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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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.26B	+$345M	5	2%	Increased
27	Apollo Management Holdings New York	$1.17B	$0	1	8.33%	Maintained
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.15B	-$11.7M	22	0.58%	Reduced
29	Morgan Stanley New York	$1.12B	+$145M	25	0.28%	Increased
30	TD Asset Management Toronto, Ontario, Canada	$1.12B	-$115M	14	1.65%	Reduced
31	JP Morgan Chase New York	$1.04B	-$91.7M	17	0.2%	Reduced
32	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.02B	-$150M	11	9.81%	Reduced
33	Boston Partners Boston, Massachusetts	$984M	-$20.5M	6	1.14%	Reduced
34	Fidelity International Hamilton, Bermuda	$951M	-$58.7M	9	1.41%	Reduced
35	Beutel, Goodman & Co Toronto, Ontario, Canada	$948M	-$27M	3	6.85%	Reduced
36	Oaktree Capital Management Los Angeles, California	$945M	-$172M	2	12.71%	Reduced
37	Ameriprise Minneapolis, Minnesota	$927M	-$109M	14	0.32%	Reduced
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$888M	-$19.5M	16	0.94%	Reduced
39	Charles Schwab San Francisco, California	$882M	+$42.1M	13	0.59%	Increased
40	Millennium Management New York	$874M	+$45.1M	12	1.07%	Increased
41	Baupost Group Boston, Massachusetts	$873M	+$645M	1	6.69%	Increased
42	TIAA CREF Investment Management New York	$828M	+$1.18M	12	0.54%	Increased
43	UBS AM Chicago, Illinois	$825M	-$137M	14	0.61%	Reduced
44	Renaissance Technologies New York	$818M	+$164M	15	0.84%	Increased
45	Lazard Asset Management New York	$795M	-$295M	8	1.29%	Reduced
46	AQR Capital Management Greenwich, Connecticut	$763M	-$152M	12	0.73%	Reduced
47	Dimensional Fund Advisors Austin, Texas	$753M	+$32.1M	15	0.29%	Increased
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$741M	+$11.8M	10	0.8%	Increased
49	Swiss National Bank Zurich, Switzerland	$740M	-$21.9M	12	0.82%	Reduced
50	ClearBridge Investments New York	$736M	+$10.3M	10	0.63%	Increased