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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	Nuveen Charlotte, North Carolina	$1.56B	-$63.2M	13	0.63%	Reduced
27	California Public Employees Retirement System Sacramento, California	$1.51B	+$144M	13	1.5%	Increased
28	Goldman Sachs New York	$1.46B	-$37.8M	20	0.42%	Reduced
29	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.37B	+$341M	17	1.54%	Increased
30	Pictet Asset Management (UK) London, United Kingdom	$1.26B	+$132M	9	2.65%	Increased
31	Fidelity International Hamilton, Bermuda	$1.24B	+$8.81M	8	1.88%	Increased
32	Morgan Stanley New York	$1.15B	+$46.5M	25	0.3%	Increased
33	Charles Schwab San Francisco, California	$1.09B	+$27.9M	12	0.64%	Increased
34	Credit Suisse Zurich, Switzerland	$1.08B	+$114M	16	0.91%	Increased
35	JP Morgan Chase New York	$1.05B	+$115M	19	0.21%	Increased
36	Federated Hermes Pittsburgh, Pennsylvania	$1.05B	-$242M	10	2.58%	Reduced
37	AQR Capital Management Greenwich, Connecticut	$1.05B	+$57M	11	1.24%	Increased
38	Neuberger Berman Group New York	$1.02B	+$83.7M	10	1.25%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1B	+$8.36M	10	0.87%	Increased
40	Janus Henderson Group London,	$957M	-$92.9M	11	0.52%	Reduced
41	TD Asset Management Toronto, Ontario, Canada	$936M	-$362M	10	1.43%	Reduced
42	UBS AM Chicago, Illinois	$926M	+$19.3M	14	0.62%	Increased
43	Swiss National Bank Zurich, Switzerland	$889M	+$8.01M	11	0.94%	Increased
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$872M	-$8.29M	21	0.61%	Reduced
45	William Blair Investment Management Chicago, Illinois	$842M	+$8.69M	4	3.6%	Increased
46	CIBC Asset Management Toronto, Ontario, Canada	$806M	+$33.4M	13	4.73%	Increased
47	Beutel, Goodman & Co Toronto, Ontario, Canada	$806M	+$22.6M	3	5.62%	Increased
48	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$803M	+$91.3M	5	4.51%	Increased
49	Ameriprise Minneapolis, Minnesota	$787M	+$47.2M	15	0.35%	Increased
50	1832 Asset Management Toronto, Ontario, Canada	$781M	+$77.2M	9	2.49%	Increased