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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	Goldman Sachs New York	$1.87B	+$233M	27	0.4%	Increased
27	Charles Schwab San Francisco, California	$1.59B	+$12.4M	17	0.45%	Increased
28	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.48B	-$15.5M	18	1.75%	Reduced
29	Nuveen Charlotte, North Carolina	$1.39B	+$146M	17	0.48%	Increased
30	Fidelity International Hamilton, Bermuda	$1.29B	-$91M	8	1.45%	Reduced
31	California Public Employees Retirement System Sacramento, California	$1.28B	+$6.24M	11	1.1%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.25B	-$157M	23	0.67%	Reduced
33	1832 Asset Management Toronto, Ontario, Canada	$1.21B	+$16.8M	9	1.43%	Increased
34	Federated Hermes Pittsburgh, Pennsylvania	$1.18B	-$43.2M	11	2.94%	Reduced
35	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.15B	-$36.2M	10	2.67%	Reduced
36	Dimensional Fund Advisors Austin, Texas	$1.15B	+$21.8M	19	0.37%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$1.07B	-$98.3M	17	1.22%	Reduced
38	ClearBridge Investments (Australia) Sydney, Australia	$1.04B	+$30.8M	5	29.19%	Increased
39	Third Point New York	$1.02B	-$59.5M	2	14.95%	Reduced
40	Swiss National Bank Zurich, Switzerland	$999M	-$64.3M	19	0.68%	Reduced
41	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$976M	+$653K	9	1.48%	Increased
42	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$947M	-$65.2M	21	0.53%	Reduced
43	Mackenzie Financial Toronto Ontario, Ontario, Canada	$942M	-$53.2M	18	1.43%	Reduced
44	UBS AM Chicago, Illinois	$920M	$0	13	0.45%	Maintained
45	AllianceBernstein Nashville, Tennessee	$916M	+$40.4M	21	0.37%	Increased
46	Wells Fargo San Francisco, California	$910M	-$4.45M	32	0.25%	Reduced
47	Jennison Associates New York	$893M	+$85.9M	9	0.73%	Increased
48	Bank of Nova Scotia Toronto, Ontario, Canada	$886M	+$33.9M	16	2.32%	Increased
49	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$884M	+$242M	5	3.29%	Increased
50	Boston Partners Boston, Massachusetts	$872M	-$30.4M	5	1.17%	Reduced