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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	$2.02B	+$263M	26	0.43%	Increased
27	Brookfield Corp Toronto, Ontario, Canada	$1.89B	-$4.78B	5	11.82%	Reduced
28	Charles Schwab San Francisco, California	$1.6B	+$52.1M	18	0.46%	Increased
29	Nuveen Charlotte, North Carolina	$1.41B	+$81.5M	17	0.5%	Increased
30	Pictet Asset Management Carouge, Switzerland	$1.39B	+$1.48B	18	1.72%	New
31	Dimensional Fund Advisors Austin, Texas	$1.23B	+$41.8M	20	0.4%	Increased
32	Federated Hermes Pittsburgh, Pennsylvania	$1.21B	+$135M	13	3.23%	Increased
33	California Public Employees Retirement System Sacramento, California	$1.2B	+$2.48M	11	1.03%	Increased
34	Fidelity International Hamilton, Bermuda	$1.12B	-$135M	9	1.32%	Reduced
35	Mirae Asset Global Investments Seoul, South Korea	$1.1B	+$67.3M	21	2.43%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.09B	-$81.2M	23	0.71%	Reduced
37	1832 Asset Management Toronto, Ontario, Canada	$1.08B	+$12.7M	11	1.54%	Increased
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.08B	+$181M	22	0.63%	Increased
39	Third Point New York	$1.04B	+$57.7M	2	15.72%	Increased
40	AllianceBernstein Nashville, Tennessee	$1.02B	+$6.31M	21	0.43%	Increased
41	TD Asset Management Toronto, Ontario, Canada	$1.02B	+$6.06M	17	1.24%	Increased
42	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.01B	+$183M	5	3.85%	Increased
43	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$978M	-$90.2M	10	2.45%	Reduced
44	ClearBridge Investments (Australia) Sydney, Australia	$966M	-$31.4M	5	31.34%	Reduced
45	Bank of Nova Scotia Toronto, Ontario, Canada	$939M	+$72.4M	17	2.48%	Increased
46	UBS AM Chicago, Illinois	$939M	+$51.7M	13	0.42%	Increased
47	Jennison Associates New York	$915M	+$21.2M	9	0.78%	Increased
48	Swiss National Bank Zurich, Switzerland	$889M	-$97.4M	19	0.7%	Reduced
49	Boston Partners Boston, Massachusetts	$885M	-$5M	5	1.23%	Reduced
50	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$883M	-$409K	9	1.29%	Reduced