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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	Goldman Sachs New York	$959M	+$98.7M	18	0.3%	Increased
27	APG Asset Management Amsterdam, Netherlands	$941M	+$108M	9	2.01%	Increased
28	Wells Fargo San Francisco, California	$932M	-$45.9M	21	0.38%	Reduced
29	Federated Hermes Pittsburgh, Pennsylvania	$888M	+$29M	9	2.79%	Increased
30	UBS AM Chicago, Illinois	$806M	+$68.3M	11	0.81%	Increased
31	Hotchkis & Wiley Capital Management Los Angeles, California	$772M	-$43.9M	2	2.73%	Reduced
32	Massachusetts Financial Services Boston, Massachusetts	$761M	-$146M	7	0.4%	Reduced
33	LSV Asset Management Chicago, Illinois	$733M	+$5.32M	5	1.62%	Increased
34	Ameriprise Minneapolis, Minnesota	$705M	-$68.9M	17	0.42%	Reduced
35	BlackRock Advisors Wilmington, Delaware	$666M	+$24.6M	13	0.63%	Increased
36	Morgan Stanley New York	$642M	-$28.8M	21	0.25%	Reduced
37	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$640M	+$5.24M	13	2.09%	Increased
38	ClearBridge Investments New York	$599M	+$11.8M	11	0.67%	Increased
39	SII Silchester International Investors London, United Kingdom	$588M	-$1.39M	1	42.03%	Reduced
40	Pictet Asset Management (UK) London, United Kingdom	$581M	+$65M	7	2.77%	Increased
41	TIAA CREF Investment Management New York	$580M	-$38.9M	10	0.4%	Reduced
42	Neuberger Berman Group New York	$577M	-$59.8M	10	0.56%	Reduced
43	California Public Employees Retirement System Sacramento, California	$576M	-$1.86M	12	0.78%	Reduced
44	Brown Advisory Baltimore, Maryland	$565M	-$92.6M	7	1.78%	Reduced
45	First Manhattan New York	$564M	-$13.6M	11	3.58%	Reduced
46	Evercore Trust Company New York	$546M	-$18.3M	1	1.95%	Reduced
47	New York State Common Retirement Fund Albany, New York	$535M	+$6.56M	9	0.79%	Increased
48	Nordea Investment Management Stockholm, Sweden	$520M	+$67.4M	7	2.17%	Increased
49	American Century Companies Kansas City, Missouri	$519M	+$19.6M	9	0.59%	Increased
50	BlackRock Investment Management Wilmington, Delaware	$508M	+$19.2M	16	0.68%	Increased