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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	$8.76B	+$192M	14	0.68%	Increased
2	State Street Boston, Massachusetts	$7.38B	-$295M	11	0.79%	Reduced
3	Franklin Resources San Mateo, California	$6.58B	+$181M	10	3%	Increased
4	BlackRock Institutional Trust San Francisco, California	$4.2B	+$31.4M	15	0.71%	Increased
5	BlackRock Fund Advisors San Francisco, California	$3.33B	-$60.6M	15	0.94%	Reduced
6	Capital World Investors Los Angeles, California	$3.19B	+$36.1M	4	0.9%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$3.18B	-$117M	11	0.69%	Reduced
8	Capital Research Global Investors Los Angeles, California	$2.97B	-$123M	4	1.03%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$2.85B	-$152M	21	1.95%	Reduced
10	Fidelity Investments Boston, Massachusetts	$2.46B	+$79.1M	13	0.33%	Increased
11	JP Morgan Chase New York	$2.28B	-$27.2M	14	0.54%	Reduced
12	Bank of New York Mellon New York	$2.23B	+$10.8M	14	0.6%	Increased
13	Northern Trust Chicago, Illinois	$2.1B	-$24.8M	17	0.66%	Reduced
14	Wellington Management Group Boston, Massachusetts	$1.88B	-$69.9M	11	0.52%	Reduced
15	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.88B	+$203M	4	2.56%	Increased
16	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.65B	+$41.7M	21	1.02%	Increased
17	Invesco Atlanta, Georgia	$1.65B	-$276M	13	0.66%	Reduced
18	Norges Bank Oslo, Norway	$1.34B	-$1.32B	11	0.73%	Reduced
19	BlackRock Group London, United Kingdom	$1.31B	+$35.4M	11	0.76%	Increased
20	Brookfield Corp Toronto, Ontario, Canada	$1.22B	+$1.18B	1	7.21%	New
21	Bank of Montreal Toronto, Ontario, Canada	$1.19B	-$137M	19	1.35%	Reduced
22	Geode Capital Management Boston, Massachusetts	$1.15B	-$1.68M	13	0.75%	Reduced
23	Bank of America Charlotte, North Carolina	$1.05B	-$3.16M	23	0.34%	Reduced
24	TD Asset Management Toronto, Ontario, Canada	$1.05B	-$2.95M	12	1.81%	Reduced
25	Wells Fargo San Francisco, California	$959M	+$83.7M	22	0.4%	Increased