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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	Goldman Sachs New York	$1.42B	-$62.9M	19	0.41%	Reduced
27	Renaissance Technologies New York	$1.41B	+$24.7M	15	1.24%	Increased
28	California Public Employees Retirement System Sacramento, California	$1.27B	+$163M	13	1.5%	Increased
29	Federated Hermes Pittsburgh, Pennsylvania	$1.21B	-$22.4M	9	2.95%	Reduced
30	TD Asset Management Toronto, Ontario, Canada	$1.19B	-$4.57M	12	1.79%	Reduced
31	Fidelity International Hamilton, Bermuda	$1.1B	+$38M	8	1.66%	Increased
32	Morgan Stanley New York	$1.08B	+$248M	24	0.29%	Increased
33	Pictet Asset Management (UK) London, United Kingdom	$1.03B	+$225M	9	2.22%	Increased
34	Charles Schwab San Francisco, California	$1B	+$12.3M	12	0.61%	Increased
35	Janus Henderson Group London,	$961M	+$45.6M	11	0.52%	Increased
36	AQR Capital Management Greenwich, Connecticut	$944M	-$98.7M	11	1.05%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$923M	+$7.77M	9	0.82%	Increased
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$922M	-$86.4M	16	1.07%	Reduced
39	JP Morgan Chase New York	$888M	+$81.7M	18	0.17%	Increased
40	Credit Suisse Zurich, Switzerland	$870M	+$447M	16	0.77%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$854M	-$74.6M	21	0.5%	Reduced
42	UBS AM Chicago, Illinois	$851M	+$64.1M	14	0.61%	Increased
43	Neuberger Berman Group New York	$827M	+$106M	9	0.99%	Increased
44	Swiss National Bank Zurich, Switzerland	$821M	+$519K	11	0.89%	Increased
45	Boston Partners Boston, Massachusetts	$780M	-$85.5M	5	1.02%	Reduced
46	William Blair Investment Management Chicago, Illinois	$760M	+$34.5M	4	3.19%	Increased
47	Beutel, Goodman & Co Toronto, Ontario, Canada	$756M	-$219M	3	5.48%	Reduced
48	Dimensional Fund Advisors Austin, Texas	$755M	+$18.1M	15	0.29%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$721M	+$32.2M	15	0.59%	Increased
50	ZP Zimmer Partners New York	$714M	+$167M	5	7.56%	Increased