← All themes

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	Vanguard Group Malvern, Pennsylvania	$7.38B	+$147M	17	0.72%	Increased
2	State Street Boston, Massachusetts	$6.64B	-$27.7M	13	0.82%	Reduced
3	Franklin Resources San Mateo, California	$5.6B	+$249M	10	2.98%	Increased
4	BlackRock Institutional Trust San Francisco, California	$3.72B	-$56.8M	17	0.72%	Reduced
5	Capital Research Global Investors Los Angeles, California	$3.5B	+$8.01M	5	1.38%	Increased
6	BlackRock Fund Advisors San Francisco, California	$2.73B	-$11.2M	15	0.92%	Reduced
7	Capital World Investors Los Angeles, California	$2.61B	+$136M	3	0.79%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$2.56B	+$111M	10	0.64%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$2.45B	+$8.87M	19	1.88%	Increased
10	JP Morgan Chase New York	$2.08B	+$89.1M	14	0.62%	Increased
11	Northern Trust Chicago, Illinois	$1.97B	-$64M	19	0.69%	Reduced
12	Bank of New York Mellon New York	$1.91B	-$22M	16	0.57%	Reduced
13	Wellington Management Group Boston, Massachusetts	$1.9B	-$1.53M	9	0.59%	Reduced
14	Fidelity Investments Boston, Massachusetts	$1.46B	-$410M	12	0.22%	Reduced
15	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.38B	-$9.78M	4	2.2%	Reduced
16	Invesco Atlanta, Georgia	$1.36B	-$55.6M	16	0.59%	Reduced
17	Norges Bank Oslo, Norway	$1.21B	-$42.9M	11	0.71%	Reduced
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.16B	+$41.5M	21	0.86%	Increased
19	BlackRock Group London, United Kingdom	$1.12B	+$66.6M	12	0.75%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$1.05B	+$92.6M	17	1.64%	Increased
21	Geode Capital Management Boston, Massachusetts	$978M	+$38.7M	15	0.78%	Increased
22	Bank of America Charlotte, North Carolina	$963M	+$191M	22	0.38%	Increased
23	TD Asset Management Toronto, Ontario, Canada	$938M	+$59.2M	12	1.86%	Increased
24	Massachusetts Financial Services Boston, Massachusetts	$866M	+$20.3M	9	0.54%	Increased
25	Legal & General Group London, United Kingdom	$861M	+$30.5M	11	1.13%	Increased