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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	William Blair Investment Management Chicago, Illinois	$275M	-$264K	3	1.09%	Reduced
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$273M	+$44.3M	9	0.87%	Increased
103	1832 Asset Management Toronto, Ontario, Canada	$266M	-$7.62M	4	1.03%	Reduced
104	CIBC Asset Management Toronto, Ontario, Canada	$265M	-$12.9M	10	1.99%	Reduced
105	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$251M	+$3.48M	1	1.74%	Increased
106	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$243M	-$21.9M	7	2.72%	Reduced
107	I.G. Investment Management Winnipeg, Manitoba, Canada	$241M	+$24M	7	0.96%	Increased
108	State of Wisconsin Investment Board Madison, Wisconsin	$236M	-$5.78M	11	0.95%	Reduced
109	BWA Brave Warrior Advisors New York	$236M	+$3.1M	1	13.2%	Increased
110	Fiera Capital (Canada) Montreal, Quebec, Canada	$235M	+$856K	8	1.32%	Increased
111	BlackRock Japan Tokyo, Japan	$233M	-$547K	7	0.84%	Reduced
112	Wedge Capital Management Charlotte, North Carolina	$231M	-$180M	5	2.39%	Reduced
113	Cohen & Steers New York	$227M	+$461K	2	0.59%	Increased
114	Robeco Institutional Asset Management Rotterdam, Netherlands	$226M	+$20M	7	1.71%	Increased
115	HSBC Holdings London, United Kingdom	$225M	-$10.2M	11	0.62%	Reduced
116	Davenport & Co Richmond, Virginia	$216M	-$5.44M	4	3.3%	Reduced
117	Citigroup New York	$216M	-$14.1M	18	0.22%	Reduced
118	Guardian Capital (Canada) Toronto, Ontario, Canada	$215M	+$20.3M	4	3.51%	Increased
119	Gabelli Funds Rye, New York	$215M	-$5.21M	11	1.27%	Reduced
120	SC Sasco Capital Fairfield, Connecticut	$213M	-$1.08M	1	5.32%	Reduced
121	Putnam Investments Boston, Massachusetts	$208M	-$4.25M	6	0.51%	Reduced
122	Aperio Group Sausalito, California	$207M	+$816K	13	1.62%	Increased
123	Nuveen Charlotte, North Carolina	$206M	+$102M	9	1.27%	Increased
124	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$206M	+$31.5M	5	2.34%	Increased
125	Perkins Investment Management Chicago, Illinois	$202M	-$12.1M	2	3.05%	Reduced