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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	Charles Schwab San Francisco, California	$1.55B	+$11.2M	17	0.47%	Increased
27	Capital World Investors Los Angeles, California	$1.52B	+$10.7M	4	0.31%	Increased
28	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.5B	-$5.38M	18	1.87%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.39B	-$10.4M	23	0.77%	Reduced
30	Fidelity International Hamilton, Bermuda	$1.33B	+$348M	8	1.52%	Increased
31	California Public Employees Retirement System Sacramento, California	$1.29B	-$79.3M	11	1.14%	Reduced
32	Federated Hermes Pittsburgh, Pennsylvania	$1.27B	+$479M	12	3.2%	Increased
33	Nuveen Charlotte, North Carolina	$1.24B	+$94.7M	17	0.46%	Increased
34	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.23B	+$405M	10	2.99%	Increased
35	1832 Asset Management Toronto, Ontario, Canada	$1.17B	+$2.84M	10	1.71%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$1.14B	-$37.1M	17	1.37%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$1.09B	+$1.08B	18	0.37%	New
38	Swiss National Bank Zurich, Switzerland	$1.04B	-$33.7M	19	0.71%	Reduced
39	Third Point New York	$1.01B	+$51.9M	2	16.51%	Increased
40	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.01B	+$66.7M	10	1.6%	Increased
41	ClearBridge Investments (Australia) Sydney, Australia	$993M	+$62.3M	5	31.38%	Increased
42	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$988M	-$71.2M	21	0.56%	Reduced
43	Mackenzie Financial Toronto Ontario, Ontario, Canada	$962M	+$35M	17	1.49%	Increased
44	UBS AM Chicago, Illinois	$920M	-$31.5M	13	0.45%	Reduced
45	Wells Fargo San Francisco, California	$919M	+$48.2M	30	0.26%	Increased
46	Boston Partners Boston, Massachusetts	$885M	-$36.7M	5	1.22%	Reduced
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$832M	-$21.7M	10	0.62%	Reduced
48	AllianceBernstein Nashville, Tennessee	$830M	+$47M	21	0.36%	Increased
49	Dodge & Cox San Francisco, California	$829M	+$868M	1	0.56%	New
50	Bank of Nova Scotia Toronto, Ontario, Canada	$808M	+$14.4M	18	2.39%	Increased