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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	$9.09B	+$191M	15	0.72%	Increased
2	State Street Boston, Massachusetts	$8.13B	+$580M	11	0.88%	Increased
3	Franklin Resources San Mateo, California	$6.75B	-$183M	10	2.97%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$4.43B	+$67.8M	14	0.74%	Increased
5	BlackRock Fund Advisors San Francisco, California	$3.59B	+$307M	15	1.01%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$3.57B	-$315M	11	0.77%	Reduced
7	Capital World Investors Los Angeles, California	$3.3B	-$84.2M	4	0.91%	Reduced
8	Capital Research Global Investors Los Angeles, California	$3.23B	-$101M	4	1.13%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$3B	+$184M	21	2.03%	Increased
10	Norges Bank Oslo, Norway	$2.77B	+$1.39B	11	0.75%	Increased
11	JP Morgan Chase New York	$2.55B	-$118M	13	0.65%	Reduced
12	Fidelity Investments Boston, Massachusetts	$2.48B	+$119M	12	0.33%	Increased
13	Bank of New York Mellon New York	$2.35B	+$114M	14	0.63%	Increased
14	Northern Trust Chicago, Illinois	$2.24B	-$9.41M	19	0.7%	Reduced
15	Wellington Management Group Boston, Massachusetts	$2.05B	+$191M	10	0.55%	Increased
16	Invesco Atlanta, Georgia	$2.04B	+$96.1M	13	0.8%	Increased
17	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.8B	+$29.6M	4	2.42%	Increased
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.7B	+$231M	20	1.15%	Increased
19	BlackRock Group London, United Kingdom	$1.35B	+$78.5M	11	0.78%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$1.33B	+$112M	19	1.48%	Increased
21	Geode Capital Management Boston, Massachusetts	$1.22B	+$4.5M	13	0.79%	Increased
22	Bank of America Charlotte, North Carolina	$1.11B	+$177M	21	0.35%	Increased
23	TD Asset Management Toronto, Ontario, Canada	$1.05B	+$11.7M	12	1.8%	Increased
24	Principal Financial Group Des Moines, Iowa	$1B	+$158M	11	1.69%	Increased
25	Legal & General Group London, United Kingdom	$992M	-$7.5M	11	1.16%	Reduced