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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	Principal Financial Group Des Moines, Iowa	$3.58B	-$173M	21	2.01%	Reduced
27	Charles Schwab San Francisco, California	$3.33B	-$206M	25	0.62%	Reduced
28	Wellington Management Group Boston, Massachusetts	$3.25B	+$56.2M	18	0.63%	Increased
29	UBS Group Zurich, Switzerland	$3.25B	+$371M	42	0.6%	Increased
30	UBS AM Chicago, Illinois	$3.14B	+$184M	24	0.8%	Increased
31	TD Asset Management Toronto, Ontario, Canada	$2.49B	+$442M	18	2.3%	Increased
32	Coatue Management New York	$2.39B	-$572M	2	10.54%	Reduced
33	Dimensional Fund Advisors Austin, Texas	$2.34B	+$47.7M	23	0.58%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.16B	+$133M	28	0.86%	Increased
35	Pershing Square Capital Management New York	$2.15B	+$347M	1	18.01%	Increased
36	Jennison Associates New York	$2.07B	+$788M	15	1.45%	Increased
37	Nuveen Charlotte, North Carolina	$2.03B	+$6.86M	26	0.62%	Increased
38	Pictet Asset Management Carouge, Switzerland	$1.93B	+$82.3M	23	2.14%	Increased
39	Wells Fargo San Francisco, California	$1.91B	+$608M	36	0.43%	Increased
40	AllianceBernstein Nashville, Tennessee	$1.79B	+$153M	25	0.65%	Increased
41	National Bank of Canada Montreal, Quebec, Canada	$1.78B	+$115M	34	1.86%	Increased
42	Fidelity International Hamilton, Bermuda	$1.61B	-$300M	13	1.53%	Reduced
43	Newport Trust Company Washington, District of Columbia	$1.61B	-$40.5M	3	4.12%	Reduced
44	California Public Employees Retirement System Sacramento, California	$1.56B	-$24.1M	12	1.09%	Reduced
45	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.56B	-$146M	4	5.65%	Reduced
46	Raymond James Financial St Petersburg, Florida	$1.55B	-$116M	30	0.58%	Reduced
47	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.54B	-$47.8M	29	3.28%	Reduced
48	Barclays London, United Kingdom	$1.51B	+$434M	31	0.43%	Increased
49	Amundi Paris, France	$1.49B	+$114M	18	0.54%	Increased
50	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.45B	+$93.8M	14	1.41%	Increased