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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	$1.25B	+$37.6M	8	3.75%	Increased
27	AQR Capital Management Greenwich, Connecticut	$1.23B	+$87.2M	11	2.22%	Increased
28	Legal & General Group London, United Kingdom	$1.19B	+$5.31M	11	1.32%	Increased
29	Wells Fargo San Francisco, California	$1.18B	+$32.5M	21	0.47%	Increased
30	TD Asset Management Toronto, Ontario, Canada	$1.12B	-$18.1M	13	2.09%	Reduced
31	Federated Hermes Pittsburgh, Pennsylvania	$1.1B	+$128M	10	3.42%	Increased
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.01B	-$56.5M	3	1.55%	Reduced
33	Allianz Asset Management Munich, Germany	$1.01B	+$13.3M	10	1.15%	Increased
34	Pictet Asset Management (UK) London, United Kingdom	$1.01B	-$72.5M	7	4.44%	Reduced
35	APG Asset Management Amsterdam, Netherlands	$980M	+$56.6M	9	2.03%	Increased
36	JP Morgan Chase New York	$869M	-$249M	17	0.22%	Reduced
37	Morgan Stanley New York	$858M	-$59.5M	23	0.33%	Reduced
38	BlackRock Advisors Wilmington, Delaware	$848M	+$12.4M	15	0.89%	Increased
39	Swiss National Bank Zurich, Switzerland	$811M	+$161M	12	1.49%	Increased
40	ClearBridge Investments New York	$795M	+$20.1M	9	0.95%	Increased
41	Beutel, Goodman & Co Toronto, Ontario, Canada	$773M	+$114M	2	8.57%	Increased
42	UBS AM Chicago, Illinois	$767M	-$1.18M	11	0.89%	Reduced
43	Renaissance Technologies New York	$753M	+$221M	13	1.43%	Increased
44	Millennium Management New York	$738M	+$96.9M	10	1.85%	Increased
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$718M	+$31.5M	16	0.62%	Increased
46	TIAA CREF Investment Management New York	$681M	+$15.3M	11	0.52%	Increased
47	Charles Schwab San Francisco, California	$679M	+$18.7M	12	0.89%	Increased
48	Capital International Investors Los Angeles, California	$660M	+$131M	2	1.01%	Increased
49	BlackRock Investment Management Wilmington, Delaware	$657M	+$15M	16	0.86%	Increased
50	Dimensional Fund Advisors Austin, Texas	$651M	+$19.6M	14	0.39%	Increased