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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	Credit Suisse Zurich, Switzerland	$406M	+$21.3M	14	0.38%	Increased
77	BHG Blue Harbour Group Greenwich, Connecticut	$405M	$0	1	14.99%	Maintained
78	Mackenzie Financial Toronto Ontario, Ontario, Canada	$402M	-$20.9M	5	2.51%	Reduced
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$400M	+$3.45M	9	0.83%	Increased
80	Teachers Advisors New York	$400M	-$1.08M	9	0.67%	Reduced
81	William Blair Investment Management Chicago, Illinois	$378M	+$83.5M	4	1.43%	Increased
82	Neuberger Berman Group New York	$377M	-$12.2M	11	0.51%	Reduced
83	Boston Partners Boston, Massachusetts	$369M	-$29M	5	0.52%	Reduced
84	PGGM Investments Zeist, Netherlands	$349M	+$8.26M	6	1.75%	Increased
85	AllianceBernstein Nashville, Tennessee	$349M	-$26.9M	12	0.29%	Reduced
86	SA SQ Advisors Naples, Florida	$344M	-$74.6M	1	13.71%	Reduced
87	Lazard Asset Management New York	$339M	+$15.8M	8	0.67%	Increased
88	Guggenheim Capital Chicago, Illinois	$337M	-$19.2M	14	1.05%	Reduced
89	Mawer Investment Management Calgary, Alberta, Canada	$323M	-$16.2M	1	3.39%	Reduced
90	Raymond James & Associates St Petersburg, Florida	$321M	+$42.4M	13	0.88%	Increased
91	UBS Group Zurich, Switzerland	$320M	-$17.9M	23	0.19%	Reduced
92	VOYA Investment Management Atlanta, Georgia	$314M	+$3.11M	9	0.59%	Increased
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$307M	-$5.16M	9	0.82%	Reduced
94	Duff & Phelps Investment Management Chicago, Illinois	$301M	+$33.3M	5	4.23%	Increased
95	Thrivent Financial for Lutherans Minneapolis, Minnesota	$297M	-$25.1M	9	1.35%	Reduced
96	RhumbLine Advisers Boston, Massachusetts	$289M	+$12.8M	9	0.8%	Increased
97	MTB Mizuho Trust & Banking Tokyo, Japan	$288M	+$13M	7	0.85%	Increased
98	Burgundy Asset Management Toronto, Ontario, Canada	$286M	-$48.4M	2	2.83%	Reduced
99	CIBC Asset Management Toronto, Ontario, Canada	$282M	+$2.34M	10	2.08%	Increased
100	1832 Asset Management Toronto, Ontario, Canada	$282M	-$937K	5	1.06%	Reduced