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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	ClearBridge Investments New York	$1.35B	-$13.8M	10	1.11%	Reduced
27	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.16B	+$166M	10	11.57%	Increased
28	TD Asset Management Toronto, Ontario, Canada	$1.15B	-$48.9M	14	1.75%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.13B	+$135M	23	0.56%	Increased
30	JP Morgan Chase New York	$1.13B	+$285M	17	0.23%	Increased
31	Apollo Management Holdings New York	$1.12B	$0	1	8.18%	Maintained
32	LSV Asset Management Chicago, Illinois	$1.11B	-$110M	5	1.74%	Reduced
33	Oaktree Capital Management Los Angeles, California	$1.08B	-$67.7M	2	15.04%	Reduced
34	Lazard Asset Management New York	$1.02B	+$320M	7	1.77%	Increased
35	Morgan Stanley New York	$957M	-$13.1M	25	0.26%	Reduced
36	UBS AM Chicago, Illinois	$956M	-$12.5M	13	0.73%	Reduced
37	Boston Partners Boston, Massachusetts	$956M	+$193M	7	1.15%	Increased
38	Fidelity International Hamilton, Bermuda	$926M	+$917M	5	1.4%	Increased
39	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$910M	+$416M	5	1.47%	Increased
40	Beutel, Goodman & Co Toronto, Ontario, Canada	$907M	-$27.3M	3	6.68%	Reduced
41	AQR Capital Management Greenwich, Connecticut	$890M	+$14.9M	12	0.9%	Increased
42	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$854M	-$41.1M	18	0.93%	Reduced
43	Charles Schwab San Francisco, California	$825M	+$641K	13	0.6%	Increased
44	Millennium Management New York	$818M	+$109M	11	1.07%	Increased
45	TIAA CREF Investment Management New York	$811M	+$136M	12	0.55%	Increased
46	Ameriprise Minneapolis, Minnesota	$802M	-$108M	14	0.36%	Reduced
47	Swiss National Bank Zurich, Switzerland	$758M	+$44.4M	12	0.87%	Increased
48	Nordea Investment Management Stockholm, Sweden	$751M	-$316M	7	1.8%	Reduced
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$715M	+$58.5M	10	0.83%	Increased
50	Dimensional Fund Advisors Austin, Texas	$683M	+$21.1M	15	0.27%	Increased