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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
76	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$361M	+$9.17M	7	0.88%	Increased
77	Russell Frank Company Seattle, Washington	$358M	+$8M	13	0.67%	Increased
78	Credit Suisse Zurich, Switzerland	$351M	-$36.1M	16	0.42%	Reduced
79	Bank of Nova Scotia Toronto, Ontario, Canada	$343M	-$32M	8	1.86%	Reduced
80	Guggenheim Capital Chicago, Illinois	$341M	-$59.3M	13	1.05%	Reduced
81	AllianceBernstein Nashville, Tennessee	$335M	-$4.01M	11	0.29%	Reduced
82	PGGM Investments Zeist, Netherlands	$332M	+$9.31M	6	1.8%	Increased
83	Mawer Investment Management Calgary, Alberta, Canada	$320M	+$5.3M	1	4.39%	Increased
84	Mackenzie Financial Toronto Ontario, Ontario, Canada	$319M	+$11.8M	7	1.94%	Increased
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$304M	-$3.23M	16	0.36%	Reduced
86	Citigroup New York	$304M	-$1.74M	21	0.28%	Reduced
87	HSBC Holdings London, United Kingdom	$302M	-$4M	11	0.76%	Reduced
88	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$301M	+$6.49M	11	0.78%	Increased
89	Teachers Advisors New York	$297M	+$34.8M	11	0.59%	Increased
90	Lazard Asset Management New York	$297M	+$73M	7	0.71%	Increased
91	New York State Teachers Retirement System (NYSTRS) Albany, New York	$281M	+$121K	8	0.79%	Increased
92	BHG Blue Harbour Group Greenwich, Connecticut	$278M	-$107M	1	8.67%	Reduced
93	LM Luminus Management Houston, Texas	$271M	+$37.1M	4	8.39%	Increased
94	Duff & Phelps Investment Management Chicago, Illinois	$271M	-$770K	3	4.38%	Reduced
95	H Hexavest Montreal, Quebec, Canada	$271M	+$13.8M	9	4.73%	Increased
96	BWA Brave Warrior Advisors New York	$268M	+$102M	1	8.51%	Increased
97	SC Sasco Capital Fairfield, Connecticut	$262M	-$7.22M	1	5.68%	Reduced
98	William Blair Investment Management Chicago, Illinois	$258M	+$273M	3	0.53%	New
99	VOYA Investment Management Atlanta, Georgia	$254M	-$20.4M	12	0.64%	Reduced
100	CIBC Asset Management Toronto, Ontario, Canada	$251M	-$20.9M	10	2%	Reduced