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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	$14B	+$612M	19	0.87%	Increased
2	State Street Boston, Massachusetts	$9.46B	+$87M	12	1.02%	Increased
3	BlackRock Institutional Trust San Francisco, California	$5.16B	+$67.2M	15	0.84%	Increased
4	BlackRock Fund Advisors San Francisco, California	$4.84B	+$356M	17	1.07%	Increased
5	Franklin Resources San Mateo, California	$3.97B	-$22.6M	10	2.13%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$3.49B	-$242M	11	0.74%	Reduced
7	Royal Bank of Canada Toronto, Ontario, Canada	$3.43B	+$17.4M	19	2.04%	Increased
8	Capital World Investors Los Angeles, California	$3.23B	+$382M	4	0.87%	Increased
9	Capital Research Global Investors Los Angeles, California	$3.01B	-$7.28M	2	1.03%	Reduced
10	Fidelity Investments Boston, Massachusetts	$2.95B	+$10.4M	12	0.4%	Increased
11	Wellington Management Group Boston, Massachusetts	$2.94B	+$19.4M	11	0.76%	Increased
12	Northern Trust Chicago, Illinois	$2.45B	+$30.8M	17	0.8%	Increased
13	Bank of America Charlotte, North Carolina	$2.41B	+$127M	22	0.56%	Increased
14	Invesco Atlanta, Georgia	$2.3B	+$284M	13	0.84%	Increased
15	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.2B	+$168M	20	1.55%	Increased
16	Norges Bank Oslo, Norway	$1.98B	+$77.7M	11	0.94%	Increased
17	Bank of New York Mellon New York	$1.97B	-$58M	14	0.6%	Reduced
18	BlackRock Group London, United Kingdom	$1.84B	+$76.6M	12	0.95%	Increased
19	Brookfield Corp Toronto, Ontario, Canada	$1.77B	+$326M	2	8.73%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$1.72B	+$83.9M	16	1.97%	Increased
21	Geode Capital Management Boston, Massachusetts	$1.59B	+$15.4M	14	0.87%	Increased
22	Goldman Sachs New York	$1.56B	-$118M	18	0.51%	Reduced
23	Ameriprise Minneapolis, Minnesota	$1.48B	+$182M	12	0.87%	Increased
24	AQR Capital Management Greenwich, Connecticut	$1.46B	+$192M	11	2.57%	Increased
25	LSV Asset Management Chicago, Illinois	$1.34B	-$25.8M	7	2.75%	Reduced