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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	$1.37B	+$35M	13	1.63%	Increased
27	TD Asset Management Toronto, Ontario, Canada	$1.22B	-$10.5M	15	1.82%	Reduced
28	LSV Asset Management Chicago, Illinois	$1.14B	+$33.6M	6	1.89%	Increased
29	Apollo Management Holdings New York	$988M	$0	1	14.88%	Maintained
30	Oaktree Capital Management Los Angeles, California	$940M	-$688K	1	14.03%	Reduced
31	Capital International Investors Los Angeles, California	$930M	+$72.7M	1	1.11%	Increased
32	Morgan Stanley New York	$920M	-$16.5M	24	0.28%	Reduced
33	Beutel, Goodman & Co Toronto, Ontario, Canada	$896M	-$8.89M	2	6.8%	Reduced
34	UBS AM Chicago, Illinois	$877M	+$35.5M	13	0.8%	Increased
35	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$865M	+$29.2M	16	1.03%	Increased
36	Swiss National Bank Zurich, Switzerland	$853M	+$8.94M	12	0.97%	Increased
37	Nordea Investment Management Stockholm, Sweden	$846M	-$75.9M	6	2.03%	Reduced
38	American Century Companies Kansas City, Missouri	$846M	+$5.27M	9	0.86%	Increased
39	Millennium Management New York	$821M	-$371M	11	1.25%	Reduced
40	Charles Schwab San Francisco, California	$811M	+$25.5M	12	0.71%	Increased
41	Janus Henderson Group London,	$799M	-$44.8M	9	0.51%	Reduced
42	Pictet Asset Management (UK) London, United Kingdom	$794M	-$61.3M	7	2.25%	Reduced
43	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$783M	+$151M	9	7.62%	Increased
44	TIAA CREF Investment Management New York	$778M	-$18.2M	11	0.53%	Reduced
45	APG Asset Management Amsterdam, Netherlands	$765M	-$147M	9	1.26%	Reduced
46	Boston Partners Boston, Massachusetts	$707M	+$112M	5	0.87%	Increased
47	First Manhattan New York	$703M	-$2.27M	12	4.03%	Reduced
48	JP Morgan Chase New York	$687M	-$245M	16	0.15%	Reduced
49	Epoch Investment Partners New York	$679M	+$49.1M	3	2.27%	Increased
50	Massachusetts Financial Services Boston, Massachusetts	$675M	+$108M	8	0.29%	Increased