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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	TD Asset Management Toronto, Ontario, Canada	$1.03B	-$1.49M	12	2.03%	Reduced
27	Legal & General Group London, United Kingdom	$1.03B	+$32.9M	12	1.26%	Increased
28	Wells Fargo San Francisco, California	$1.01B	-$43.1M	21	0.43%	Reduced
29	LSV Asset Management Chicago, Illinois	$966M	+$45.3M	5	2.17%	Increased
30	Nordea Investment Management Stockholm, Sweden	$946M	+$39.6M	8	3.49%	Increased
31	AQR Capital Management Greenwich, Connecticut	$909M	+$194M	11	1.82%	Increased
32	Federated Hermes Pittsburgh, Pennsylvania	$886M	+$1.38M	8	2.87%	Increased
33	APG Asset Management Amsterdam, Netherlands	$878M	+$3.95M	9	2.01%	Increased
34	Allianz Asset Management Munich, Germany	$863M	-$38.7M	9	1.03%	Reduced
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$816M	-$14.3M	3	1.26%	Reduced
36	Pictet Asset Management (UK) London, United Kingdom	$802M	+$59.5M	7	3.53%	Increased
37	UBS AM Chicago, Illinois	$745M	-$33.5M	11	0.82%	Reduced
38	Morgan Stanley New York	$737M	-$19.4M	21	0.27%	Reduced
39	BlackRock Advisors Wilmington, Delaware	$714M	+$187M	15	0.77%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$642M	-$54.1M	7	0.36%	Reduced
41	ClearBridge Investments New York	$622M	+$23M	9	0.74%	Increased
42	Swiss National Bank Zurich, Switzerland	$590M	+$43.9M	12	1.52%	Increased
43	BlackRock Investment Management Wilmington, Delaware	$588M	+$53.3M	16	0.79%	Increased
44	TIAA CREF Investment Management New York	$587M	+$47.1M	11	0.46%	Increased
45	SII Silchester International Investors London, United Kingdom	$584M	+$169K	1	37.03%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$579M	+$278M	18	0.61%	Increased
47	Beutel, Goodman & Co Toronto, Ontario, Canada	$573M	-$407K	2	6.29%	Reduced
48	First Manhattan New York	$573M	+$5.68M	12	3.68%	Increased
49	UBS Group Zurich, Switzerland	$555M	+$1.69M	22	0.39%	Increased
50	Charles Schwab San Francisco, California	$543M	+$21.8M	12	0.8%	Increased