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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	Legal & General Group London, United Kingdom	$953M	+$12M	11	1.14%	Increased
27	Principal Financial Group Des Moines, Iowa	$935M	-$46M	10	1.59%	Reduced
28	APG Asset Management Amsterdam, Netherlands	$911M	+$20.7M	9	1.84%	Increased
29	Federated Hermes Pittsburgh, Pennsylvania	$838M	-$13.9M	9	2.7%	Reduced
30	Goldman Sachs New York	$823M	-$77.9M	17	0.26%	Reduced
31	UBS AM Chicago, Illinois	$790M	+$25.4M	11	0.78%	Increased
32	Hotchkis & Wiley Capital Management Los Angeles, California	$745M	+$35.9M	2	2.7%	Increased
33	Massachusetts Financial Services Boston, Massachusetts	$719M	+$18.3M	7	0.38%	Increased
34	LSV Asset Management Chicago, Illinois	$707M	+$27.6M	5	1.55%	Increased
35	Allianz Asset Management Munich, Germany	$702M	+$380M	12	0.85%	Increased
36	SII Silchester International Investors London, United Kingdom	$691M	-$24M	1	44.74%	Reduced
37	Morgan Stanley New York	$663M	+$49.8M	22	0.25%	Increased
38	Ameriprise Minneapolis, Minnesota	$657M	-$5.03M	16	0.39%	Reduced
39	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$623M	-$18M	13	2.18%	Reduced
40	Pictet Asset Management (UK) London, United Kingdom	$619M	+$71.3M	7	2.98%	Increased
41	BlackRock Advisors Wilmington, Delaware	$608M	-$27.7M	13	0.6%	Reduced
42	ClearBridge Investments New York	$597M	+$69.8M	10	0.66%	Increased
43	Nordea Investment Management Stockholm, Sweden	$594M	+$106M	8	2.38%	Increased
44	First Manhattan New York	$570M	-$6.5M	12	3.31%	Reduced
45	Neuberger Berman Group New York	$545M	-$30.2M	10	0.56%	Reduced
46	Beutel, Goodman & Co Toronto, Ontario, Canada	$541M	+$321M	2	4.72%	Increased
47	TIAA CREF Investment Management New York	$538M	-$8.27M	10	0.38%	Reduced
48	Managed Account Advisors Jersey City, New Jersey	$534M	+$99.5M	12	0.6%	Increased
49	California Public Employees Retirement System Sacramento, California	$524M	-$16M	12	0.72%	Reduced
50	Bank of Nova Scotia Toronto, Ontario, Canada	$520M	+$11.1M	8	2.11%	Increased