← 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	$17.4B	+$265M	21	0.68%	Increased
2	BlackRock New York	$15.5B	+$102M	19	0.67%	Increased
3	State Street Boston, Massachusetts	$8.7B	+$32.4M	12	0.67%	Increased
4	Franklin Resources San Mateo, California	$5.91B	-$81.3M	11	2.94%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$4.7B	-$370M	13	0.69%	Reduced
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.98B	-$53.7M	25	1.66%	Reduced
7	Partners Value Investments Hamilton, Bermuda	$3.82B	$0	1	91.99%	Maintained
8	Brookfield Corp Toronto, Ontario, Canada	$3.52B	+$39.8M	6	14.05%	Increased
9	Capital World Investors Los Angeles, California	$2.89B	-$224M	7	0.7%	Reduced
10	Invesco Atlanta, Georgia	$2.83B	-$10.4M	16	0.89%	Reduced
11	Fidelity Investments Boston, Massachusetts	$2.71B	+$281M	15	0.31%	Increased
12	Wellington Management Group Boston, Massachusetts	$2.4B	+$189M	12	0.51%	Increased
13	Capital Research Global Investors Los Angeles, California	$2.32B	-$898M	4	0.67%	Reduced
14	Geode Capital Management Boston, Massachusetts	$2.26B	+$4.98M	18	0.64%	Increased
15	Northern Trust Chicago, Illinois	$2.21B	-$42.5M	20	0.54%	Reduced
16	Bank of New York Mellon New York	$2.02B	+$50.2M	14	0.52%	Increased
17	Goldman Sachs New York	$1.94B	-$125M	19	0.5%	Reduced
18	Bank of Montreal Toronto, Ontario, Canada	$1.8B	-$21.7M	18	1.41%	Reduced
19	Norges Bank Oslo, Norway	$1.67B	-$10.1M	10	0.54%	Reduced
20	Bank of America Charlotte, North Carolina	$1.66B	+$25M	24	0.26%	Increased
21	Massachusetts Financial Services Boston, Massachusetts	$1.65B	+$104M	9	0.68%	Increased
22	Principal Financial Group Des Moines, Iowa	$1.55B	-$101M	12	1.37%	Reduced
23	Legal & General Group London, United Kingdom	$1.5B	+$55.9M	15	1.07%	Increased
24	Wells Fargo San Francisco, California	$1.48B	-$273M	23	0.42%	Reduced
25	Federated Hermes Pittsburgh, Pennsylvania	$1.32B	-$88.4M	10	3.07%	Reduced