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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
101	Manning & Napier Advisors Fairport, New York	$252M	-$3.59M	1	1.19%	Reduced
102	First Trust Advisors Wheaton, Illinois	$245M	-$80.4M	9	0.72%	Reduced
103	RhumbLine Advisers Boston, Massachusetts	$244M	-$491K	10	0.71%	Reduced
104	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$244M	+$12.5M	1	1.63%	Increased
105	Hennessy Advisors Inc Novato, California	$241M	+$1.77M	5	6.94%	Increased
106	Horizon Kinetics New York	$231M	-$18.2M	2	3.19%	Reduced
107	Boston Partners Boston, Massachusetts	$229M	-$20.9M	4	0.34%	Reduced
108	LM Luminus Management Houston, Texas	$229M	+$18.2M	4	8.12%	Increased
109	Davis Selected Advisers Tucson, Arizona	$228M	-$31.8M	1	0.78%	Reduced
110	Millennium Management New York	$227M	-$91.6M	13	0.42%	Reduced
111	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$227M	+$10.4M	6	2.38%	Increased
112	Fiera Capital (Canada) Montreal, Quebec, Canada	$223M	+$46.2M	6	1.66%	Increased
113	MTB Mizuho Trust & Banking Tokyo, Japan	$223M	-$2.2M	8	0.76%	Reduced
114	Thrivent Financial for Lutherans Minneapolis, Minnesota	$221M	-$46.3M	9	1.22%	Reduced
115	T TOBAM Paris, France	$218M	+$91.8M	3	6.65%	Increased
116	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$218M	-$179M	7	0.61%	Reduced
117	CIBC Asset Management Toronto, Ontario, Canada	$215M	-$19.1M	10	1.53%	Reduced
118	Artisan Partners Milwaukee, Wisconsin	$214M	+$24.9M	1	0.39%	Increased
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$210M	-$19.9M	9	0.72%	Reduced
120	Gabelli Funds Rye, New York	$209M	-$9.92M	11	1.06%	Reduced
121	Davenport & Co Richmond, Virginia	$206M	+$5.15M	5	3.17%	Increased
122	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$206M	-$23.2M	13	0.76%	Reduced
123	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$204M	-$12.8M	11	1.51%	Reduced
124	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$204M	+$22.7M	8	2.75%	Increased
125	Cohen & Steers New York	$199M	+$62.4M	3	0.54%	Increased