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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	+$133K	7	0.82%	Increased
77	Janus Henderson Investors US Denver, Colorado	$358M	-$105M	9	0.31%	Reduced
78	Guggenheim Capital Chicago, Illinois	$347M	+$1.3M	14	1.01%	Increased
79	Credit Suisse Zurich, Switzerland	$342M	-$9.56M	15	0.39%	Reduced
80	H Hexavest Montreal, Quebec, Canada	$337M	+$56M	10	5.33%	Increased
81	BHG Blue Harbour Group Greenwich, Connecticut	$336M	$0	1	10.74%	Maintained
82	PGGM Investments Zeist, Netherlands	$328M	-$4.28M	6	1.74%	Reduced
83	Mawer Investment Management Calgary, Alberta, Canada	$326M	+$7.5M	1	4.19%	Increased
84	Mackenzie Financial Toronto Ontario, Ontario, Canada	$321M	+$1.77M	7	1.99%	Increased
85	AllianceBernstein Nashville, Tennessee	$319M	-$15.9M	12	0.27%	Reduced
86	1832 Asset Management Toronto, Ontario, Canada	$313M	-$89.9M	7	1.35%	Reduced
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$307M	+$4.85M	11	0.75%	Increased
88	Teachers Advisors New York	$303M	+$4.41M	11	0.57%	Increased
89	LM Luminus Management Houston, Texas	$300M	+$31.9M	3	11.17%	Increased
90	Citigroup New York	$293M	-$15.3M	21	0.29%	Reduced
91	Bank of Nova Scotia Toronto, Ontario, Canada	$292M	-$54.7M	8	1.5%	Reduced
92	Lazard Asset Management New York	$291M	-$7.09M	7	0.67%	Reduced
93	CIBC Asset Management Toronto, Ontario, Canada	$288M	+$39.7M	11	2.37%	Increased
94	New York State Teachers Retirement System (NYSTRS) Albany, New York	$283M	+$869K	8	0.75%	Increased
95	BWA Brave Warrior Advisors New York	$282M	+$14M	1	11.19%	Increased
96	Boston Partners Boston, Massachusetts	$277M	+$13M	4	0.4%	Increased
97	William Blair Investment Management Chicago, Illinois	$272M	+$11.7M	3	1.1%	Increased
98	Duff & Phelps Investment Management Chicago, Illinois	$265M	-$981K	3	4.45%	Reduced
99	PNC Financial Services Group Pittsburgh, Pennsylvania	$260M	-$38.6M	12	0.31%	Reduced
100	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$252M	-$990K	10	3.23%	Reduced