← All themes

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	$1.4B	+$173M	6	2.3%	Increased
27	Wells Fargo San Francisco, California	$1.34B	-$233M	26	0.46%	Reduced
28	Goldman Sachs New York	$1.34B	+$17.9M	19	0.47%	Increased
29	California Public Employees Retirement System Sacramento, California	$1.27B	-$24.1M	13	1.53%	Reduced
30	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.27B	+$224M	16	1.4%	Increased
31	TD Asset Management Toronto, Ontario, Canada	$1.16B	+$407M	11	1.97%	Increased
32	Capital World Investors Los Angeles, California	$1.11B	-$1.05B	6	0.32%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$932M	+$145M	9	0.8%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$924M	-$25.3M	17	0.82%	Reduced
35	Charles Schwab San Francisco, California	$912M	+$14.8M	12	0.54%	Increased
36	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$903M	+$83.9M	4	4.14%	Increased
37	Swiss National Bank Zurich, Switzerland	$887M	+$187M	11	0.94%	Increased
38	UBS AM Chicago, Illinois	$836M	+$52.2M	11	0.6%	Increased
39	Ameriprise Minneapolis, Minnesota	$829M	+$103M	14	0.44%	Increased
40	Morgan Stanley New York	$807M	-$111M	25	0.22%	Reduced
41	CIBC Asset Management Toronto, Ontario, Canada	$799M	+$147M	11	5.65%	Increased
42	Federated Hermes Pittsburgh, Pennsylvania	$782M	-$21.5M	10	2.3%	Reduced
43	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$738M	-$215K	5	5.37%	Reduced
44	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$725M	+$24.6M	2	69.09%	Increased
45	1832 Asset Management Toronto, Ontario, Canada	$711M	+$47.7M	8	2.56%	Increased
46	Parametric Portfolio Associates Seattle, Washington	$699M	+$59M	14	0.64%	Increased
47	William Blair Investment Management Chicago, Illinois	$689M	-$40.9M	4	3.35%	Reduced
48	Mackenzie Financial Toronto Ontario, Ontario, Canada	$687M	+$126M	9	2.21%	Increased
49	Citadel Advisors Miami, Florida	$682M	+$268M	17	0.31%	Increased
50	Janus Henderson Group London,	$679M	+$2.82M	11	0.47%	Increased