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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	AQR Capital Management Greenwich, Connecticut	$1.27B	-$135M	12	1.68%	Reduced
27	TD Asset Management Toronto, Ontario, Canada	$1.17B	-$18.1M	15	1.85%	Reduced
28	Millennium Management New York	$1.16B	+$333M	11	2.07%	Increased
29	LSV Asset Management Chicago, Illinois	$1.07B	-$6.72M	6	1.91%	Reduced
30	APG Asset Management Amsterdam, Netherlands	$936M	-$11.4M	9	1.7%	Reduced
31	Morgan Stanley New York	$917M	-$208M	24	0.28%	Reduced
32	JP Morgan Chase New York	$893M	-$480M	17	0.2%	Reduced
33	Apollo Management Holdings New York	$888M	+$835M	1	13.04%	New
34	Nordea Investment Management Stockholm, Sweden	$875M	-$149M	6	2.2%	Reduced
35	Pictet Asset Management (UK) London, United Kingdom	$874M	-$67.5M	7	2.69%	Reduced
36	Beutel, Goodman & Co Toronto, Ontario, Canada	$860M	-$10.9M	2	7.79%	Reduced
37	Oaktree Capital Management Los Angeles, California	$845M	+$795M	1	13.82%	New
38	Capital International Investors Los Angeles, California	$836M	-$164M	1	1.12%	Reduced
39	Swiss National Bank Zurich, Switzerland	$827M	+$1.75M	12	0.98%	Increased
40	UBS AM Chicago, Illinois	$824M	+$7.9M	13	0.8%	Increased
41	American Century Companies Kansas City, Missouri	$823M	+$142M	8	0.85%	Increased
42	Janus Henderson Group London,	$817M	+$811M	9	0.55%	Increased
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$805M	-$82.4M	16	0.98%	Reduced
44	TIAA CREF Investment Management New York	$775M	+$13.1M	11	0.54%	Increased
45	Charles Schwab San Francisco, California	$764M	+$79.4M	12	0.72%	Increased
46	ClearBridge Investments New York	$677M	+$12.8M	8	0.67%	Increased
47	First Manhattan New York	$670M	+$14.2M	12	3.91%	Increased
48	Russell Investments Group London, United Kingdom	$661M	+$144M	15	1.17%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$652M	+$9.11M	9	0.96%	Increased
50	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$650M	+$20.4M	10	6.54%	Increased