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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	H Hexavest Montreal, Quebec, Canada	$250M	+$116M	9	4.17%	Increased
102	Boston Partners Boston, Massachusetts	$250M	+$35.4M	4	0.36%	Increased
103	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$246M	-$5.71M	1	1.67%	Reduced
104	Barclays London, United Kingdom	$232M	-$8.77M	15	0.26%	Reduced
105	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$232M	+$13.5M	6	2.49%	Increased
106	Manning & Napier Advisors Fairport, New York	$231M	-$29.8M	1	1.01%	Reduced
107	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$225M	+$38.2M	8	2.99%	Increased
108	Renaissance Technologies New York	$224M	-$18.3M	13	0.51%	Reduced
109	LM Luminus Management Houston, Texas	$223M	+$7.81M	5	7.27%	Increased
110	ING Group Amsterdam, Netherlands	$221M	+$193M	6	1.2%	Increased
111	Adage Capital Partners Boston, Massachusetts	$218M	+$107M	7	0.54%	Increased
112	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$218M	+$25.6M	14	0.71%	Increased
113	MTB Mizuho Trust & Banking Tokyo, Japan	$218M	+$9.87M	8	0.72%	Increased
114	T TOBAM Paris, France	$217M	+$14.9M	3	7.9%	Increased
115	First Trust Advisors Wheaton, Illinois	$214M	-$15M	9	0.55%	Reduced
116	Davenport & Co Richmond, Virginia	$211M	+$11.1M	5	3.27%	Increased
117	Horizon Kinetics New York	$210M	-$16.6M	1	3.02%	Reduced
118	Hennessy Advisors Inc Novato, California	$209M	-$17M	5	6.27%	Reduced
119	Fiera Capital (Canada) Montreal, Quebec, Canada	$208M	-$9.38M	6	1.28%	Reduced
120	Thrivent Financial for Lutherans Minneapolis, Minnesota	$207M	+$1.06M	8	1.14%	Increased
121	RhumbLine Advisers Boston, Massachusetts	$206M	-$24.1M	12	0.66%	Reduced
122	Lazard Asset Management New York	$205M	+$35.2M	7	0.43%	Increased
123	Axa Paris, France	$202M	-$43.4M	8	0.81%	Reduced
124	Guardian Capital (Canada) Toronto, Ontario, Canada	$200M	+$7.39M	5	3.4%	Increased
125	Gabelli Funds Rye, New York	$198M	-$2.34M	11	1.04%	Reduced