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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	Wells Fargo San Francisco, California	$1.31B	+$96.3M	21	0.48%	Increased
27	Legal & General Group London, United Kingdom	$1.29B	+$19.8M	11	1.31%	Increased
28	Principal Financial Group Des Moines, Iowa	$1.29B	-$71.2M	11	1.7%	Reduced
29	LSV Asset Management Chicago, Illinois	$1.22B	-$47.1M	6	2.39%	Reduced
30	TD Asset Management Toronto, Ontario, Canada	$1.13B	+$12.7M	13	1.95%	Increased
31	Allianz Asset Management Munich, Germany	$1.12B	-$106M	11	1.09%	Reduced
32	Pictet Asset Management (UK) London, United Kingdom	$1.06B	+$34M	7	3.99%	Increased
33	Nordea Investment Management Stockholm, Sweden	$1.02B	+$155M	7	2.64%	Increased
34	Morgan Stanley New York	$1.02B	-$44.1M	21	0.35%	Reduced
35	JP Morgan Chase New York	$981M	+$233M	16	0.24%	Increased
36	APG Asset Management Amsterdam, Netherlands	$980M	-$49.6M	9	1.72%	Reduced
37	Capital International Investors Los Angeles, California	$946M	+$47.6M	2	1.37%	Increased
38	TIAA CREF Investment Management New York	$818M	+$68.3M	9	0.51%	Increased
39	BlackRock Advisors Wilmington, Delaware	$788M	-$90.2M	14	0.81%	Reduced
40	Millennium Management New York	$756M	+$33.6M	11	1.27%	Increased
41	UBS AM Chicago, Illinois	$734M	+$26.4M	11	0.79%	Increased
42	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$714M	-$29.7M	16	1.06%	Reduced
43	ClearBridge Investments New York	$703M	-$45.1M	9	0.79%	Reduced
44	Swiss National Bank Zurich, Switzerland	$698M	+$3.49M	11	1.12%	Increased
45	Beutel, Goodman & Co Toronto, Ontario, Canada	$695M	-$10.7M	2	6.72%	Reduced
46	Janus Henderson Investors US Denver, Colorado	$693M	+$131M	9	0.58%	Increased
47	Charles Schwab San Francisco, California	$685M	+$12M	11	0.81%	Increased
48	Dimensional Fund Advisors Austin, Texas	$682M	-$82.9K	14	0.37%	Reduced
49	BlackRock Investment Management Wilmington, Delaware	$639M	-$8.15M	15	0.79%	Reduced
50	First Manhattan New York	$635M	-$12.7M	11	3.87%	Reduced