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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	$20.4B	+$382M	22	0.77%	Increased
2	BlackRock New York	$15.7B	+$296M	18	0.67%	Increased
3	State Street Boston, Massachusetts	$10.2B	+$245M	14	0.76%	Increased
4	Franklin Resources San Mateo, California	$4.91B	-$315M	13	2.61%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$4.88B	-$118M	13	0.69%	Reduced
6	Partners Value Investments Hamilton, Bermuda	$4.1B	$0	1	95.38%	Maintained
7	Fidelity Investments Boston, Massachusetts	$4.09B	+$410M	15	0.48%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$3.95B	-$89.6M	25	1.59%	Reduced
9	Brookfield Corp Toronto, Ontario, Canada	$3.65B	-$44.5M	8	15.69%	Reduced
10	Invesco Atlanta, Georgia	$3.62B	+$361M	14	0.93%	Increased
11	Capital World Investors Los Angeles, California	$3.42B	-$159M	7	0.8%	Reduced
12	Wellington Management Group Boston, Massachusetts	$2.96B	-$33.8M	12	0.66%	Reduced
13	Capital Research Global Investors Los Angeles, California	$2.84B	+$281M	4	0.9%	Increased
14	Geode Capital Management Boston, Massachusetts	$2.82B	+$79.6M	20	0.68%	Increased
15	Northern Trust Chicago, Illinois	$2.54B	+$61.6M	20	0.6%	Increased
16	Massachusetts Financial Services Boston, Massachusetts	$2.15B	+$117M	8	0.88%	Increased
17	Legal & General Group London, United Kingdom	$2.14B	+$247M	15	1.15%	Increased
18	Bank of New York Mellon New York	$2.03B	+$76.7M	14	0.55%	Increased
19	Norges Bank Oslo, Norway	$1.98B	-$2.77M	10	0.61%	Reduced
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.98B	-$64.1M	4	3.6%	Reduced
21	Bank of America Charlotte, North Carolina	$1.85B	+$201M	23	0.28%	Increased
22	Bank of Montreal Toronto, Ontario, Canada	$1.82B	-$63.1M	19	1.53%	Reduced
23	Wells Fargo San Francisco, California	$1.59B	+$115M	23	0.46%	Increased
24	Nuveen Charlotte, North Carolina	$1.52B	+$1.36B	13	0.6%	Increased
25	Principal Financial Group Des Moines, Iowa	$1.49B	-$10.4M	12	1.34%	Reduced