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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	LSV Asset Management Chicago, Illinois	$1.22B	-$24.2M	6	1.92%	Reduced
27	Morgan Stanley New York	$1.18B	+$277M	24	0.32%	Increased
28	AQR Capital Management Greenwich, Connecticut	$1.08B	-$280M	13	1.14%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.07B	-$282M	21	0.69%	Reduced
30	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$996M	+$310M	9	9.77%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$992M	+$383M	9	0.42%	Increased
32	Apollo Management Holdings New York	$969M	$0	1	16.15%	Maintained
33	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$953M	+$54.8M	18	1.03%	Increased
34	Beutel, Goodman & Co Toronto, Ontario, Canada	$936M	+$5.83M	3	6.36%	Increased
35	Oaktree Capital Management Los Angeles, California	$921M	$0	1	14.44%	Maintained
36	UBS AM Chicago, Illinois	$895M	+$32.7M	12	0.76%	Increased
37	Charles Schwab San Francisco, California	$838M	+$50.2M	12	0.66%	Increased
38	Swiss National Bank Zurich, Switzerland	$825M	-$1.44M	12	0.89%	Reduced
39	Capital International Investors Los Angeles, California	$810M	+$246M	1	0.91%	Increased
40	TIAA CREF Investment Management New York	$789M	+$69.6M	11	0.52%	Increased
41	Millennium Management New York	$753M	-$38M	10	1.04%	Reduced
42	Pictet Asset Management (UK) London, United Kingdom	$752M	-$35.2M	8	1.93%	Reduced
43	First Manhattan New York	$729M	-$10.9M	13	4%	Reduced
44	JP Morgan Chase New York	$718M	+$84.5M	16	0.15%	Increased
45	Epoch Investment Partners New York	$711M	+$5.11M	3	2.36%	Increased
46	Janus Henderson Group London,	$701M	-$66.7M	10	0.43%	Reduced
47	ClearBridge Investments New York	$700M	-$62.7M	8	0.65%	Reduced
48	Dimensional Fund Advisors Austin, Texas	$676M	+$6.86M	15	0.28%	Increased
49	Lazard Asset Management New York	$670M	+$402M	7	1.15%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$669M	+$15.5M	11	0.86%	Increased