Bank Zurich, Switzerland	$1.98B	-$75.5M	24	1.18%	Reduced
54	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.98B	-$307M	15	1.32%	Reduced
55	W.H. Reaves & Co Jersey City, New Jersey	$1.98B	+$59.4M	11	34.57%	Increased
56	Victory Capital Management San Antonio, Texas	$1.95B	+$374M	20	1.1%	Increased
57	American Century Companies Kansas City, Missouri	$1.88B	+$158M	23	0.95%	Increased
58	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.8B	+$148M	5	5.99%	Increased
59	BNP Paribas Financial Markets Paris, France	$1.74B	+$600M	31	0.79%	Increased
60	AllianceBernstein Nashville, Tennessee	$1.71B	-$374M	25	0.54%	Reduced
61	First Trust Advisors Wheaton, Illinois	$1.69B	+$135M	25	1.23%	Increased
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.63B	-$35.5M	14	0.96%	Reduced
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.63B	-$60M	29	1.34%	Reduced
64	Newport Trust Company Washington, District of Columbia	$1.63B	-$19.9M	3	3.89%	Reduced
65	HSBC Holdings London, United Kingdom	$1.62B	+$158M	20	0.83%	Increased
66	Citigroup New York	$1.62B	-$12M	37	0.71%	Reduced
67	LPL Financial San Diego, California	$1.6B	+$133M	37	0.44%	Increased
68	CIBC Asset Management Toronto, Ontario, Canada	$1.51B	+$21M	24	3.64%	Increased
69	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.5B	-$40.6M	24	1.77%	Reduced
70	California Public Employees Retirement System Sacramento, California	$1.45B	-$110M	14	0.83%	Reduced
71	Neuberger Berman Group New York	$1.44B	+$117M	25	1.07%	Increased
72	Citadel Advisors Miami, Florida	$1.43B	+$483M	41	0.22%	Increased
73	Soroban Capital Partners New York	$1.4B	+$406M	4	9.76%	Increased
74	CIBC World Market Toronto, Ontario, Canada	$1.39B	+$96.5M	21	2.24%	Increased
75	Millennium Management New York	$1.37B	+$265M	35	0.58%	Increased