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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
51	1832 Asset Management Toronto, Ontario, Canada	$2.8B	+$67.8M	16	1.41%	Increased
52	First Trust Advisors Wheaton, Illinois	$2.64B	+$404M	26	1.56%	Increased
53	Barclays London, United Kingdom	$2.6B	+$73.3M	40	0.5%	Increased
54	Victory Capital Management San Antonio, Texas	$2.54B	+$585M	21	1.42%	Increased
55	Swiss National Bank Zurich, Switzerland	$2.5B	-$76.7M	25	1.31%	Reduced
56	Newport Trust Company Washington, District of Columbia	$2.48B	-$49M	3	5.97%	Reduced
57	Pershing Square Capital Management New York	$2.45B	-$99.1M	1	12.58%	Reduced
58	Fidelity International Hamilton, Bermuda	$2.33B	+$30.6M	17	1.67%	Increased
59	Vanguard Global Advisers Malvern, Pennsylvania	$2.29B	+$25.5M	32	1.06%	Increased
60	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.23B	+$290M	19	2.23%	Increased
61	ClearBridge Investments New York	$2.22B	-$239M	13	1.84%	Reduced
62	Pictet Asset Management Carouge, Switzerland	$2.15B	-$131M	25	2.05%	Reduced
63	National Bank of Canada Montreal, Quebec, Canada	$2.15B	+$31.5M	38	1.53%	Increased
64	HSBC Holdings London, United Kingdom	$2.1B	+$108M	20	0.88%	Increased
65	American Century Companies Kansas City, Missouri	$2.06B	+$147M	28	0.91%	Increased
66	W.H. Reaves & Co Jersey City, New Jersey	$2.05B	+$89.7M	13	31.04%	Increased
67	LPL Financial San Diego, California	$2.02B	+$94.6M	43	0.45%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.95B	+$48M	14	1.12%	Increased
69	Rubric Capital Management (New York) New York	$1.93B	+$91.8M	3	17.72%	Increased
70	AllianceBernstein Nashville, Tennessee	$1.93B	-$95.9M	30	0.64%	Reduced
71	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.91B	+$143M	15	1.06%	Increased
72	Baird Financial Group Milwaukee, Wisconsin	$1.83B	+$8.83M	20	2.52%	Increased
73	Neuberger Berman Group New York	$1.79B	+$267M	25	1.19%	Increased
74	Vanguard Asset Management London, Ec4n 8af,	$1.77B	+$209M	26	1.19%	Increased
75	Envestnet Asset Management Chicago, Illinois	$1.71B	+$108M	28	0.4%	Increased