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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	Legal & General Group London, United Kingdom	$2.44B	+$42.6M	21	0.76%	Increased
27	Goldman Sachs New York	$2.42B	+$94.2M	26	0.45%	Increased
28	Charles Schwab San Francisco, California	$1.78B	+$43.5M	18	0.45%	Increased
29	Nuveen Charlotte, North Carolina	$1.74B	+$185M	20	0.56%	Increased
30	Neuberger Berman Group New York	$1.66B	+$967M	13	0.72%	Increased
31	Pictet Asset Management Carouge, Switzerland	$1.42B	-$101M	18	1.57%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$1.4B	+$32.6M	20	0.41%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$1.36B	+$77.8M	16	1.33%	Increased
34	1832 Asset Management Toronto, Ontario, Canada	$1.34B	-$4.55M	9	1.94%	Reduced
35	California Public Employees Retirement System Sacramento, California	$1.33B	+$37.7M	11	1.01%	Increased
36	Federated Hermes Pittsburgh, Pennsylvania	$1.3B	-$15.6M	14	3.22%	Reduced
37	Mirae Asset Global Investments Seoul, South Korea	$1.27B	+$72.7M	21	2.59%	Increased
38	Third Point New York	$1.22B	+$51.5M	2	18.38%	Increased
39	ClearBridge Investments (Australia) Sydney, Australia	$1.21B	+$149M	6	33.92%	Increased
40	Fidelity International Hamilton, Bermuda	$1.17B	-$148M	10	1.23%	Reduced
41	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.17B	+$121M	3	4.1%	Increased
42	UBS AM Chicago, Illinois	$1.14B	+$122M	15	0.45%	Increased
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.13B	-$138M	22	0.67%	Reduced
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.11B	-$86.5M	21	0.57%	Reduced
45	Dodge & Cox San Francisco, California	$1.07B	+$289M	1	0.68%	Increased
46	Bank of Nova Scotia Toronto, Ontario, Canada	$1.01B	-$120M	16	1.89%	Reduced
47	AllianceBernstein Nashville, Tennessee	$998M	-$112M	21	0.38%	Reduced
48	CIBC Asset Management Toronto, Ontario, Canada	$976M	+$111M	17	3.64%	Increased
49	Mackenzie Financial Toronto Ontario, Ontario, Canada	$972M	+$5.35M	18	1.47%	Increased
50	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$944M	-$13.4M	11	1.19%	Reduced