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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	LC LNZ Capital New York	$253M	+$51.9M	5	33.83%	Increased
102	CIBC Asset Management Toronto, Ontario, Canada	$245M	-$22.5M	10	1.76%	Reduced
103	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$241M	-$4M	4	2.19%	Reduced
104	VOYA Investment Management Atlanta, Georgia	$240M	-$71.7M	9	0.57%	Reduced
105	BlackRock Japan Tokyo, Japan	$238M	+$8.59M	8	0.79%	Increased
106	Credit Agricole Montrouge Cedex, France	$237M	+$22.8M	10	0.76%	Increased
107	HSBC Holdings London, United Kingdom	$236M	+$21.6M	12	0.55%	Increased
108	H Hexavest Montreal, Quebec, Canada	$236M	+$61.8M	10	3.23%	Increased
109	Robeco Institutional Asset Management Rotterdam, Netherlands	$232M	+$14.4M	7	1.82%	Increased
110	Hennessy Advisors Inc Novato, California	$223M	-$14.6M	5	6.6%	Reduced
111	Guardian Capital (Canada) Toronto, Ontario, Canada	$221M	-$3.39M	3	3.26%	Reduced
112	BWA Brave Warrior Advisors New York	$221M	+$5.07M	1	10.52%	Increased
113	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$218M	-$1.31M	8	2.62%	Reduced
114	Davenport & Co Richmond, Virginia	$215M	+$511K	4	3.09%	Increased
115	Adage Capital Partners Boston, Massachusetts	$215M	-$25.5M	5	0.59%	Reduced
116	Barclays London, United Kingdom	$210M	+$25.7M	16	0.23%	Increased
117	Citigroup New York	$209M	-$229M	17	0.19%	Reduced
118	CI Global Investments Oakland, California	$203M	-$18.3M	1	4.85%	Reduced
119	Fiera Capital (Canada) Montreal, Quebec, Canada	$202M	-$9.15M	7	1.13%	Reduced
120	Gabelli Funds Rye, New York	$202M	-$12.3M	11	1.19%	Reduced
121	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$194M	+$20.8M	4	1.24%	Increased
122	Axa Paris, France	$193M	+$30.3M	7	0.9%	Increased
123	W.H. Reaves & Co Jersey City, New Jersey	$188M	-$2.22M	4	7.05%	Reduced
124	Putnam Investments Boston, Massachusetts	$188M	-$6.08M	7	0.45%	Reduced
125	State of Wisconsin Investment Board Madison, Wisconsin	$187M	-$35.8M	11	0.81%	Reduced