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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	Wells Fargo San Francisco, California	$832M	+$20.6M	19	0.4%	Increased
27	Pictet Asset Management (UK) London, United Kingdom	$817M	-$58.1M	7	4.56%	Reduced
28	BlackRock Advisors Wilmington, Delaware	$767M	-$11.9M	15	0.77%	Reduced
29	Brown Advisory Baltimore, Maryland	$754M	+$35.8M	7	2.69%	Increased
30	Federated Hermes Pittsburgh, Pennsylvania	$731M	+$134M	9	2.82%	Increased
31	UBS AM Chicago, Illinois	$667M	+$7.72M	11	0.82%	Increased
32	Ameriprise Minneapolis, Minnesota	$628M	-$4.22M	16	0.41%	Reduced
33	TIAA CREF Investment Management New York	$617M	-$33.6M	11	0.48%	Reduced
34	APG Asset Management Amsterdam, Netherlands	$615M	+$52.7M	9	1.94%	Increased
35	Principal Financial Group Des Moines, Iowa	$582M	+$56.7M	10	1.2%	Increased
36	Goldman Sachs New York	$553M	+$9.86M	18	0.2%	Increased
37	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$516M	+$9.84M	10	1.81%	Increased
38	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$513M	+$14.9M	9	1.46%	Increased
39	BlackRock Investment Management Wilmington, Delaware	$499M	-$4.85M	13	0.82%	Reduced
40	Hotchkis & Wiley Capital Management Los Angeles, California	$493M	+$148M	2	2.27%	Increased
41	First Manhattan New York	$481M	+$9.46M	11	3.36%	Increased
42	ClearBridge Investments New York	$481M	+$5.08M	10	0.67%	Increased
43	Morgan Stanley New York	$480M	+$813K	17	0.23%	Increased
44	LSV Asset Management Chicago, Illinois	$469M	+$14.1M	8	1.2%	Increased
45	Managed Account Advisors Jersey City, New Jersey	$461M	+$10.6K	11	0.68%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$455M	+$3.06M	9	0.98%	Increased
47	New York State Common Retirement Fund Albany, New York	$454M	-$13.6M	8	0.76%	Reduced
48	SII Silchester International Investors London, United Kingdom	$451M	$0	1	35.77%	Maintained
49	Evercore Trust Company New York	$451M	-$2.98M	1	1.69%	Reduced
50	1832 Asset Management Toronto, Ontario, Canada	$438M	-$104M	4	1.94%	Reduced