← 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	$14.4B	+$569M	19	0.8%	Increased
2	State Street Boston, Massachusetts	$9.19B	+$114M	12	0.86%	Increased
3	BlackRock Institutional Trust San Francisco, California	$5.11B	+$42.6M	14	0.76%	Increased
4	BlackRock Fund Advisors San Francisco, California	$4.84B	+$132M	17	0.89%	Increased
5	Franklin Resources San Mateo, California	$4.4B	+$125M	10	2.28%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$3.58B	+$46.4M	11	0.71%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$3.5B	+$64.4M	21	1.9%	Increased
8	Capital Research Global Investors Los Angeles, California	$3.36B	+$87.3M	3	1.09%	Increased
9	Fidelity Investments Boston, Massachusetts	$2.96B	+$564M	13	0.4%	Increased
10	Wellington Management Group Boston, Massachusetts	$2.84B	+$6.08M	8	0.71%	Increased
11	Capital World Investors Los Angeles, California	$2.69B	-$387M	5	0.68%	Reduced
12	Bank of America Charlotte, North Carolina	$2.49B	+$25.5M	21	0.54%	Increased
13	Invesco Atlanta, Georgia	$2.49B	+$56.5M	13	0.84%	Increased
14	Northern Trust Chicago, Illinois	$2.33B	-$41.6M	16	0.72%	Reduced
15	Bank of New York Mellon New York	$2.19B	+$235M	14	0.63%	Increased
16	Norges Bank Oslo, Norway	$1.88B	-$48M	11	0.82%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$1.84B	-$54M	16	1.93%	Reduced
18	BlackRock Group London, United Kingdom	$1.8B	+$27.9M	10	0.86%	Increased
19	Goldman Sachs New York	$1.72B	+$95.8M	18	0.49%	Increased
20	Brookfield Corp Toronto, Ontario, Canada	$1.71B	-$54.4M	2	9.66%	Reduced
21	Geode Capital Management Boston, Massachusetts	$1.69B	+$77.3M	16	0.79%	Increased
22	AQR Capital Management Greenwich, Connecticut	$1.64B	+$117M	11	2.27%	Increased
23	Wells Fargo San Francisco, California	$1.52B	+$229M	21	0.54%	Increased
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.49B	-$306M	19	1.2%	Reduced
25	Federated Hermes Pittsburgh, Pennsylvania	$1.32B	+$13.8M	10	3.95%	Increased