← All themes

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	$472M	+$21.7M	15	0.42%	Increased
77	D.E. Shaw & Co New York	$461M	-$127M	12	0.55%	Reduced
78	OMERS Administration Corp Toronto, Ontario, Canada	$461M	-$1.85M	1	4.41%	Reduced
79	New York State Common Retirement Fund Albany, New York	$449M	-$5.67M	12	0.53%	Reduced
80	Newport Trust Company Washington, District of Columbia	$426M	-$11.5M	1	1.18%	Reduced
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$422M	-$32.8M	9	1.03%	Reduced
82	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$418M	-$13.6M	11	0.77%	Reduced
83	SII Silchester International Investors London, United Kingdom	$415M	+$2.53M	2	20.87%	Increased
84	Mawer Investment Management Calgary, Alberta, Canada	$412M	+$853K	1	3.1%	Increased
85	Orbis Allan Gray Hamilton, Bermuda	$402M	+$285M	2	2.31%	Increased
86	Davidson Kempner Capital Management New York	$387M	+$13.1M	2	4.24%	Increased
87	SA SQ Advisors Naples, Florida	$387M	-$4.45M	1	11.92%	Reduced
88	Raymond James & Associates St Petersburg, Florida	$385M	-$12M	16	0.59%	Reduced
89	Davenport & Co Richmond, Virginia	$384M	+$46.7M	5	4.45%	Increased
90	American Century Companies Kansas City, Missouri	$368M	-$3.89M	8	0.36%	Reduced
91	FIG Fortress Investment Group New York	$365M	$0	1	35.6%	Maintained
92	Duff & Phelps Investment Management Chicago, Illinois	$361M	+$1.15M	4	5.46%	Increased
93	CI Investments Inc Toronto, Ontario, Canada	$348M	+$88.3M	1	2.61%	Increased
94	Bank of Nova Scotia Toronto, Ontario, Canada	$346M	+$30.2M	12	1.54%	Increased
95	Brown Advisory Baltimore, Maryland	$341M	+$36.9M	10	0.97%	Increased
96	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$337M	+$376K	12	0.65%	Increased
97	RhumbLine Advisers Boston, Massachusetts	$332M	-$3.57M	12	0.64%	Reduced
98	Prudential Financial Newark, New Jersey	$327M	-$49.2M	11	0.48%	Reduced
99	Thrivent Financial for Lutherans Minneapolis, Minnesota	$326M	+$62M	10	1.02%	Increased
100	Asset Management One Tokyo, Japan	$321M	+$6.78M	8	0.66%	Increased