← 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	Goldman Sachs New York	$1.62B	-$182M	25	0.4%	Reduced
27	Ameriprise Minneapolis, Minnesota	$1.57B	+$219M	18	0.55%	Increased
28	California Public Employees Retirement System Sacramento, California	$1.56B	-$37.3M	10	1.46%	Reduced
29	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.54B	+$11.4M	17	2.14%	Increased
30	1832 Asset Management Toronto, Ontario, Canada	$1.51B	-$50.6M	9	2.65%	Reduced
31	Capital World Investors Los Angeles, California	$1.51B	-$205M	4	0.32%	Reduced
32	Charles Schwab San Francisco, California	$1.41B	-$366K	18	0.49%	Reduced
33	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.3B	-$188M	20	0.91%	Reduced
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.28B	+$17.2M	22	0.71%	Increased
35	Nuveen Charlotte, North Carolina	$1.17B	+$42.9M	18	0.45%	Increased
36	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.15B	-$16.3M	17	1.84%	Reduced
37	Swiss National Bank Zurich, Switzerland	$1.13B	+$4.02M	18	0.77%	Increased
38	Boston Partners Boston, Massachusetts	$1.12B	-$7.93M	6	1.56%	Reduced
39	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.09B	+$21.7M	12	2.79%	Increased
40	CIBC Asset Management Toronto, Ontario, Canada	$1.06B	+$88.5M	16	4.29%	Increased
41	Bank of Nova Scotia Toronto, Ontario, Canada	$1.01B	+$10.7M	11	2.4%	Increased
42	Wells Fargo San Francisco, California	$964M	-$137M	30	0.3%	Reduced
43	Dimensional Fund Advisors Austin, Texas	$943M	+$41.4M	21	0.34%	Increased
44	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$922M	-$11.1M	4	5.87%	Reduced
45	UBS AM Chicago, Illinois	$914M	-$61.1M	13	0.48%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$905M	+$87.2M	11	0.7%	Increased
47	Oaktree Capital Management Los Angeles, California	$870M	-$98.3M	2	10.1%	Reduced
48	ClearBridge Investments (Australia) Sydney, Australia	$812M	-$12.9M	4	23.94%	Reduced
49	Lazard Asset Management New York	$811M	+$28.4M	8	1.1%	Increased
50	First Manhattan New York	$762M	-$4.93M	13	3.07%	Reduced