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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	$16.9B	+$565M	21	0.71%	Increased
2	BlackRock New York	$15.1B	+$242M	20	0.7%	Increased
3	State Street Boston, Massachusetts	$8.59B	+$38.2M	13	0.72%	Increased
4	Franklin Resources San Mateo, California	$5.9B	+$193M	12	3.03%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$5.05B	+$540M	13	0.77%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.73B	-$14.8M	25	1.68%	Reduced
7	Partners Value Investments Hamilton, Bermuda	$3.48B	$0	1	91.42%	Maintained
8	Brookfield Corp Toronto, Ontario, Canada	$3.38B	-$18.2M	5	10.74%	Reduced
9	Capital Research Global Investors Los Angeles, California	$3.16B	-$227M	5	0.86%	Reduced
10	Capital World Investors Los Angeles, California	$3.12B	+$12.7M	5	0.67%	Increased
11	Invesco Atlanta, Georgia	$2.77B	+$266M	16	0.92%	Increased
12	Fidelity Investments Boston, Massachusetts	$2.33B	-$813M	10	0.27%	Reduced
13	Geode Capital Management Boston, Massachusetts	$2.22B	+$115M	18	0.68%	Increased
14	Northern Trust Chicago, Illinois	$2.22B	-$80M	20	0.56%	Reduced
15	Wellington Management Group Boston, Massachusetts	$2.15B	+$16.9M	11	0.48%	Increased
16	Goldman Sachs New York	$2.03B	+$297M	19	0.55%	Increased
17	Bank of New York Mellon New York	$1.92B	+$15M	15	0.52%	Increased
18	Wells Fargo San Francisco, California	$1.72B	-$4.51M	22	0.51%	Reduced
19	Bank of Montreal Toronto, Ontario, Canada	$1.71B	-$187M	18	1.41%	Reduced
20	Norges Bank Oslo, Norway	$1.63B	+$130M	10	0.56%	Increased
21	Bank of America Charlotte, North Carolina	$1.59B	-$156M	24	0.26%	Reduced
22	Massachusetts Financial Services Boston, Massachusetts	$1.57B	+$360M	10	0.67%	Increased
23	Principal Financial Group Des Moines, Iowa	$1.54B	+$9.19M	13	1.41%	Increased
24	Legal & General Group London, United Kingdom	$1.42B	+$19.9M	15	1.09%	Increased
25	Federated Hermes Pittsburgh, Pennsylvania	$1.41B	-$63.5M	10	4.14%	Reduced