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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	+$177M	20	0.7%	Increased
2	BlackRock New York	$14.7B	+$38.1M	20	0.7%	Increased
3	State Street Boston, Massachusetts	$8.43B	-$241M	12	0.72%	Reduced
4	Franklin Resources San Mateo, California	$5.58B	+$1.04B	12	2.83%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$4.46B	+$256M	13	0.71%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.62B	+$96.5M	24	1.62%	Increased
7	Capital Research Global Investors Los Angeles, California	$3.36B	+$233M	5	0.96%	Increased
8	Partners Value Investments Hamilton, Bermuda	$3.35B	+$3.24B	1	90.91%	Increased
9	Brookfield Corp Toronto, Ontario, Canada	$3.27B	-$23M	4	13.72%	Reduced
10	Fidelity Investments Boston, Massachusetts	$3.12B	+$157M	11	0.37%	Increased
11	Capital World Investors Los Angeles, California	$2.97B	+$410M	5	0.67%	Increased
12	Invesco Atlanta, Georgia	$2.45B	-$102M	15	0.91%	Reduced
13	Northern Trust Chicago, Illinois	$2.27B	-$27.2M	19	0.59%	Reduced
14	Wellington Management Group Boston, Massachusetts	$2.1B	-$51.2M	12	0.47%	Reduced
15	Geode Capital Management Boston, Massachusetts	$2.08B	+$181M	17	0.68%	Increased
16	Bank of New York Mellon New York	$1.91B	-$89.4M	15	0.53%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$1.83B	+$54.5M	17	1.64%	Increased
18	Bank of America Charlotte, North Carolina	$1.73B	-$769M	24	0.29%	Reduced
19	Wells Fargo San Francisco, California	$1.72B	-$65.8M	22	0.51%	Reduced
20	Goldman Sachs New York	$1.69B	+$16.1M	18	0.43%	Increased
21	Principal Financial Group Des Moines, Iowa	$1.49B	+$90.8M	12	1.42%	Increased
22	Norges Bank Oslo, Norway	$1.47B	-$66.3M	9	0.53%	Reduced
23	Federated Hermes Pittsburgh, Pennsylvania	$1.43B	+$30.2M	10	4.17%	Increased
24	Legal & General Group London, United Kingdom	$1.37B	+$12.4M	14	1.05%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$1.18B	+$222M	7	0.51%	Increased