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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	Renaissance Technologies New York	$1.21B	+$376M	16	1.32%	Increased
27	Federated Hermes Pittsburgh, Pennsylvania	$1.06B	-$247M	10	2.9%	Reduced
28	TD Asset Management Toronto, Ontario, Canada	$964M	-$13.5M	14	1.68%	Reduced
29	Morgan Stanley New York	$949M	-$76.1M	25	0.28%	Reduced
30	Boston Partners Boston, Massachusetts	$868M	-$70.5M	5	1.25%	Reduced
31	Millennium Management New York	$847M	+$39.1M	14	1.32%	Increased
32	Beutel, Goodman & Co Toronto, Ontario, Canada	$843M	-$4.39M	3	7.18%	Reduced
33	Charles Schwab San Francisco, California	$836M	+$50.2M	13	0.64%	Increased
34	Fidelity International Hamilton, Bermuda	$811M	+$16M	8	1.44%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$809M	+$138M	10	0.87%	Increased
36	California Public Employees Retirement System Sacramento, California	$807M	+$225M	13	1.13%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$802M	-$223M	21	0.57%	Reduced
38	AQR Capital Management Greenwich, Connecticut	$795M	+$107M	14	0.92%	Increased
39	JP Morgan Chase New York	$776M	-$203M	18	0.18%	Reduced
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$768M	-$20.6M	16	0.97%	Reduced
41	UBS AM Chicago, Illinois	$757M	-$10.7M	14	0.65%	Reduced
42	TIAA CREF Investment Management New York	$752M	-$31.1M	12	0.6%	Reduced
43	Oaktree Capital Management Los Angeles, California	$719M	-$131M	2	13.08%	Reduced
44	LSV Asset Management Chicago, Illinois	$710M	-$49M	5	1.26%	Reduced
45	Swiss National Bank Zurich, Switzerland	$704M	+$13.9M	12	0.9%	Increased
46	Adage Capital Partners Boston, Massachusetts	$703M	+$258M	8	1.95%	Increased
47	Apollo Management Holdings New York	$690M	-$401M	1	7.87%	Reduced
48	Pictet Asset Management (UK) London, United Kingdom	$664M	-$5.65M	10	1.66%	Reduced
49	Dimensional Fund Advisors Austin, Texas	$653M	+$25.5M	15	0.3%	Increased
50	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$649M	-$294M	11	7.21%	Reduced