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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	$15.4B	+$535M	19	0.79%	Increased
2	BlackRock New York	$14.6B	+$13.9B	18	0.8%	Increased
3	State Street Boston, Massachusetts	$9.53B	+$62.1M	12	0.85%	Increased
4	Franklin Resources San Mateo, California	$4.82B	+$233M	11	2.45%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$4.38B	+$499M	11	0.82%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.71B	-$86.3M	21	2%	Reduced
7	Capital Research Global Investors Los Angeles, California	$3.06B	-$363M	3	0.96%	Reduced
8	Wellington Management Group Boston, Massachusetts	$3.03B	+$130M	9	0.73%	Increased
9	Fidelity Investments Boston, Massachusetts	$2.95B	-$168M	12	0.38%	Reduced
10	Bank of America Charlotte, North Carolina	$2.78B	+$227M	20	0.55%	Increased
11	Invesco Atlanta, Georgia	$2.76B	+$156M	13	0.91%	Increased
12	Capital World Investors Los Angeles, California	$2.68B	-$106M	5	0.64%	Reduced
13	Northern Trust Chicago, Illinois	$2.44B	+$46.7M	17	0.7%	Increased
14	Bank of New York Mellon New York	$2.22B	-$28M	14	0.61%	Reduced
15	Bank of Montreal Toronto, Ontario, Canada	$2.07B	+$55.9M	16	1.96%	Increased
16	Geode Capital Management Boston, Massachusetts	$1.87B	+$125M	16	0.77%	Increased
17	Norges Bank Oslo, Norway	$1.83B	-$112M	10	0.75%	Reduced
18	Brookfield Corp Toronto, Ontario, Canada	$1.73B	+$9.13M	2	10%	Increased
19	Goldman Sachs New York	$1.67B	-$113M	15	0.45%	Reduced
20	Wells Fargo San Francisco, California	$1.56B	-$2.28M	21	0.51%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.55B	-$7.59M	19	1.15%	Reduced
22	Ameriprise Minneapolis, Minnesota	$1.51B	+$184M	13	0.78%	Increased
23	Federated Hermes Pittsburgh, Pennsylvania	$1.41B	+$79.6M	9	4.04%	Increased
24	AQR Capital Management Greenwich, Connecticut	$1.41B	-$299M	11	1.87%	Reduced
25	Legal & General Group London, United Kingdom	$1.4B	+$55.7M	11	1.19%	Increased