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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	Ameriprise Minneapolis, Minnesota	$994M	+$92.2M	12	0.57%	Increased
27	Legal & General Group London, United Kingdom	$975M	+$52.1M	12	1.14%	Increased
28	LSV Asset Management Chicago, Illinois	$906M	+$128M	7	1.88%	Increased
29	Allianz Asset Management Munich, Germany	$878M	+$144M	11	0.93%	Increased
30	Nordea Investment Management Stockholm, Sweden	$870M	+$52.5M	8	3.05%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$864M	-$322M	3	1.18%	Reduced
32	APG Asset Management Amsterdam, Netherlands	$846M	+$46.3M	9	1.7%	Increased
33	Federated Hermes Pittsburgh, Pennsylvania	$840M	-$5.72M	9	2.52%	Reduced
34	Managed Account Advisors Jersey City, New Jersey	$791M	+$74.7M	12	0.65%	Increased
35	UBS AM Chicago, Illinois	$760M	-$9.11M	11	0.73%	Reduced
36	Pictet Asset Management (UK) London, United Kingdom	$745M	-$28.6M	7	3.04%	Reduced
37	Morgan Stanley New York	$743M	+$20M	22	0.26%	Increased
38	ClearBridge Investments New York	$738M	+$32.6M	9	0.78%	Increased
39	Beutel, Goodman & Co Toronto, Ontario, Canada	$721M	+$94.8M	2	6.09%	Increased
40	AQR Capital Management Greenwich, Connecticut	$680M	+$49.5M	11	1.35%	Increased
41	Massachusetts Financial Services Boston, Massachusetts	$673M	+$104M	9	0.34%	Increased
42	Janus Henderson Investors US Denver, Colorado	$630M	-$14.6M	9	0.52%	Reduced
43	First Manhattan New York	$629M	-$7.37M	12	3.71%	Reduced
44	SII Silchester International Investors London, United Kingdom	$580M	$0	1	37.7%	Maintained
45	Canada Life Winnipeg, Manitoba, Canada	$577M	-$9.45M	14	1.99%	Reduced
46	Swiss National Bank Zurich, Switzerland	$544M	+$10.2M	12	1.41%	Increased
47	CIBC World Market Toronto, Ontario, Canada	$542M	+$343K	6	2.35%	Increased
48	UBS Group Zurich, Switzerland	$538M	+$16.1M	22	0.36%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$521M	+$5.2M	9	0.94%	Increased
50	TIAA CREF Investment Management New York	$517M	-$12.1M	11	0.37%	Reduced