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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
1	BlackRock New York	$75.6B	+$1.35B	37	1.12%	Increased
2	Vanguard Capital Management Malvern, Pennsylvania	$58.3B	+$929M	33	1.25%	Increased
3	State Street Boston, Massachusetts	$43.3B	+$1.2B	30	1.28%	Increased
4	Fidelity Investments Boston, Massachusetts	$31.4B	-$3.32B	37	1.36%	Reduced
5	Vanguard Portfolio Management Malvern, Pennsylvania	$30.5B	+$613M	26	1.37%	Increased
6	Geode Capital Management Boston, Massachusetts	$22.6B	+$340M	38	1.2%	Increased
7	Capital World Investors Los Angeles, California	$18.7B	+$1.04B	11	2.21%	Increased
8	Morgan Stanley New York	$18B	+$182M	48	0.95%	Increased
9	JP Morgan Chase New York	$17.8B	-$2.92B	39	0.98%	Reduced
10	Norges Bank Oslo, Norway	$12.8B	+$12.5B	19	1.27%	New
11	T. Rowe Price Associates Baltimore, Maryland	$12B	+$890M	28	1.2%	Increased
12	Invesco Atlanta, Georgia	$12B	+$326M	31	0.95%	Increased
13	Bank of America Charlotte, North Carolina	$11.6B	-$281M	39	0.75%	Reduced
14	Royal Bank of Canada Toronto, Ontario, Canada	$10.8B	+$468M	45	1.6%	Increased
15	Capital Research Global Investors Los Angeles, California	$10.3B	+$1.5B	11	1.44%	Increased
16	Goldman Sachs New York	$10B	+$2.07B	41	0.87%	Increased
17	Massachusetts Financial Services Boston, Massachusetts	$9.44B	-$704M	16	3%	Reduced
18	Northern Trust Chicago, Illinois	$8.28B	+$18.7M	33	0.96%	Increased
19	Partners Value Investments Hamilton, Bermuda	$7.73B	$0	1	78.87%	Maintained
20	Bank of New York Mellon New York	$7.19B	-$359M	31	1.18%	Reduced
21	Franklin Resources San Mateo, California	$6.94B	+$10.6M	24	1.5%	Increased
22	UBS Group Zurich, Switzerland	$6.83B	+$1.26B	49	0.87%	Increased
23	Charles Schwab San Francisco, California	$6.48B	+$327M	29	0.86%	Increased
24	Vanguard Fiduciary Trust Malvern, Pennsylvania	$6.24B	+$63.8M	33	1.37%	Increased
25	Legal & General Group London, United Kingdom	$6.17B	-$287M	31	1.29%	Reduced