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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	Barclays London, United Kingdom	$2.32B	+$187M	37	0.56%	Increased
52	Fidelity International Hamilton, Bermuda	$2.28B	-$143M	15	1.77%	Reduced
53	Pictet Asset Management Carouge, Switzerland	$2.2B	+$33.6M	24	2.32%	Increased
54	Citigroup New York	$2.12B	+$245M	35	0.91%	Increased
55	Vanguard Global Advisers Malvern, Pennsylvania	$2.09B	+$2.09B	30	1.12%	New
56	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.05B	-$22.9M	5	6.72%	Reduced
57	National Bank of Canada Montreal, Quebec, Canada	$2.05B	+$24.2M	39	1.84%	Increased
58	Newport Trust Company Washington, District of Columbia	$2.03B	-$63.8M	3	4.99%	Reduced
59	Janus Henderson Group London,	$2.03B	+$1.14B	24	0.97%	Increased
60	Lone Pine Capital Greenwich, Connecticut	$1.96B	+$134M	3	15.66%	Increased
61	First Trust Advisors Wheaton, Illinois	$1.92B	-$57.9M	26	1.37%	Reduced
62	Victory Capital Management San Antonio, Texas	$1.84B	-$169M	20	1.18%	Reduced
63	LPL Financial San Diego, California	$1.83B	+$103M	39	0.49%	Increased
64	W.H. Reaves & Co Jersey City, New Jersey	$1.83B	-$59.4M	11	30.32%	Reduced
65	HSBC Holdings London, United Kingdom	$1.79B	-$647K	20	0.94%	Reduced
66	Arrowstreet Capital Boston, Massachusetts	$1.76B	+$136M	10	0.95%	Increased
67	AllianceBernstein Nashville, Tennessee	$1.74B	+$59.1M	26	0.56%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.72B	-$79.7M	14	1.11%	Reduced
69	American Century Companies Kansas City, Missouri	$1.68B	-$330M	25	0.86%	Reduced
70	Citadel Advisors Miami, Florida	$1.62B	+$85.3M	39	0.26%	Increased
71	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.59B	-$132M	31	1.36%	Reduced
72	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.58B	+$134M	15	1.06%	Increased
73	Rubric Capital Management (New York) New York	$1.58B	-$231M	3	16.69%	Reduced
74	Alkeon Capital Management New York	$1.5B	+$190M	4	2.51%	Increased
75	Millennium Management New York	$1.48B	+$3.42M	30	0.62%	Increased