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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	$885M	-$65.4M	7	0.48%	Reduced
27	Federated Hermes Pittsburgh, Pennsylvania	$836M	+$7.98M	9	2.79%	Increased
28	Goldman Sachs New York	$800M	-$32M	17	0.26%	Reduced
29	Principal Financial Group Des Moines, Iowa	$779M	+$99.9M	10	1.39%	Increased
30	APG Asset Management Amsterdam, Netherlands	$775M	+$32M	9	2.02%	Increased
31	Hotchkis & Wiley Capital Management Los Angeles, California	$768M	+$145M	2	2.85%	Increased
32	Ameriprise Minneapolis, Minnesota	$738M	+$30.2M	16	0.44%	Increased
33	UBS AM Chicago, Illinois	$695M	+$17.7M	11	0.74%	Increased
34	Brown Advisory Baltimore, Maryland	$665M	-$158M	7	2.12%	Reduced
35	BlackRock Advisors Wilmington, Delaware	$653M	-$223M	14	0.64%	Reduced
36	Morgan Stanley New York	$652M	+$75.4M	22	0.27%	Increased
37	LSV Asset Management Chicago, Illinois	$641M	+$39.6M	6	1.49%	Increased
38	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$613M	+$36M	12	2.14%	Increased
39	Neuberger Berman Group New York	$612M	+$69.1M	10	0.62%	Increased
40	TIAA CREF Investment Management New York	$594M	-$114M	12	0.43%	Reduced
41	ClearBridge Investments New York	$591M	+$36.3M	11	0.7%	Increased
42	California Public Employees Retirement System Sacramento, California	$552M	+$2.45M	12	0.79%	Increased
43	SII Silchester International Investors London, United Kingdom	$550M	-$1.51M	1	38.56%	Reduced
44	First Manhattan New York	$537M	+$1.33M	11	3.54%	Increased
45	New York State Common Retirement Fund Albany, New York	$500M	+$1.66M	8	0.77%	Increased
46	Managed Account Advisors Jersey City, New Jersey	$494M	+$5.54M	11	0.64%	Increased
47	Pictet Asset Management (UK) London, United Kingdom	$494M	-$110M	7	2.47%	Reduced
48	CIBC World Market Toronto, Ontario, Canada	$490M	+$9.84M	8	1.87%	Increased
49	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$486M	-$14.6M	6	1.46%	Reduced
50	Bank of Nova Scotia Toronto, Ontario, Canada	$484M	+$1.87M	7	2.01%	Increased