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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
26	Massachusetts Financial Services Boston, Massachusetts	$816M	+$839M	8	0.55%	New
27	Wells Fargo San Francisco, California	$804M	+$824M	20	0.42%	New
28	Bank of America Charlotte, North Carolina	$766M	+$787M	21	0.32%	New
29	BlackRock Advisors Wilmington, Delaware	$730M	+$755M	15	0.77%	New
30	UBS AM Chicago, Illinois	$674M	+$691M	11	0.87%	New
31	TIAA CREF Investment Management New York	$650M	+$662M	11	0.53%	New
32	Ameriprise Minneapolis, Minnesota	$608M	+$620M	16	0.42%	New
33	Federated Hermes Pittsburgh, Pennsylvania	$608M	+$631M	9	2.41%	New
34	Brown Advisory Baltimore, Maryland	$599M	+$614M	6	2.4%	New
35	APG Asset Management Amsterdam, Netherlands	$593M	+$609M	9	1.85%	New
36	Goldman Sachs New York	$556M	+$570M	18	0.21%	New
37	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$542M	+$548M	8	1.57%	New
38	1832 Asset Management Toronto, Ontario, Canada	$521M	+$531M	3	2.28%	New
39	Principal Financial Group Des Moines, Iowa	$507M	+$517M	10	1.12%	New
40	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$504M	+$510M	10	1.89%	New
41	Evercore Trust Company New York	$500M	+$494M	1	1.93%	New
42	BlackRock Investment Management Wilmington, Delaware	$487M	+$502M	13	0.87%	New
43	Morgan Stanley New York	$480M	+$495M	18	0.24%	New
44	First Manhattan New York	$479M	+$462M	11	3.3%	New
45	LSV Asset Management Chicago, Illinois	$467M	+$476M	7	1.25%	New
46	New York State Common Retirement Fund Albany, New York	$466M	+$479M	11	0.82%	New
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$451M	+$464M	9	1.02%	New
48	AL AJO LP Philadelphia, Pennsylvania	$434M	+$443M	5	2.02%	New
49	Managed Account Advisors Jersey City, New Jersey	$430M	+$440M	11	0.66%	New
50	Swiss National Bank Zurich, Switzerland	$424M	+$434M	12	1.86%	New