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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	$1.33B	-$34.1M	13	1.21%	Reduced
27	Federated Hermes Pittsburgh, Pennsylvania	$1.2B	+$17.6M	9	2.96%	Increased
28	TD Asset Management Toronto, Ontario, Canada	$1.16B	+$7.67M	12	1.78%	Increased
29	California Public Employees Retirement System Sacramento, California	$1.07B	+$165M	13	1.32%	Increased
30	AQR Capital Management Greenwich, Connecticut	$1.05B	+$145M	14	1.11%	Increased
31	Fidelity International Hamilton, Bermuda	$1.03B	+$64.4M	9	1.62%	Increased
32	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$982M	+$76.1M	16	1.06%	Increased
33	Beutel, Goodman & Co Toronto, Ontario, Canada	$981M	+$743K	3	7.36%	Increased
34	Charles Schwab San Francisco, California	$969M	+$45.8M	13	0.62%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$909M	+$61.6M	21	0.54%	Increased
36	Janus Henderson Group London,	$906M	+$180M	11	0.5%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$899M	-$16.1M	9	0.83%	Reduced
38	Boston Partners Boston, Massachusetts	$877M	-$92.7M	5	1.16%	Reduced
39	TIAA CREF Investment Management New York	$869M	+$44.2M	12	0.62%	Increased
40	Morgan Stanley New York	$821M	-$209M	25	0.23%	Reduced
41	JP Morgan Chase New York	$811M	-$58.8M	18	0.17%	Reduced
42	Swiss National Bank Zurich, Switzerland	$802M	+$11.7M	11	0.88%	Increased
43	Pictet Asset Management (UK) London, United Kingdom	$792M	+$52.1M	9	1.75%	Increased
44	UBS AM Chicago, Illinois	$768M	-$62.8M	14	0.57%	Reduced
45	Adage Capital Partners Boston, Massachusetts	$764M	-$14.4M	7	1.91%	Reduced
46	Neuberger Berman Group New York	$750M	+$110M	9	0.92%	Increased
47	Dimensional Fund Advisors Austin, Texas	$735M	+$8.49M	15	0.29%	Increased
48	William Blair Investment Management Chicago, Illinois	$699M	+$39.6M	5	2.94%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$675M	+$64.6M	15	0.58%	Increased
50	LSV Asset Management Chicago, Illinois	$668M	-$116M	6	1.07%	Reduced