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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	$1.12B	+$29.2M	16	0.36%	Increased
27	Wells Fargo San Francisco, California	$1.04B	-$19.9M	21	0.41%	Reduced
28	Legal & General Group London, United Kingdom	$983M	-$2.28M	11	1.18%	Reduced
29	Ameriprise Minneapolis, Minnesota	$975M	+$124M	12	0.56%	Increased
30	Federated Hermes Pittsburgh, Pennsylvania	$897M	+$42.5M	10	2.73%	Increased
31	Nordea Investment Management Stockholm, Sweden	$882M	+$256M	8	3.17%	Increased
32	APG Asset Management Amsterdam, Netherlands	$859M	-$25.8M	9	1.78%	Reduced
33	LSV Asset Management Chicago, Illinois	$849M	+$65.8M	6	1.76%	Increased
34	UBS AM Chicago, Illinois	$818M	-$22.9M	11	0.79%	Reduced
35	Allianz Asset Management Munich, Germany	$804M	+$57.4M	11	0.92%	Increased
36	Pictet Asset Management (UK) London, United Kingdom	$775M	+$108M	7	3.22%	Increased
37	Managed Account Advisors Jersey City, New Jersey	$763M	+$10.1M	12	0.67%	Increased
38	ClearBridge Investments New York	$762M	+$162M	9	0.79%	Increased
39	Morgan Stanley New York	$762M	-$12.6M	21	0.28%	Reduced
40	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$714M	-$11.8M	13	3.07%	Reduced
41	Janus Henderson Investors US Denver, Colorado	$691M	+$64.7M	9	0.57%	Increased
42	AQR Capital Management Greenwich, Connecticut	$683M	+$99.8M	11	1.56%	Increased
43	First Manhattan New York	$652M	-$10.6M	12	3.75%	Reduced
44	California Public Employees Retirement System Sacramento, California	$636M	$0	13	0.88%	Maintained
45	Massachusetts Financial Services Boston, Massachusetts	$615M	-$42.4M	9	0.31%	Reduced
46	Capital International Investors Los Angeles, California	$608M	+$14.3M	3	1.11%	Increased
47	Canada Life Winnipeg, Manitoba, Canada	$606M	+$8.26M	13	2.07%	Increased
48	SII Silchester International Investors London, United Kingdom	$584M	$0	1	38.03%	Maintained
49	Hotchkis & Wiley Capital Management Los Angeles, California	$570M	-$74.6M	2	1.98%	Reduced
50	TIAA CREF Investment Management New York	$566M	+$3.82M	9	0.39%	Increased