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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	$1.17B	-$16.6M	5	1.85%	Reduced
27	TD Asset Management Toronto, Ontario, Canada	$1.16B	+$41M	15	1.77%	Increased
28	Nordea Investment Management Stockholm, Sweden	$1.04B	+$392M	7	2.49%	Increased
29	Oaktree Capital Management Los Angeles, California	$1.01B	-$35.6M	1	16%	Reduced
30	Apollo Management Holdings New York	$982M	-$111M	1	9.1%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$981M	+$4.42M	22	0.47%	Increased
32	Morgan Stanley New York	$955M	-$139M	24	0.27%	Reduced
33	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$950M	+$67.1M	10	10.3%	Increased
34	UBS AM Chicago, Illinois	$945M	+$113M	13	0.75%	Increased
35	Ameriprise Minneapolis, Minnesota	$897M	-$320M	14	0.41%	Reduced
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$870M	+$1.77M	18	0.96%	Increased
37	Beutel, Goodman & Co Toronto, Ontario, Canada	$856M	+$5.22M	3	6.48%	Increased
38	AQR Capital Management Greenwich, Connecticut	$846M	-$236M	12	0.91%	Reduced
39	Charles Schwab San Francisco, California	$822M	+$24.7M	12	0.64%	Increased
40	Capital International Investors Los Angeles, California	$804M	+$10.8M	1	0.93%	Increased
41	Boston Partners Boston, Massachusetts	$795M	+$218M	5	0.96%	Increased
42	JP Morgan Chase New York	$790M	+$76.6M	16	0.17%	Increased
43	ClearBridge Investments New York	$733M	-$21M	9	0.69%	Reduced
44	Lazard Asset Management New York	$727M	+$68.5M	6	1.24%	Increased
45	Swiss National Bank Zurich, Switzerland	$697M	-$69.2M	12	0.85%	Reduced
46	Millennium Management New York	$696M	-$15.8M	12	0.93%	Reduced
47	Renaissance Technologies New York	$690M	+$114M	14	0.75%	Increased
48	Dimensional Fund Advisors Austin, Texas	$678M	-$1.96M	15	0.28%	Reduced
49	TIAA CREF Investment Management New York	$664M	-$77.1M	11	0.45%	Reduced
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$638M	+$20.1M	10	0.82%	Increased