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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	Wellington Management Group Boston, Massachusetts	$4.44B	+$24.2M	20	0.78%	Increased
27	Ameriprise Minneapolis, Minnesota	$4.41B	-$623M	26	1%	Reduced
28	Principal Financial Group Des Moines, Iowa	$4.37B	-$583M	21	2.23%	Reduced
29	UBS Group Zurich, Switzerland	$4.33B	-$584M	45	0.7%	Reduced
30	Coatue Management New York	$4.29B	-$195M	2	10.73%	Reduced
31	Jennison Associates New York	$4.06B	+$586M	17	2.43%	Increased
32	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$3.9B	+$461M	32	5.83%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$3.7B	-$100M	22	2.98%	Reduced
34	VanEck Associates New York	$3.67B	+$728M	26	3.03%	Increased
35	UBS AM Chicago, Illinois	$3.67B	-$146M	25	0.78%	Reduced
36	Nuveen Charlotte, North Carolina	$3.65B	+$202M	27	0.96%	Increased
37	Wells Fargo San Francisco, California	$3.54B	+$167M	39	0.65%	Increased
38	Dodge & Cox San Francisco, California	$3.28B	+$1.83B	3	1.77%	Increased
39	Dimensional Fund Advisors Austin, Texas	$3.09B	-$79.2M	25	0.65%	Reduced
40	Pershing Square Capital Management New York	$2.82B	-$5.8M	1	18.15%	Reduced
41	AQR Capital Management Greenwich, Connecticut	$2.68B	+$548M	29	1.4%	Increased
42	1832 Asset Management Toronto, Ontario, Canada	$2.61B	+$911M	17	1.99%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.42B	-$323M	29	0.79%	Reduced
44	Raymond James Financial St Petersburg, Florida	$2.35B	-$49.6M	34	0.73%	Reduced
45	Fidelity International Hamilton, Bermuda	$2.35B	-$236M	14	1.76%	Reduced
46	Rubric Capital Management (New York) New York	$2.07B	+$592M	4	24.8%	Increased
47	Pictet Asset Management Carouge, Switzerland	$2.06B	+$61.6M	24	2%	Increased
48	Lone Pine Capital Greenwich, Connecticut	$2.06B	+$162M	3	15.11%	Increased
49	National Bank of Canada Montreal, Quebec, Canada	$2.05B	-$202M	39	1.86%	Reduced
50	Amundi Paris, France	$2.02B	-$257M	19	0.55%	Reduced