← 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	$16.6B	+$801M	21	0.74%	Increased
2	BlackRock New York	$14B	+$21.8M	18	0.71%	Increased
3	State Street Boston, Massachusetts	$8.4B	+$436M	14	0.77%	Increased
4	Franklin Resources San Mateo, California	$4.74B	-$836M	12	2.86%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$4.1B	+$300M	13	0.69%	Increased
6	Capital World Investors Los Angeles, California	$3.43B	+$640M	7	0.93%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$3.37B	-$116M	25	1.62%	Reduced
8	Partners Value Investments Hamilton, Bermuda	$3.29B	$0	1	92.64%	Maintained
9	Brookfield Corp Toronto, Ontario, Canada	$3.17B	+$63.2M	6	15.77%	Increased
10	Invesco Atlanta, Georgia	$2.83B	+$140M	16	1.08%	Increased
11	Fidelity Investments Boston, Massachusetts	$2.8B	+$576M	16	0.38%	Increased
12	Wellington Management Group Boston, Massachusetts	$2.57B	+$234M	11	0.64%	Increased
13	Geode Capital Management Boston, Massachusetts	$2.31B	+$270M	18	0.71%	Increased
14	Northern Trust Chicago, Illinois	$2.12B	+$83.7M	20	0.6%	Increased
15	Capital Research Global Investors Los Angeles, California	$2.03B	-$140M	3	0.71%	Reduced
16	Goldman Sachs New York	$1.83B	+$51.6M	19	0.58%	Increased
17	Bank of New York Mellon New York	$1.67B	-$153M	15	0.52%	Reduced
18	Norges Bank Oslo, Norway	$1.6B	+$85.4M	10	0.6%	Increased
19	Bank of Montreal Toronto, Ontario, Canada	$1.54B	-$54M	18	1.46%	Reduced
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.52B	+$219M	4	2.98%	Increased
21	Massachusetts Financial Services Boston, Massachusetts	$1.52B	-$46.8M	10	0.73%	Reduced
22	Bank of America Charlotte, North Carolina	$1.5B	+$20.9M	23	0.26%	Increased
23	Legal & General Group London, United Kingdom	$1.39B	+$23.9M	15	1.08%	Increased
24	Wells Fargo San Francisco, California	$1.26B	-$95.9M	23	0.42%	Reduced
25	Principal Financial Group Des Moines, Iowa	$1.25B	-$113M	12	1.34%	Reduced