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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	MTB Mizuho Trust & Banking Tokyo, Japan	$279M	+$12.5M	8	0.88%	Increased
102	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$266M	-$13.2M	7	2.99%	Reduced
103	Raymond James & Associates St Petersburg, Florida	$266M	+$15.8M	13	0.9%	Increased
104	RhumbLine Advisers Boston, Massachusetts	$260M	+$11.6M	12	0.81%	Increased
105	Barclays London, United Kingdom	$252M	+$41.5M	16	0.38%	Increased
106	Fiera Capital (Canada) Montreal, Quebec, Canada	$243M	+$26.9M	8	1.79%	Increased
107	BWA Brave Warrior Advisors New York	$241M	-$61.7M	1	11.76%	Reduced
108	State of Wisconsin Investment Board Madison, Wisconsin	$237M	-$12M	11	0.93%	Reduced
109	HSBC Holdings London, United Kingdom	$234M	-$44.3M	12	0.66%	Reduced
110	Citigroup New York	$233M	-$87.3M	19	0.26%	Reduced
111	BlackRock Japan Tokyo, Japan	$227M	+$3.18M	7	0.84%	Increased
112	I.G. Investment Management Winnipeg, Manitoba, Canada	$226M	+$8.98M	8	0.91%	Increased
113	Davenport & Co Richmond, Virginia	$225M	+$1.48M	5	3.53%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$218M	-$4.92M	9	0.83%	Reduced
115	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$218M	-$404K	1	1.52%	Reduced
116	Manning & Napier Advisors Fairport, New York	$216M	-$13.4M	1	1.25%	Reduced
117	Duff & Phelps Investment Management Chicago, Illinois	$215M	-$82.5M	4	3.4%	Reduced
118	Cohen & Steers New York	$214M	-$17.8M	2	0.59%	Reduced
119	Bank of Nova Scotia Toronto, Ontario, Canada	$209M	-$98.7M	9	1.29%	Reduced
120	Guardian Capital (Canada) Toronto, Ontario, Canada	$208M	+$3.53M	3	3.51%	Increased
121	Gabelli Funds Rye, New York	$206M	-$11M	11	1.24%	Reduced
122	SC Sasco Capital Fairfield, Connecticut	$206M	-$14.8M	1	5.26%	Reduced
123	Putnam Investments Boston, Massachusetts	$202M	-$3.71M	6	0.48%	Reduced
124	Aperio Group Sausalito, California	$202M	+$8.69M	13	1.72%	Increased
125	Perkins Investment Management Chicago, Illinois	$200M	-$8.56M	2	3.01%	Reduced