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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	Fidelity International Hamilton, Bermuda	$1.57B	+$201M	8	2.17%	Increased
27	California Public Employees Retirement System Sacramento, California	$1.56B	+$39.8M	14	1.41%	Increased
28	Renaissance Technologies New York	$1.52B	-$42.9M	11	1.17%	Reduced
29	Pictet Asset Management (UK) London, United Kingdom	$1.5B	+$238M	8	2.66%	Increased
30	Nuveen Charlotte, North Carolina	$1.41B	-$143M	13	0.54%	Reduced
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.37B	-$58.2M	16	1.45%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.13B	+$244M	21	0.74%	Increased
33	Morgan Stanley New York	$1.12B	-$55.1M	25	0.26%	Reduced
34	Charles Schwab San Francisco, California	$1.11B	+$18.3M	12	0.6%	Increased
35	TD Asset Management Toronto, Ontario, Canada	$1.09B	+$81.3M	11	1.58%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.06B	+$39.3M	9	0.83%	Increased
37	AQR Capital Management Greenwich, Connecticut	$992M	-$22.8M	12	1.13%	Reduced
38	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$978M	-$944M	4	3.13%	Reduced
39	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$972M	+$96.2M	5	5.14%	Increased
40	UBS AM Chicago, Illinois	$963M	+$41M	11	0.59%	Increased
41	Neuberger Berman Group New York	$933M	-$97.4M	10	1.09%	Reduced
42	Federated Hermes Pittsburgh, Pennsylvania	$932M	-$139M	11	2.08%	Reduced
43	Ameriprise Minneapolis, Minnesota	$919M	+$118M	16	0.38%	Increased
44	William Blair Investment Management Chicago, Illinois	$914M	+$1.77M	4	3.64%	Increased
45	1832 Asset Management Toronto, Ontario, Canada	$882M	+$38.7M	8	2.68%	Increased
46	Swiss National Bank Zurich, Switzerland	$881M	-$12.4M	11	0.9%	Reduced
47	CIBC Asset Management Toronto, Ontario, Canada	$872M	-$7.65M	13	4.93%	Reduced
48	Janus Henderson Group London,	$848M	-$104M	12	0.43%	Reduced
49	Beutel, Goodman & Co Toronto, Ontario, Canada	$837M	-$4.31M	3	4.8%	Reduced
50	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$829M	+$530M	2	84.63%	Increased