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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	$16B	+$796M	21	0.79%	Increased
2	BlackRock New York	$14.5B	+$182M	19	0.77%	Increased
3	State Street Boston, Massachusetts	$9.19B	-$170M	13	0.81%	Reduced
4	Franklin Resources San Mateo, California	$5.17B	+$357M	12	2.58%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$4.57B	+$243M	12	0.82%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.77B	-$136M	25	1.95%	Reduced
7	Brookfield Corp Toronto, Ontario, Canada	$3.22B	+$1.19B	3	16.46%	Increased
8	Capital Research Global Investors Los Angeles, California	$3.04B	+$29.6M	5	0.95%	Increased
9	Fidelity Investments Boston, Massachusetts	$3B	+$45.4M	13	0.37%	Increased
10	Wellington Management Group Boston, Massachusetts	$2.94B	-$59.6M	9	0.69%	Reduced
11	Invesco Atlanta, Georgia	$2.86B	+$102M	15	0.89%	Increased
12	Bank of America Charlotte, North Carolina	$2.66B	-$84M	24	0.53%	Reduced
13	Capital World Investors Los Angeles, California	$2.4B	-$288M	5	0.56%	Reduced
14	Northern Trust Chicago, Illinois	$2.37B	-$31.8M	18	0.66%	Reduced
15	Bank of New York Mellon New York	$2.06B	-$127M	16	0.58%	Reduced
16	Bank of Montreal Toronto, Ontario, Canada	$1.92B	-$246M	17	1.84%	Reduced
17	Geode Capital Management Boston, Massachusetts	$1.9B	+$71.4M	17	0.75%	Increased
18	Goldman Sachs New York	$1.87B	+$233M	15	0.48%	Increased
19	Wells Fargo San Francisco, California	$1.78B	+$261M	22	0.57%	Increased
20	Norges Bank Oslo, Norway	$1.78B	-$45.8M	10	0.71%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.65B	+$126M	22	1.18%	Increased
22	Legal & General Group London, United Kingdom	$1.43B	+$54.2M	13	1.16%	Increased
23	Principal Financial Group Des Moines, Iowa	$1.41B	-$37M	13	1.42%	Reduced
24	Ameriprise Minneapolis, Minnesota	$1.37B	-$125M	14	0.69%	Reduced
25	Federated Hermes Pittsburgh, Pennsylvania	$1.36B	-$23.4M	9	3.92%	Reduced