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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	Nordea Investment Management Stockholm, Sweden	$1.05B	+$98.1M	8	3.56%	Increased
27	Wells Fargo San Francisco, California	$1.02B	-$13.7M	21	0.4%	Reduced
28	Pictet Asset Management (UK) London, United Kingdom	$1.02B	+$240M	7	4.33%	Increased
29	TD Asset Management Toronto, Ontario, Canada	$1.02B	-$15M	13	2.02%	Reduced
30	JP Morgan Chase New York	$1.01B	-$185M	16	0.25%	Reduced
31	AQR Capital Management Greenwich, Connecticut	$978M	+$88.7M	11	1.71%	Increased
32	LSV Asset Management Chicago, Illinois	$953M	+$14.5M	5	2.07%	Increased
33	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$927M	+$77M	3	1.38%	Increased
34	Federated Hermes Pittsburgh, Pennsylvania	$866M	-$35.8M	8	2.74%	Reduced
35	Allianz Asset Management Munich, Germany	$834M	-$13.8M	11	0.94%	Reduced
36	Morgan Stanley New York	$822M	+$61.3M	22	0.3%	Increased
37	APG Asset Management Amsterdam, Netherlands	$793M	-$93M	9	1.83%	Reduced
38	BlackRock Advisors Wilmington, Delaware	$731M	+$42.1M	15	0.77%	Increased
39	UBS AM Chicago, Illinois	$679M	-$70.7M	11	0.77%	Reduced
40	ClearBridge Investments New York	$679M	-$3.01M	9	0.79%	Reduced
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$615M	+$35.6M	17	0.58%	Increased
42	SII Silchester International Investors London, United Kingdom	$603M	$0	1	39.06%	Maintained
43	Swiss National Bank Zurich, Switzerland	$600M	+$5.79M	12	1.45%	Increased
44	Beutel, Goodman & Co Toronto, Ontario, Canada	$596M	+$18.1M	2	7.17%	Increased
45	TIAA CREF Investment Management New York	$589M	-$3.01M	11	0.44%	Reduced
46	Charles Schwab San Francisco, California	$582M	+$27.6M	12	0.78%	Increased
47	First Manhattan New York	$573M	-$983K	12	3.52%	Reduced
48	Massachusetts Financial Services Boston, Massachusetts	$564M	-$64.3M	7	0.3%	Reduced
49	Dimensional Fund Advisors Austin, Texas	$562M	+$44.9M	14	0.35%	Increased
50	BlackRock Investment Management Wilmington, Delaware	$561M	-$13.9M	15	0.72%	Reduced