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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.86B +$141M 32 1.86% Increased
27
Wellington Management Group
Wellington Management Group
Massachusetts
$4.56B -$483M 19 0.8% Reduced
28
Brookfield Corp
Brookfield Corp
Ontario, Canada
$4.37B +$1.74B 7 5.09% Increased
29
Coatue Management
Coatue Management
New York
$4.22B -$130M 3 10.34% Reduced
30
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.02B +$610M 32 6.43% Increased
31
UBS AM
UBS AM
Illinois
$3.88B -$766M 19 0.84% Reduced
32
TD Asset Management
TD Asset Management
Ontario, Canada
$3.75B +$90.7M 19 3.04% Increased
33
Nuveen
Nuveen
North Carolina
$3.49B +$93.8M 27 0.92% Increased
34
VanEck Associates
VanEck Associates
New York
$3.42B +$760M 26 3.18% Increased
35
Jennison Associates
Jennison Associates
New York
$3.38B -$82.7M 17 1.97% Reduced
36
Wells Fargo
Wells Fargo
California
$3.38B +$462M 38 0.64% Increased
37
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.33B -$27M 26 0.71% Reduced
38
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.81B -$9.32M 1 19.21% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$2.72B -$165M 28 0.91% Reduced
40
Fidelity International
Fidelity International
Bermuda
$2.5B -$231M 15 1.96% Reduced
41
Raymond James Financial
Raymond James Financial
Florida
$2.49B +$58.9M 34 0.8% Increased
42
Amundi
Amundi
France
$2.34B +$62.5M 15 0.75% Increased
43
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.29B +$113M 15 1.61% Increased
44
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.22B -$276M 38 2.21% Reduced
45
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.13B -$10.5M 3 15.47% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$2.09B -$77.7M 23 1.21% Reduced
47
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.07B -$204M 23 1.99% Reduced
48
AQR Capital Management
AQR Capital Management
Connecticut
$2.05B +$451M 27 1.32% Increased
49
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$2.04B +$230M 11 36.42% Increased
50
AllianceBernstein
AllianceBernstein
Tennessee
$2.04B -$272M 26 0.64% Reduced
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