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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	ClearBridge Investments New York	$2.02B	+$885M	11	1.52%	Increased
52	Barclays London, United Kingdom	$1.97B	-$11.9M	33	0.43%	Reduced
53	American Century Companies Kansas City, Missouri	$1.84B	+$72.9M	21	0.94%	Increased
54	Rubric Capital Management (New York) New York	$1.72B	-$647M	2	19.43%	Reduced
55	1832 Asset Management Toronto, Ontario, Canada	$1.69B	-$354M	17	1.34%	Reduced
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.68B	-$6.23M	12	0.97%	Reduced
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.68B	+$445M	30	1.38%	Increased
58	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.65B	-$13.3M	5	5.27%	Reduced
59	Citigroup New York	$1.63B	-$29.1M	35	0.73%	Reduced
60	California Public Employees Retirement System Sacramento, California	$1.59B	-$116M	14	0.95%	Reduced
61	Newport Trust Company Washington, District of Columbia	$1.59B	-$21.5M	3	3.61%	Reduced
62	First Trust Advisors Wheaton, Illinois	$1.57B	+$169M	25	1.17%	Increased
63	LPL Financial San Diego, California	$1.56B	+$254M	36	0.45%	Increased
64	Victory Capital Management San Antonio, Texas	$1.55B	+$4.38M	19	0.91%	Increased
65	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.52B	-$28.3M	26	1.84%	Reduced
66	Dodge & Cox San Francisco, California	$1.49B	-$13.8M	2	0.8%	Reduced
67	HSBC Holdings London, United Kingdom	$1.46B	+$131M	21	0.8%	Increased
68	CIBC Asset Management Toronto, Ontario, Canada	$1.45B	-$136M	21	4.21%	Reduced
69	Third Point New York	$1.41B	-$234M	4	15.67%	Reduced
70	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.38B	+$34.6M	8	1.07%	Increased
71	Neuberger Berman Group New York	$1.38B	-$14.9M	22	1.01%	Reduced
72	RhumbLine Advisers Boston, Massachusetts	$1.35B	+$20.4M	29	1.09%	Increased
73	Envestnet Asset Management Chicago, Illinois	$1.33B	+$16.1M	30	0.38%	Increased
74	AKRE Capital Management Middleburg, Virginia	$1.32B	-$223K	1	13.14%	Reduced
75	Jane Street New York	$1.3B	-$53.4M	39	0.2%	Reduced