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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	Brown Advisory Baltimore, Maryland	$847M	-$3.98M	7	2.75%	Reduced
27	BlackRock Advisors Wilmington, Delaware	$805M	+$17.7M	16	0.77%	Increased
28	Bank of America Charlotte, North Carolina	$800M	-$186M	22	0.29%	Reduced
29	Goldman Sachs New York	$778M	+$217M	16	0.26%	Increased
30	Federated Hermes Pittsburgh, Pennsylvania	$772M	+$27.5M	9	2.67%	Increased
31	APG Asset Management Amsterdam, Netherlands	$682M	+$70.3M	9	2.01%	Increased
32	TIAA CREF Investment Management New York	$671M	+$33.9M	11	0.48%	Increased
33	Ameriprise Minneapolis, Minnesota	$634M	-$1.5M	15	0.38%	Reduced
34	UBS AM Chicago, Illinois	$628M	-$45.9M	11	0.72%	Reduced
35	Principal Financial Group Des Moines, Iowa	$626M	+$25.9M	10	1.17%	Increased
36	ClearBridge Investments New York	$563M	+$27.2M	10	0.7%	Increased
37	Pictet Asset Management (UK) London, United Kingdom	$554M	-$269M	7	2.85%	Reduced
38	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$542M	-$3.37M	12	1.86%	Reduced
39	Morgan Stanley New York	$541M	+$44.2M	22	0.23%	Increased
40	LSV Asset Management Chicago, Illinois	$536M	+$70.5M	7	1.26%	Increased
41	SII Silchester International Investors London, United Kingdom	$534M	$0	1	40.51%	Maintained
42	Hotchkis & Wiley Capital Management Los Angeles, California	$518M	+$37.5M	2	2.21%	Increased
43	First Manhattan New York	$509M	+$9.92M	11	3.36%	Increased
44	California Public Employees Retirement System Sacramento, California	$507M	+$83.2M	13	0.73%	Increased
45	Neuberger Berman Group New York	$503M	+$158M	11	0.52%	Increased
46	BlackRock Investment Management Wilmington, Delaware	$483M	-$27.5M	13	0.72%	Reduced
47	New York State Common Retirement Fund Albany, New York	$462M	-$838K	8	0.72%	Reduced
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$461M	-$3.73M	9	0.96%	Reduced
49	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$460M	-$88.2M	7	1.4%	Reduced
50	Bank of Nova Scotia Toronto, Ontario, Canada	$457M	+$8.94M	7	1.93%	Increased