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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	$2.75B	+$96.2M	28	0.49%	Increased
27	Legal & General Group London, United Kingdom	$2.7B	+$17.9M	21	0.78%	Increased
28	Charles Schwab San Francisco, California	$2.09B	+$31.9M	17	0.48%	Increased
29	Nuveen Charlotte, North Carolina	$2.04B	+$106M	20	0.6%	Increased
30	Fidelity International Hamilton, Bermuda	$1.8B	+$591M	10	1.79%	Increased
31	Dimensional Fund Advisors Austin, Texas	$1.73B	+$11.1M	21	0.47%	Increased
32	TD Asset Management Toronto, Ontario, Canada	$1.61B	+$141M	17	1.5%	Increased
33	Pictet Asset Management Carouge, Switzerland	$1.52B	+$34.6M	18	1.66%	Increased
34	California Public Employees Retirement System Sacramento, California	$1.42B	-$16.3M	11	1%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.38B	+$209M	21	0.64%	Increased
36	Federated Hermes Pittsburgh, Pennsylvania	$1.35B	-$65.3M	14	3.11%	Reduced
37	1832 Asset Management Toronto, Ontario, Canada	$1.32B	-$42.4M	11	0.78%	Reduced
38	Third Point New York	$1.28B	-$6.43M	2	16.32%	Reduced
39	UBS AM Chicago, Illinois	$1.26B	-$24.9M	14	0.45%	Reduced
40	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.23B	-$26.9M	4	4.13%	Reduced
41	ClearBridge Investments (Australia) Sydney, Australia	$1.2B	-$113M	6	34.17%	Reduced
42	UBS Group Zurich, Switzerland	$1.15B	+$190M	35	0.29%	Increased
43	AllianceBernstein Nashville, Tennessee	$1.13B	+$7.87M	21	0.4%	Increased
44	Dodge & Cox San Francisco, California	$1.12B	+$3.05M	1	0.65%	Increased
45	Bank of Nova Scotia Toronto, Ontario, Canada	$1.1B	+$36.9M	16	2.22%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.08B	-$115M	22	1%	Reduced
47	Neuberger Berman Group New York	$1.04B	-$876M	14	0.86%	Reduced
48	Swiss National Bank Zurich, Switzerland	$1.02B	-$35.9M	18	0.72%	Reduced
49	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.01B	-$3.5M	11	1.06%	Reduced
50	CIBC Asset Management Toronto, Ontario, Canada	$1.01B	+$18.4M	17	3.5%	Increased