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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	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.54B	-$59.9M	18	2.22%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.45B	+$73.5M	24	0.83%	Increased
28	Capital World Investors Los Angeles, California	$1.44B	-$80.4M	4	0.31%	Reduced
29	Goldman Sachs New York	$1.43B	-$316M	25	0.35%	Reduced
30	California Public Employees Retirement System Sacramento, California	$1.42B	-$57M	11	1.21%	Reduced
31	Nuveen Charlotte, North Carolina	$1.19B	-$2.65M	17	0.46%	Reduced
32	TD Asset Management Toronto, Ontario, Canada	$1.12B	-$286M	16	1.39%	Reduced
33	Swiss National Bank Zurich, Switzerland	$1.11B	-$49.4M	19	0.79%	Reduced
34	1832 Asset Management Toronto, Ontario, Canada	$1.09B	-$262M	10	1.82%	Reduced
35	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.04B	-$174M	21	0.66%	Reduced
36	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.01B	-$6.47M	10	1.78%	Reduced
37	UBS AM Chicago, Illinois	$983M	+$38.8M	13	0.52%	Increased
38	Third Point New York	$960M	-$65.5M	1	16.1%	Reduced
39	ClearBridge Investments (Australia) Sydney, Australia	$951M	+$119M	5	28.95%	Increased
40	Fidelity International Hamilton, Bermuda	$910M	-$673M	7	1.09%	Reduced
41	Mackenzie Financial Toronto Ontario, Ontario, Canada	$901M	-$123M	15	1.5%	Reduced
42	Boston Partners Boston, Massachusetts	$900M	-$293M	5	1.22%	Reduced
43	Wells Fargo San Francisco, California	$897M	-$17.4M	30	0.27%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$874M	-$38M	10	0.69%	Reduced
45	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$853M	-$53.5M	10	2.23%	Reduced
46	Federated Hermes Pittsburgh, Pennsylvania	$824M	+$68M	13	2.28%	Increased
47	Ensign Peak Advisors Salt Lake City, Utah	$805M	+$42.8M	12	1.81%	Increased
48	AllianceBernstein Nashville, Tennessee	$777M	-$19.7M	21	0.35%	Reduced
49	Blackstone Inc New York	$774M	$0	1	2.93%	Maintained
50	Citadel Advisors Miami, Florida	$761M	+$48.2M	30	0.18%	Increased