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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	$3.93B	+$325M	28	1.03%	Increased
27	Wellington Management Group Boston, Massachusetts	$3.62B	-$390M	14	0.63%	Reduced
28	Charles Schwab San Francisco, California	$3.48B	+$86.4M	26	0.66%	Increased
29	Coatue Management New York	$3.35B	+$579M	3	12.44%	Increased
30	UBS AM Chicago, Illinois	$2.64B	+$95.6M	22	0.68%	Increased
31	UBS Group Zurich, Switzerland	$2.47B	+$355M	38	0.54%	Increased
32	Dimensional Fund Advisors Austin, Texas	$2.43B	-$102M	22	0.59%	Reduced
33	Rubric Capital Management (New York) New York	$2.41B	+$1.65B	3	39.29%	Increased
34	Nuveen Charlotte, North Carolina	$2.25B	-$194M	25	0.63%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.21B	+$286M	27	0.9%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$2.08B	+$29.6M	19	1.84%	Increased
37	Fidelity International Hamilton, Bermuda	$2.06B	+$40.8M	11	1.87%	Increased
38	DZ Bank Frankfurt Am Main, Germany	$2B	+$53.6M	8	1.96%	Increased
39	Lone Pine Capital Greenwich, Connecticut	$1.88B	+$213M	4	14%	Increased
40	1832 Asset Management Toronto, Ontario, Canada	$1.82B	+$66M	11	1.39%	Increased
41	AllianceBernstein Nashville, Tennessee	$1.8B	+$243M	25	0.61%	Increased
42	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.79B	+$83M	28	4.04%	Increased
43	Pictet Asset Management Carouge, Switzerland	$1.77B	-$192M	21	1.95%	Reduced
44	Pershing Square Capital Management New York	$1.74B	+$1.23B	1	13.47%	Increased
45	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.65B	-$56.7M	4	5.41%	Reduced
46	California Public Employees Retirement System Sacramento, California	$1.62B	-$50.4M	12	1.13%	Reduced
47	Third Point New York	$1.61B	+$38.9M	3	21.68%	Increased
48	Swiss National Bank Zurich, Switzerland	$1.51B	+$6.51M	21	0.98%	Increased
49	GQG Partners Ft. Lauderdale, Florida	$1.49B	+$246M	1	2.34%	Increased
50	Jennison Associates New York	$1.46B	+$82.2M	12	0.9%	Increased