← 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	$10.3B	+$75M	19	0.75%	Increased
2	State Street Boston, Massachusetts	$7.57B	+$246M	12	0.88%	Increased
3	Franklin Resources San Mateo, California	$5.79B	-$312M	10	2.86%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$4.25B	-$41.6M	17	0.74%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$3.48B	+$24.9M	13	0.9%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$3.15B	+$397M	12	0.7%	Increased
7	Capital Research Global Investors Los Angeles, California	$3.02B	+$232M	2	1.08%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$3B	+$133M	20	2.24%	Increased
9	Fidelity Investments Boston, Massachusetts	$2.79B	+$249M	12	0.4%	Increased
10	Brookfield Corp Toronto, Ontario, Canada	$2.6B	+$2.19B	3	7.23%	Increased
11	Capital World Investors Los Angeles, California	$2.39B	-$398M	4	0.7%	Reduced
12	Wellington Management Group Boston, Massachusetts	$2.29B	+$190M	11	0.64%	Increased
13	Northern Trust Chicago, Illinois	$2.15B	-$21.6M	18	0.72%	Reduced
14	Bank of New York Mellon New York	$2.04B	-$52.1M	15	0.63%	Reduced
15	Bank of America Charlotte, North Carolina	$2.02B	+$898M	21	0.5%	Increased
16	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.57B	+$67.5M	20	1.22%	Increased
17	Norges Bank Oslo, Norway	$1.44B	-$19.3M	11	0.76%	Reduced
18	BlackRock Group London, United Kingdom	$1.43B	+$56.4M	12	0.84%	Increased
19	Invesco Atlanta, Georgia	$1.37B	-$113M	14	0.58%	Reduced
20	Bank of Montreal Toronto, Ontario, Canada	$1.34B	-$6.87M	19	1.85%	Reduced
21	Geode Capital Management Boston, Massachusetts	$1.32B	+$27.3M	16	0.8%	Increased
22	Principal Financial Group Des Moines, Iowa	$1.15B	+$34.5M	11	1.8%	Increased
23	JP Morgan Chase New York	$1.14B	-$221M	13	0.31%	Reduced
24	Goldman Sachs New York	$1.1B	-$6.64M	16	0.37%	Reduced
25	Ameriprise Minneapolis, Minnesota	$1.09B	+$71M	12	0.68%	Increased