← 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	$7.68B	+$163M	17	0.68%	Increased
2	State Street Boston, Massachusetts	$6.69B	-$53.5M	12	0.74%	Reduced
3	Franklin Resources San Mateo, California	$5.87B	+$287M	10	2.87%	Increased
4	BlackRock Institutional Trust San Francisco, California	$3.79B	+$10.3M	17	0.67%	Increased
5	Capital Research Global Investors Los Angeles, California	$3.31B	-$236M	5	1.22%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$3B	+$448M	10	0.69%	Increased
7	Capital World Investors Los Angeles, California	$2.95B	+$336M	5	0.83%	Increased
8	BlackRock Fund Advisors San Francisco, California	$2.83B	+$46.4M	15	0.86%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$2.59B	+$39.3M	21	1.84%	Increased
10	Bank of New York Mellon New York	$2.01B	+$53.3M	16	0.56%	Increased
11	Northern Trust Chicago, Illinois	$1.98B	-$33.7M	20	0.63%	Reduced
12	Wellington Management Group Boston, Massachusetts	$1.97B	-$8.8M	10	0.57%	Reduced
13	JP Morgan Chase New York	$1.94B	-$346M	14	0.55%	Reduced
14	Fidelity Investments Boston, Massachusetts	$1.76B	+$242M	12	0.25%	Increased
15	Invesco Atlanta, Georgia	$1.59B	+$196M	15	0.63%	Increased
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.37B	+$12.7M	4	1.99%	Increased
17	Norges Bank Oslo, Norway	$1.19B	-$64.4M	11	0.68%	Reduced
18	BlackRock Group London, United Kingdom	$1.11B	-$25.1M	12	0.71%	Reduced
19	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.1B	-$79.2M	21	0.79%	Reduced
20	Bank of Montreal Toronto, Ontario, Canada	$1.09B	-$9.37M	17	1.5%	Reduced
21	Geode Capital Management Boston, Massachusetts	$1.05B	+$59.1M	15	0.73%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$955M	-$8.87M	12	1.78%	Reduced
23	Legal & General Group London, United Kingdom	$897M	+$21.5M	11	1.09%	Increased
24	Massachusetts Financial Services Boston, Massachusetts	$872M	-$15.5M	8	0.49%	Reduced
25	Wells Fargo San Francisco, California	$865M	+$15.2M	21	0.38%	Increased