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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	Bank of America Charlotte, North Carolina	$1.08B	-$73.4M	21	0.39%	Reduced
27	Principal Financial Group Des Moines, Iowa	$1.05B	+$6.09M	10	1.63%	Increased
28	Legal & General Group London, United Kingdom	$1.04B	-$27.1M	11	1.22%	Reduced
29	APG Asset Management Amsterdam, Netherlands	$942M	-$93.9M	9	1.81%	Reduced
30	Federated Hermes Pittsburgh, Pennsylvania	$939M	+$5.36M	9	2.9%	Increased
31	Ameriprise Minneapolis, Minnesota	$890M	+$150M	12	0.52%	Increased
32	UBS AM Chicago, Illinois	$888M	+$3.21M	11	0.84%	Increased
33	LSV Asset Management Chicago, Illinois	$821M	+$23.2M	5	1.7%	Increased
34	Morgan Stanley New York	$810M	+$85.3M	22	0.3%	Increased
35	Managed Account Advisors Jersey City, New Jersey	$800M	+$200M	12	0.79%	Increased
36	Allianz Asset Management Munich, Germany	$748M	-$14.7M	12	0.83%	Reduced
37	Pictet Asset Management (UK) London, United Kingdom	$698M	+$65.9K	7	3.13%	Increased
38	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$698M	+$20M	13	2.76%	Increased
39	Massachusetts Financial Services Boston, Massachusetts	$673M	-$112M	7	0.34%	Reduced
40	Janus Henderson Investors US Denver, Colorado	$672M	+$96.4M	9	0.58%	Increased
41	Nordea Investment Management Stockholm, Sweden	$648M	-$34.8M	8	2.39%	Reduced
42	Hotchkis & Wiley Capital Management Los Angeles, California	$643M	-$181M	2	2.24%	Reduced
43	California Public Employees Retirement System Sacramento, California	$636M	+$26.8M	13	0.88%	Increased
44	ClearBridge Investments New York	$629M	+$77.7M	10	0.66%	Increased
45	BlackRock Advisors Wilmington, Delaware	$621M	-$34.3M	13	0.63%	Reduced
46	First Manhattan New York	$621M	-$12.9M	12	3.51%	Reduced
47	Capital International Investors Los Angeles, California	$615M	+$129M	3	1.25%	Increased
48	AQR Capital Management Greenwich, Connecticut	$614M	+$343M	14	1.29%	Increased
49	Charles Schwab San Francisco, California	$610M	+$31.3M	10	0.92%	Increased
50	American Century Companies Kansas City, Missouri	$603M	+$30.6M	7	0.68%	Increased