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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	Wells Fargo San Francisco, California	$1.39B	-$19.2M	26	0.41%	Reduced
27	TD Asset Management Toronto, Ontario, Canada	$1.37B	+$66.4M	10	1.95%	Increased
28	Nuveen Charlotte, North Carolina	$1.36B	-$143M	14	0.55%	Reduced
29	Capital World Investors Los Angeles, California	$1.31B	+$79.8M	5	0.32%	Increased
30	Charles Schwab San Francisco, California	$1.25B	+$282M	12	0.61%	Increased
31	Pictet Asset Management (UK) London, United Kingdom	$1.19B	-$302M	9	2.06%	Reduced
32	Goldman Sachs New York	$1.19B	-$236M	19	0.36%	Reduced
33	Nordea Investment Management Stockholm, Sweden	$1.08B	+$779M	7	1.13%	Increased
34	ZP Zimmer Partners New York	$1.07B	+$789M	5	14.52%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1B	-$40.1M	9	0.71%	Reduced
36	Federated Hermes Pittsburgh, Pennsylvania	$986M	+$163M	10	2.44%	Increased
37	Swiss National Bank Zurich, Switzerland	$947M	+$19.6M	11	0.8%	Increased
38	Ameriprise Minneapolis, Minnesota	$930M	+$47.7M	14	0.4%	Increased
39	Morgan Stanley New York	$916M	+$44.5M	25	0.2%	Increased
40	CIBC Asset Management Toronto, Ontario, Canada	$864M	-$26.6M	11	5.07%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$857M	-$150M	15	0.65%	Reduced
42	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$853M	+$24.4M	4	5.33%	Increased
43	William Blair Investment Management Chicago, Illinois	$828M	+$23.6M	4	3.37%	Increased
44	Renaissance Technologies New York	$827M	-$672M	15	0.71%	Reduced
45	Oaktree Capital Management Los Angeles, California	$763M	+$245M	2	16.95%	Increased
46	UBS AM Chicago, Illinois	$760M	-$119M	11	0.46%	Reduced
47	Beutel, Goodman & Co Toronto, Ontario, Canada	$731M	-$39.2M	3	6.01%	Reduced
48	Capital International Investors Los Angeles, California	$729M	+$113M	3	0.24%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$722M	-$18.2M	14	0.55%	Reduced
50	Bank of Nova Scotia Toronto, Ontario, Canada	$713M	-$8.29M	11	2.46%	Reduced