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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	Vanguard Group Malvern, Pennsylvania	$8.46B	+$203M	16	0.71%	Increased
2	State Street Boston, Massachusetts	$7.14B	-$67M	12	0.81%	Reduced
3	Franklin Resources San Mateo, California	$6.42B	+$29.8M	9	3.03%	Increased
4	BlackRock Institutional Trust San Francisco, California	$4.14B	+$64.4M	15	0.71%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$3.5B	+$341M	11	0.79%	Increased
6	Capital Research Global Investors Los Angeles, California	$3.2B	-$391M	5	1.16%	Reduced
7	Capital World Investors Los Angeles, California	$3.13B	-$32.3M	5	0.89%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$3.06B	+$11.2M	15	0.91%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$2.69B	-$55.5M	19	1.98%	Reduced
10	JP Morgan Chase New York	$2.62B	+$663M	12	0.72%	Increased
11	Fidelity Investments Boston, Massachusetts	$2.28B	+$411M	13	0.32%	Increased
12	Northern Trust Chicago, Illinois	$2.14B	+$10.4M	19	0.67%	Increased
13	Bank of New York Mellon New York	$2.13B	-$27.7M	15	0.58%	Reduced
14	Wellington Management Group Boston, Massachusetts	$1.88B	-$253M	10	0.52%	Reduced
15	Invesco Atlanta, Georgia	$1.82B	+$152M	13	0.74%	Increased
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.55B	+$18.8M	4	2.22%	Increased
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.36B	+$173M	21	0.97%	Increased
18	Norges Bank Oslo, Norway	$1.28B	+$7.14M	11	0.72%	Increased
19	BlackRock Group London, United Kingdom	$1.21B	+$12.6M	11	0.76%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$1.17B	+$7.58M	16	1.51%	Increased
21	Geode Capital Management Boston, Massachusetts	$1.16B	+$20.9M	14	0.78%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$990M	-$28.7M	12	1.8%	Reduced
23	Legal & General Group London, United Kingdom	$951M	-$12.4M	11	1.15%	Reduced
24	Wells Fargo San Francisco, California	$947M	+$24.1M	21	0.4%	Increased
25	Bank of America Charlotte, North Carolina	$903M	+$47.1M	21	0.34%	Increased