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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	$10.4B	+$637M	15	0.75%	Increased
2	State Street Boston, Massachusetts	$8.84B	+$563M	11	0.88%	Increased
3	Franklin Resources San Mateo, California	$6.19B	-$1.27B	10	2.81%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$4.72B	+$25.4M	15	0.75%	Increased
5	BlackRock Fund Advisors San Francisco, California	$4.22B	+$441M	14	1.04%	Increased
6	Capital Research Global Investors Los Angeles, California	$3.4B	+$47.1M	3	1.16%	Increased
7	Capital World Investors Los Angeles, California	$3.27B	-$415M	4	0.89%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$3.24B	-$349M	11	0.69%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$3.23B	+$125M	20	2.09%	Increased
10	Fidelity Investments Boston, Massachusetts	$2.72B	-$17.5M	13	0.35%	Reduced
11	JP Morgan Chase New York	$2.53B	+$220M	13	0.58%	Increased
12	Bank of New York Mellon New York	$2.47B	+$9.02M	13	0.65%	Increased
13	Northern Trust Chicago, Illinois	$2.37B	+$26.7M	17	0.71%	Increased
14	Wellington Management Group Boston, Massachusetts	$1.98B	-$62.5M	11	0.52%	Reduced
15	Invesco Atlanta, Georgia	$1.68B	-$148M	12	0.65%	Reduced
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.65B	-$464M	4	2.21%	Reduced
17	BlackRock Group London, United Kingdom	$1.56B	+$91.5M	11	0.83%	Increased
18	Norges Bank Oslo, Norway	$1.55B	+$64.6M	11	0.79%	Increased
19	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.52B	-$340M	21	0.94%	Reduced
20	Bank of Montreal Toronto, Ontario, Canada	$1.38B	+$70.7M	18	1.57%	Increased
21	Geode Capital Management Boston, Massachusetts	$1.34B	+$54.5M	13	0.8%	Increased
22	Brookfield Corp Toronto, Ontario, Canada	$1.31B	+$59.7M	3	6.26%	Increased
23	TD Asset Management Toronto, Ontario, Canada	$1.22B	+$64.3M	12	2.03%	Increased
24	Goldman Sachs New York	$1.14B	+$200M	17	0.36%	Increased
25	Wells Fargo San Francisco, California	$1.12B	+$62.7M	21	0.44%	Increased