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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	Principal Financial Group Des Moines, Iowa	$1.38B	+$40.5M	11	1.66%	Increased
27	JP Morgan Chase New York	$1.35B	+$192M	15	0.31%	Increased
28	Morgan Stanley New York	$1.15B	-$70.5M	21	0.35%	Reduced
29	TD Asset Management Toronto, Ontario, Canada	$1.13B	-$4.23M	14	1.81%	Reduced
30	LSV Asset Management Chicago, Illinois	$1.1B	-$54.1M	6	2.01%	Reduced
31	Nordea Investment Management Stockholm, Sweden	$1.04B	-$103M	6	2.76%	Reduced
32	Capital International Investors Los Angeles, California	$1B	-$64.8M	2	1.36%	Reduced
33	Pictet Asset Management (UK) London, United Kingdom	$916M	-$91.1M	7	2.99%	Reduced
34	APG Asset Management Amsterdam, Netherlands	$905M	-$64.6M	9	1.66%	Reduced
35	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$876M	+$461M	15	1.11%	Increased
36	Beutel, Goodman & Co Toronto, Ontario, Canada	$870M	+$93.7M	2	7.66%	Increased
37	Swiss National Bank Zurich, Switzerland	$844M	+$140M	11	1.05%	Increased
38	Millennium Management New York	$833M	-$206M	10	1.53%	Reduced
39	UBS AM Chicago, Illinois	$828M	+$84.5M	11	0.84%	Increased
40	TIAA CREF Investment Management New York	$773M	-$53.3M	9	0.56%	Reduced
41	ClearBridge Investments New York	$743M	+$25.6M	8	0.75%	Increased
42	Charles Schwab San Francisco, California	$699M	+$11.4M	11	0.7%	Increased
43	American Century Companies Kansas City, Missouri	$681M	+$92.3M	8	0.71%	Increased
44	Dimensional Fund Advisors Austin, Texas	$653M	-$38.3M	14	0.31%	Reduced
45	Allianz Asset Management Munich, Germany	$650M	-$151M	11	0.64%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$650M	+$9.48M	9	1%	Increased
47	Canada Life Winnipeg, Manitoba, Canada	$646M	+$29.9M	13	1.74%	Increased
48	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$639M	-$9.14M	10	6.98%	Reduced
49	CIBC World Market Toronto, Ontario, Canada	$637M	-$10.1M	10	2.05%	Reduced
50	Epoch Investment Partners New York	$620M	+$51.7M	3	2.07%	Increased