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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$374M	+$96.7M	8	0.93%	Increased
77	Guggenheim Capital Chicago, Illinois	$373M	+$27.2M	12	1.01%	Increased
78	Raymond James & Associates St Petersburg, Florida	$366M	+$40.7M	15	0.85%	Increased
79	Prudential Financial Newark, New Jersey	$355M	-$103M	9	0.55%	Reduced
80	AllianceBernstein Nashville, Tennessee	$341M	-$4.02M	11	0.27%	Reduced
81	1832 Asset Management Toronto, Ontario, Canada	$336M	+$282K	5	1.2%	Increased
82	PGGM Investments Zeist, Netherlands	$334M	-$19.6M	6	1.73%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$331M	+$7.7M	9	0.77%	Increased
84	Mawer Investment Management Calgary, Alberta, Canada	$326M	-$4.82M	1	3.15%	Reduced
85	New York State Teachers Retirement System (NYSTRS) Albany, New York	$306M	-$4.85M	8	0.78%	Reduced
86	Thrivent Financial for Lutherans Minneapolis, Minnesota	$305M	-$14.6M	9	1.32%	Reduced
87	Burgundy Asset Management Toronto, Ontario, Canada	$304M	-$75.9M	2	2.96%	Reduced
88	Asset Management One Tokyo, Japan	$303M	-$20.8M	7	0.8%	Reduced
89	Adage Capital Partners Boston, Massachusetts	$301M	+$67.7M	5	0.76%	Increased
90	H Hexavest Montreal, Quebec, Canada	$299M	+$49.5M	9	3.56%	Increased
91	Bank of Nova Scotia Toronto, Ontario, Canada	$295M	+$89.1M	11	1.26%	Increased
92	UBS Group Zurich, Switzerland	$294M	-$25M	22	0.16%	Reduced
93	SA SQ Advisors Naples, Florida	$284M	-$16.1M	1	10.85%	Reduced
94	CIBC Asset Management Toronto, Ontario, Canada	$281M	+$15.9M	10	1.93%	Increased
95	Neuberger Berman Group New York	$275M	-$34.2M	11	0.35%	Reduced
96	Citigroup New York	$274M	+$48.6M	17	0.24%	Increased
97	PNC Financial Services Group Pittsburgh, Pennsylvania	$273M	-$2.36M	13	0.3%	Reduced
98	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$272M	+$9.6M	4	2.33%	Increased
99	State Board of Administration of Florida Retirement System Tallahassee, Florida	$267M	-$838K	9	0.77%	Reduced
100	Barclays London, United Kingdom	$263M	+$44.8M	15	0.29%	Increased