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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	Charles Schwab San Francisco, California	$4.44B	+$110M	26	0.77%	Increased
27	Principal Financial Group Des Moines, Iowa	$4.42B	+$62.7M	22	2.34%	Increased
28	UBS AM Chicago, Illinois	$4.33B	+$284M	24	0.88%	Increased
29	Bank of Montreal Toronto, Ontario, Canada	$4.28B	-$161M	32	2.01%	Reduced
30	Coatue Management New York	$3.99B	+$3.82M	3	11.12%	Increased
31	Jennison Associates New York	$3.31B	+$476M	14	1.97%	Increased
32	TD Asset Management Toronto, Ontario, Canada	$3.25B	+$37.4M	18	2.78%	Increased
33	Nuveen Charlotte, North Carolina	$3.14B	+$388M	27	0.87%	Increased
34	Dimensional Fund Advisors Austin, Texas	$3.1B	-$57.8M	24	0.72%	Reduced
35	Wells Fargo San Francisco, California	$2.71B	+$91.4M	38	0.56%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.69B	+$233M	28	0.99%	Increased
37	Brookfield Corp Toronto, Ontario, Canada	$2.6B	-$1.61B	6	3.16%	Reduced
38	Pershing Square Capital Management New York	$2.55B	+$8.66M	1	18.54%	Increased
39	Fidelity International Hamilton, Bermuda	$2.46B	+$228M	14	2.1%	Increased
40	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.39B	-$295M	28	4.63%	Reduced
41	National Bank of Canada Montreal, Quebec, Canada	$2.28B	-$34.6M	35	2.16%	Reduced
42	Raymond James Financial St Petersburg, Florida	$2.22B	+$192M	38	0.76%	Increased
43	Pictet Asset Management Carouge, Switzerland	$2.12B	-$80.7M	23	2.15%	Reduced
44	AllianceBernstein Nashville, Tennessee	$2.11B	-$496M	26	0.69%	Reduced
45	Amundi Paris, France	$1.99B	-$48.3M	14	0.69%	Reduced
46	Swiss National Bank Zurich, Switzerland	$1.99B	+$112M	23	1.19%	Increased
47	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.99B	+$329M	15	1.7%	Increased
48	VanEck Associates New York	$1.97B	+$160M	24	2.23%	Increased
49	Lone Pine Capital Greenwich, Connecticut	$1.92B	+$588M	3	13.65%	Increased
50	DZ Bank Frankfurt Am Main, Germany	$1.86B	+$55.8M	10	1.86%	Increased