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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	California Public Employees Retirement System Sacramento, California	$1.47B	+$24.9M	13	1.31%	Increased
27	Nuveen Charlotte, North Carolina	$1.43B	+$27M	14	0.55%	Increased
28	Capital World Investors Los Angeles, California	$1.37B	-$21.8M	4	0.3%	Reduced
29	TD Asset Management Toronto, Ontario, Canada	$1.29B	-$136M	12	1.79%	Reduced
30	ZP Zimmer Partners New York	$1.13B	-$31.8M	5	17.52%	Reduced
31	Goldman Sachs New York	$1.08B	-$146M	19	0.31%	Reduced
32	Morgan Stanley New York	$1.04B	+$104M	27	0.2%	Increased
33	Swiss National Bank Zurich, Switzerland	$997M	+$28.1M	12	0.78%	Increased
34	Wells Fargo San Francisco, California	$981M	-$433M	27	0.27%	Reduced
35	Charles Schwab San Francisco, California	$974M	-$282M	12	0.45%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$962M	-$60M	9	0.65%	Reduced
37	Ameriprise Minneapolis, Minnesota	$928M	-$16.3M	14	0.38%	Reduced
38	CIBC Asset Management Toronto, Ontario, Canada	$921M	+$1.84M	11	4.7%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$911M	+$55.9M	19	0.63%	Increased
40	Boston Partners Boston, Massachusetts	$895M	+$223M	4	1.63%	Increased
41	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$874M	+$17.1M	4	5.13%	Increased
42	Federated Hermes Pittsburgh, Pennsylvania	$822M	-$178M	11	1.93%	Reduced
43	UBS AM Chicago, Illinois	$812M	+$31.3M	11	0.44%	Increased
44	Third Point New York	$798M	+$787M	1	7.98%	New
45	Oaktree Capital Management Los Angeles, California	$782M	$0	2	17.01%	Maintained
46	Appaloosa LP Short Hills, New Jersey	$758M	+$645M	1	13.41%	Increased
47	1832 Asset Management Toronto, Ontario, Canada	$751M	+$35.2M	10	1.96%	Increased
48	Bank of Nova Scotia Toronto, Ontario, Canada	$740M	+$19.9M	11	2.01%	Increased
49	Capital International Investors Los Angeles, California	$736M	-$25.4M	3	0.23%	Reduced
50	Parametric Portfolio Associates Seattle, Washington	$731M	-$3.99M	14	0.52%	Reduced