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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	$3.97B	+$14.6M	28	1.05%	Increased
27	Charles Schwab San Francisco, California	$3.67B	+$91.8M	27	0.68%	Increased
28	Wellington Management Group Boston, Massachusetts	$3.53B	-$221M	18	0.65%	Reduced
29	Coatue Management New York	$3.17B	-$276M	3	10.67%	Reduced
30	UBS Group Zurich, Switzerland	$3.13B	+$623M	40	0.58%	Increased
31	UBS AM Chicago, Illinois	$3.08B	+$379M	23	0.72%	Increased
32	Dimensional Fund Advisors Austin, Texas	$2.5B	-$98.8M	23	0.6%	Reduced
33	TD Asset Management Toronto, Ontario, Canada	$2.28B	+$61.4M	18	2.02%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.19B	-$82.5M	28	0.86%	Reduced
35	Nuveen Charlotte, North Carolina	$2.15B	-$94.6M	26	0.61%	Reduced
36	Fidelity International Hamilton, Bermuda	$2.11B	-$41.3M	13	1.97%	Reduced
37	DZ Bank Frankfurt Am Main, Germany	$2.11B	-$374M	9	2.14%	Reduced
38	1832 Asset Management Toronto, Ontario, Canada	$2.08B	+$207M	12	1.77%	Increased
39	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.01B	+$55M	29	4.25%	Increased
40	Pershing Square Capital Management New York	$2B	+$122M	1	15.83%	Increased
41	Pictet Asset Management Carouge, Switzerland	$1.89B	+$146M	23	2.04%	Increased
42	AllianceBernstein Nashville, Tennessee	$1.88B	-$50.5M	26	0.64%	Reduced
43	National Bank of Canada Montreal, Quebec, Canada	$1.87B	+$1.17B	30	1.98%	Increased
44	Raymond James Financial St Petersburg, Florida	$1.72B	+$1.77B	31	0.64%	New
45	Newport Trust Company Washington, District of Columbia	$1.67B	-$18.7M	3	4.05%	Reduced
46	Amundi Paris, France	$1.58B	+$207M	16	0.55%	Increased
47	California Public Employees Retirement System Sacramento, California	$1.58B	-$31.3M	12	1.06%	Reduced
48	Jennison Associates New York	$1.56B	+$70.5M	14	0.94%	Increased
49	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.55B	-$216M	3	5.27%	Reduced
50	Wells Fargo San Francisco, California	$1.49B	+$98.5M	36	0.34%	Increased