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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	$10.8B	+$420M	20	0.73%	Increased
2	State Street Boston, Massachusetts	$7.41B	-$184M	13	0.81%	Reduced
3	Franklin Resources San Mateo, California	$4.89B	-$873M	10	2.48%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$4.3B	+$21.8M	17	0.71%	Increased
5	BlackRock Fund Advisors San Francisco, California	$3.73B	+$236M	17	0.86%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$3.51B	+$303M	11	0.74%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$3.15B	+$152M	20	2.07%	Increased
8	Capital Research Global Investors Los Angeles, California	$2.84B	-$81.6M	2	0.97%	Reduced
9	Fidelity Investments Boston, Massachusetts	$2.74B	-$145M	13	0.37%	Reduced
10	Wellington Management Group Boston, Massachusetts	$2.46B	+$225M	12	0.64%	Increased
11	Capital World Investors Los Angeles, California	$2.17B	-$199M	4	0.61%	Reduced
12	Northern Trust Chicago, Illinois	$2.05B	-$106M	18	0.68%	Reduced
13	Bank of America Charlotte, North Carolina	$1.99B	-$2.12M	20	0.47%	Reduced
14	Bank of New York Mellon New York	$1.77B	-$296M	15	0.54%	Reduced
15	Invesco Atlanta, Georgia	$1.64B	+$253M	14	0.66%	Increased
16	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.6B	+$12.9M	20	1.1%	Increased
17	Norges Bank Oslo, Norway	$1.51B	+$64.9M	11	0.75%	Increased
18	BlackRock Group London, United Kingdom	$1.45B	+$20.7M	12	0.8%	Increased
19	Bank of Montreal Toronto, Ontario, Canada	$1.39B	+$46.5M	18	1.66%	Increased
20	Geode Capital Management Boston, Massachusetts	$1.32B	+$2.61M	15	0.75%	Increased
21	Brookfield Corp Toronto, Ontario, Canada	$1.24B	-$1.23B	2	6.85%	Reduced
22	Goldman Sachs New York	$1.13B	+$29.6M	17	0.36%	Increased
23	Principal Financial Group Des Moines, Iowa	$1.09B	-$50.8M	11	1.61%	Reduced
24	Ameriprise Minneapolis, Minnesota	$1.06B	-$16.3M	12	0.62%	Reduced
25	Legal & General Group London, United Kingdom	$1.05B	+$18.3M	12	1.19%	Increased