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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	Citigroup New York	$344M	-$6.76M	26	0.25%	Reduced
102	Scotia Capital Toronto, Ontario, Canada	$329M	+$10.3M	7	2.66%	Increased
103	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$324M	+$68.8M	10	3.25%	Increased
104	Russell Investments Group London, United Kingdom	$318M	-$33.2M	17	0.7%	Reduced
105	Janus Henderson Group London,	$309M	+$38.4M	15	0.23%	Increased
106	LSV Asset Management Chicago, Illinois	$305M	-$36.1M	4	0.72%	Reduced
107	Fiera Capital (Canada) Montreal, Quebec, Canada	$304M	-$10.8M	2	1.09%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$299M	-$2.57M	13	0.77%	Reduced
109	London Company of Virginia Richmond, Virginia	$298M	+$12.2M	1	1.89%	Increased
110	CI Investments Inc Toronto, Ontario, Canada	$294M	+$26.6M	11	1.52%	Increased
111	Nordea Investment Management Stockholm, Sweden	$293M	-$11.9M	8	0.47%	Reduced
112	SCA Southpoint Capital Advisors New York	$291M	+$36.9M	1	7.84%	Increased
113	Orbis Allan Gray Hamilton, Bermuda	$290M	+$172M	1	2.38%	Increased
114	Cooke & Bieler Philadelphia, Pennsylvania	$285M	-$7.34M	2	3.06%	Reduced
115	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$283M	+$10.8M	11	2.17%	Increased
116	Barclays London, United Kingdom	$275M	+$12.5M	24	0.3%	Increased
117	T. Rowe Price Investment Management Baltimore, Maryland	$273M	+$298M	2	0.22%	New
118	TD Waterhouse Canada Toronto, Ontario, Canada	$272M	+$11.2M	15	3.09%	Increased
119	ClearBridge Investments New York	$266M	+$21.3M	7	0.27%	Increased
120	Confluence Investment Management St. Louis, Missouri	$266M	+$645K	6	4.44%	Increased
121	Korea Investment Corp Seoul, South Korea	$266M	+$40M	9	0.82%	Increased
122	New York State Teachers Retirement System (NYSTRS) Albany, New York	$261M	+$17.9M	9	0.68%	Increased
123	Energy Income Partners Westport, Connecticut	$252M	-$53.1M	4	5.89%	Reduced
124	British Columbia Investment Management Victoria, British Columbia, Canada	$252M	+$24.7M	13	2.84%	Increased
125	Eaton Vance Management Boston, Massachusetts	$246M	+$49.6M	9	0.37%	Increased