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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	Capital World Investors Los Angeles, California	$2.06B	+$75.9M	5	0.36%	Increased
27	Norges Bank Oslo, Norway	$2.06B	+$144M	11	0.45%	Increased
28	1832 Asset Management Toronto, Ontario, Canada	$1.89B	+$180M	9	2.69%	Increased
29	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.76B	-$44M	19	1.16%	Reduced
30	California Public Employees Retirement System Sacramento, California	$1.67B	+$28.4M	10	1.3%	Increased
31	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.64B	+$94.1M	17	1.86%	Increased
32	Ameriprise Minneapolis, Minnesota	$1.52B	+$311M	19	0.45%	Increased
33	Charles Schwab San Francisco, California	$1.48B	+$119M	17	0.45%	Increased
34	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.46B	+$66.3M	14	1.96%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.39B	+$3.14M	20	0.65%	Increased
36	Bank of Nova Scotia Toronto, Ontario, Canada	$1.26B	-$77.1M	11	2.15%	Reduced
37	CIBC Asset Management Toronto, Ontario, Canada	$1.23B	+$17.7M	17	4.31%	Increased
38	Swiss National Bank Zurich, Switzerland	$1.21B	+$195M	17	0.68%	Increased
39	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.19B	-$145M	4	6.33%	Reduced
40	Wells Fargo San Francisco, California	$1.18B	+$88.9M	31	0.3%	Increased
41	Boston Partners Boston, Massachusetts	$1.18B	-$33.9M	5	1.43%	Reduced
42	Nuveen Charlotte, North Carolina	$1.16B	+$84M	16	0.38%	Increased
43	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.13B	+$56.9M	12	2.58%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$1.03B	+$89.2M	17	0.54%	Increased
45	Oaktree Capital Management Los Angeles, California	$1.03B	$0	2	10.74%	Maintained
46	UBS AM Chicago, Illinois	$1.03B	+$139M	13	0.44%	Increased
47	First Manhattan New York	$977M	-$27.8M	13	3.2%	Reduced
48	Dimensional Fund Advisors Austin, Texas	$971M	+$57.8M	20	0.3%	Increased
49	Federated Hermes Pittsburgh, Pennsylvania	$924M	-$90M	11	2.09%	Reduced
50	Viking Global Investors Stamford, Connecticut	$922M	-$72M	1	3.73%	Reduced