← 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	$9.99B	+$94.8M	19	0.68%	Increased
2	State Street Boston, Massachusetts	$7.05B	-$370M	12	0.75%	Reduced
3	Franklin Resources San Mateo, California	$5.8B	+$219M	10	2.63%	Increased
4	BlackRock Institutional Trust San Francisco, California	$4.13B	-$104M	16	0.66%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$3.35B	-$29.7M	13	0.8%	Reduced
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.15B	+$75.4M	21	2.18%	Increased
7	Capital World Investors Los Angeles, California	$2.69B	-$122M	4	0.73%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$2.68B	+$277M	12	0.55%	Increased
9	Capital Research Global Investors Los Angeles, California	$2.64B	+$224M	2	0.87%	Increased
10	Fidelity Investments Boston, Massachusetts	$2.52B	+$94.8M	13	0.32%	Increased
11	Northern Trust Chicago, Illinois	$2.1B	+$29.6M	18	0.63%	Increased
12	Wellington Management Group Boston, Massachusetts	$2.04B	+$205M	11	0.53%	Increased
13	Bank of New York Mellon New York	$2.04B	-$38.3M	15	0.56%	Reduced
14	JP Morgan Chase New York	$1.48B	-$569M	13	0.35%	Reduced
15	Invesco Atlanta, Georgia	$1.47B	-$3.93M	15	0.58%	Reduced
16	Norges Bank Oslo, Norway	$1.46B	-$1.15M	11	0.73%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$1.46B	+$8.51M	17	1.71%	Increased
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.45B	-$211M	20	0.92%	Reduced
19	BlackRock Group London, United Kingdom	$1.32B	-$4.95M	11	0.72%	Reduced
20	Geode Capital Management Boston, Massachusetts	$1.24B	+$5.56M	14	0.71%	Increased
21	Principal Financial Group Des Moines, Iowa	$1.17B	+$86.4M	11	1.74%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$1.12B	-$9.56M	13	2%	Reduced
23	Bank of America Charlotte, North Carolina	$1.09B	-$5.19M	21	0.35%	Reduced
24	Goldman Sachs New York	$1.08B	+$35.6M	16	0.34%	Increased
25	Wells Fargo San Francisco, California	$1.02B	+$29.4M	21	0.39%	Increased