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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	Legal & General Group London, United Kingdom	$1.3B	+$7.6M	11	1.21%	Increased
27	Ameriprise Minneapolis, Minnesota	$1.28B	-$101M	12	0.7%	Reduced
28	Principal Financial Group Des Moines, Iowa	$1.24B	+$5.08M	11	1.58%	Increased
29	Morgan Stanley New York	$1.17B	+$159M	20	0.38%	Increased
30	LSV Asset Management Chicago, Illinois	$1.13B	-$95.4M	6	2.08%	Reduced
31	Nordea Investment Management Stockholm, Sweden	$1.11B	+$79.3M	7	2.93%	Increased
32	JP Morgan Chase New York	$1.09B	+$104M	16	0.26%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$1.06B	-$22.9M	13	1.79%	Reduced
34	Capital International Investors Los Angeles, California	$993M	+$60.3M	2	1.43%	Increased
35	Millennium Management New York	$984M	+$215M	10	2.06%	Increased
36	Pictet Asset Management (UK) London, United Kingdom	$977M	-$82.6M	7	3.63%	Reduced
37	APG Asset Management Amsterdam, Netherlands	$885M	-$25.7M	9	1.67%	Reduced
38	TIAA CREF Investment Management New York	$795M	-$24.3M	9	0.59%	Reduced
39	Allianz Asset Management Munich, Germany	$773M	-$329M	11	0.69%	Reduced
40	ClearBridge Investments New York	$718M	+$3.17M	9	0.79%	Increased
41	UBS AM Chicago, Illinois	$717M	-$11.5M	11	0.8%	Reduced
42	Beutel, Goodman & Co Toronto, Ontario, Canada	$714M	+$18.8M	2	6.37%	Increased
43	Dimensional Fund Advisors Austin, Texas	$682M	-$16.8M	14	0.34%	Reduced
44	Swiss National Bank Zurich, Switzerland	$680M	-$21M	11	1.07%	Reduced
45	Charles Schwab San Francisco, California	$668M	-$19.5M	11	0.73%	Reduced
46	BlackRock Advisors Wilmington, Delaware	$649M	-$158M	12	0.66%	Reduced
47	Janus Henderson Investors US Denver, Colorado	$635M	-$47.3M	9	0.53%	Reduced
48	BlackRock Investment Management Wilmington, Delaware	$633M	-$16.8M	14	0.73%	Reduced
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$615M	-$12.4M	9	1%	Reduced
50	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$610M	+$33.9M	10	7.46%	Increased