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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	$22B	+$644M	22	0.82%	Increased
2	BlackRock New York	$17.1B	+$599M	20	0.72%	Increased
3	State Street Boston, Massachusetts	$11.1B	+$203M	15	0.83%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$5.49B	+$327M	14	0.78%	Increased
5	Franklin Resources San Mateo, California	$5.45B	+$150M	14	2.96%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$4.6B	+$217M	25	1.82%	Increased
7	Partners Value Investments Hamilton, Bermuda	$4.56B	$0	1	95.61%	Maintained
8	Fidelity Investments Boston, Massachusetts	$4.55B	+$251M	17	0.55%	Increased
9	Invesco Atlanta, Georgia	$3.95B	+$56.7M	15	1.03%	Increased
10	Capital Research Global Investors Los Angeles, California	$3.94B	+$909M	4	1.29%	Increased
11	Brookfield Corp Toronto, Ontario, Canada	$3.41B	-$755M	2	22.93%	Reduced
12	Capital World Investors Los Angeles, California	$3.25B	-$364M	5	0.78%	Reduced
13	Geode Capital Management Boston, Massachusetts	$3.22B	+$197M	20	0.75%	Increased
14	Wellington Management Group Boston, Massachusetts	$3.2B	+$84.6M	13	0.72%	Increased
15	Northern Trust Chicago, Illinois	$2.72B	+$15.5M	20	0.65%	Increased
16	Massachusetts Financial Services Boston, Massachusetts	$2.51B	+$120M	8	1.01%	Increased
17	Bank of Montreal Toronto, Ontario, Canada	$2.41B	+$381M	18	2.08%	Increased
18	Legal & General Group London, United Kingdom	$2.28B	+$15.9M	15	1.2%	Increased
19	Bank of New York Mellon New York	$2.14B	-$1.61M	15	0.59%	Reduced
20	Norges Bank Oslo, Norway	$2B	-$78.9M	10	0.61%	Reduced
21	Bank of America Charlotte, North Carolina	$2B	+$72.7M	26	0.3%	Increased
22	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.9B	-$196M	4	3.73%	Reduced
23	Wells Fargo San Francisco, California	$1.72B	+$50M	24	0.49%	Increased
24	Principal Financial Group Des Moines, Iowa	$1.62B	-$20.9M	11	1.43%	Reduced
25	Renaissance Technologies New York	$1.58B	+$44.8M	14	1.34%	Increased