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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	$19.5B	+$1.08B	21	0.76%	Increased
2	BlackRock New York	$15B	-$375M	18	0.67%	Reduced
3	State Street Boston, Massachusetts	$9.7B	+$450M	14	0.76%	Increased
4	Franklin Resources San Mateo, California	$5.1B	-$214M	13	2.73%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$4.71B	+$146M	13	0.69%	Increased
6	Partners Value Investments Hamilton, Bermuda	$4B	$0	1	93.67%	Maintained
7	Royal Bank of Canada Toronto, Ontario, Canada	$3.94B	-$92M	25	1.68%	Reduced
8	Brookfield Corp Toronto, Ontario, Canada	$3.72B	-$25.2M	7	15.64%	Reduced
9	Fidelity Investments Boston, Massachusetts	$3.66B	+$573M	16	0.44%	Increased
10	Capital World Investors Los Angeles, California	$3.59B	-$276M	6	0.87%	Reduced
11	Invesco Atlanta, Georgia	$3.16B	-$2.6M	14	1.07%	Reduced
12	Wellington Management Group Boston, Massachusetts	$2.95B	+$146M	12	0.67%	Increased
13	Geode Capital Management Boston, Massachusetts	$2.68B	+$138M	19	0.69%	Increased
14	Capital Research Global Investors Los Angeles, California	$2.51B	+$262M	4	0.8%	Increased
15	Northern Trust Chicago, Illinois	$2.41B	+$66.9M	20	0.6%	Increased
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2B	+$337M	5	3.61%	Increased
17	Massachusetts Financial Services Boston, Massachusetts	$1.96B	+$200M	9	0.83%	Increased
18	Norges Bank Oslo, Norway	$1.92B	+$121M	10	0.62%	Increased
19	Bank of New York Mellon New York	$1.89B	+$25.6M	15	0.53%	Increased
20	Legal & General Group London, United Kingdom	$1.84B	+$277M	15	1.05%	Increased
21	Bank of Montreal Toronto, Ontario, Canada	$1.83B	-$2.66M	18	1.57%	Reduced
22	Bank of America Charlotte, North Carolina	$1.6B	-$31M	23	0.25%	Reduced
23	Principal Financial Group Des Moines, Iowa	$1.46B	-$25.9M	13	1.36%	Reduced
24	Goldman Sachs New York	$1.44B	-$538M	19	0.44%	Reduced
25	Wells Fargo San Francisco, California	$1.43B	+$6.73M	23	0.43%	Increased