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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	$13.8B	+$431M	19	0.81%	Increased
2	State Street Boston, Massachusetts	$9.06B	+$60.9M	12	0.91%	Increased
3	BlackRock Institutional Trust San Francisco, California	$5.05B	+$135M	15	0.79%	Increased
4	BlackRock Fund Advisors San Francisco, California	$4.67B	+$54.8M	17	0.96%	Increased
5	Franklin Resources San Mateo, California	$4.28B	+$486M	10	2.24%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.59B	+$50.5M	21	2.03%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$3.54B	+$230M	11	0.71%	Increased
8	Capital Research Global Investors Los Angeles, California	$3.23B	+$369M	3	1.07%	Increased
9	Capital World Investors Los Angeles, California	$3.04B	-$55M	4	0.79%	Reduced
10	Wellington Management Group Boston, Massachusetts	$2.76B	-$39.4M	10	0.69%	Reduced
11	Invesco Atlanta, Georgia	$2.44B	+$218M	13	0.84%	Increased
12	Fidelity Investments Boston, Massachusetts	$2.43B	-$513M	13	0.32%	Reduced
13	Bank of America Charlotte, North Carolina	$2.42B	+$122M	20	0.53%	Increased
14	Northern Trust Chicago, Illinois	$2.37B	+$31.1M	16	0.74%	Increased
15	Bank of Montreal Toronto, Ontario, Canada	$1.99B	+$232M	15	2.18%	Increased
16	Bank of New York Mellon New York	$1.94B	+$46M	14	0.58%	Increased
17	Norges Bank Oslo, Norway	$1.85B	+$20.7M	11	0.87%	Increased
18	Brookfield Corp Toronto, Ontario, Canada	$1.82B	+$11.5M	2	9.91%	Increased
19	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.79B	-$321M	19	1.27%	Reduced
20	BlackRock Group London, United Kingdom	$1.77B	+$30.5M	12	0.89%	Increased
21	Goldman Sachs New York	$1.61B	+$119M	18	0.49%	Increased
22	Geode Capital Management Boston, Massachusetts	$1.6B	+$89.3M	15	0.81%	Increased
23	AQR Capital Management Greenwich, Connecticut	$1.5B	+$144M	11	2.3%	Increased
24	Ameriprise Minneapolis, Minnesota	$1.38B	-$8.93M	12	0.78%	Reduced
25	Federated Hermes Pittsburgh, Pennsylvania	$1.32B	+$95.8M	10	3.79%	Increased