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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	CIBC World Market Toronto, Ontario, Canada	$1.46B	+$76.3M	24	2.38%	Increased
77	Envestnet Asset Management Chicago, Illinois	$1.45B	-$38.4M	29	0.39%	Reduced
78	Neuberger Berman Group New York	$1.42B	+$43.6M	25	1.08%	Increased
79	Vanguard Asset Management London, Ec4n 8af,	$1.42B	+$1.4B	26	1.21%	New
80	California Public Employees Retirement System Sacramento, California	$1.4B	-$171M	15	0.86%	Reduced
81	RhumbLine Advisers Boston, Massachusetts	$1.4B	-$8.58M	29	1.2%	Reduced
82	Baird Financial Group Milwaukee, Wisconsin	$1.4B	-$197M	20	2.18%	Reduced
83	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.38B	-$36.8M	20	1.66%	Reduced
84	CIBC Asset Management Toronto, Ontario, Canada	$1.37B	-$165M	23	3.35%	Reduced
85	BNP Paribas Financial Markets Paris, France	$1.37B	-$608M	31	0.66%	Reduced
86	ALPS Advisors Denver, Colorado	$1.33B	+$52M	24	6.27%	Increased
87	Jane Street New York	$1.33B	+$75.6M	37	0.17%	Increased
88	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.33B	+$5.3M	10	1.01%	Increased
89	Federated Hermes Pittsburgh, Pennsylvania	$1.21B	+$125M	19	1.97%	Increased
90	First Manhattan New York	$1.19B	-$27.5M	8	3.3%	Reduced
91	Nordea Investment Management Stockholm, Sweden	$1.16B	+$33.9M	12	1.08%	Increased
92	Atlas Infrastructure Partners London, United Kingdom	$1.07B	+$138M	3	37.78%	Increased
93	VOYA Investment Management Atlanta, Georgia	$1.07B	-$158M	23	1.12%	Reduced
94	William Blair & Company Chicago, Illinois	$1.06B	+$14.3M	21	3.04%	Increased
95	Two Sigma Investments New York	$1.04B	+$369M	25	0.84%	Increased
96	Bank of Nova Scotia Toronto, Ontario, Canada	$1.03B	+$132M	18	1.8%	Increased
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.01B	-$5.94M	25	1.07%	Reduced
98	TD Waterhouse Canada Toronto, Ontario, Canada	$1B	+$576M	34	2.98%	Increased
99	Russell Investments Group London, United Kingdom	$1B	+$15.2M	33	1.08%	Increased
100	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$984M	-$144M	18	2.27%	Reduced