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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	$22.5B	+$241M	22	0.77%	Increased
2	BlackRock New York	$17.9B	+$681M	19	0.69%	Increased
3	State Street Boston, Massachusetts	$11.7B	+$566M	15	0.8%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$5.16B	-$502M	14	0.67%	Reduced
5	Partners Value Investments Hamilton, Bermuda	$4.96B	$0	1	96.12%	Maintained
6	Royal Bank of Canada Toronto, Ontario, Canada	$4.93B	-$30.5M	24	1.78%	Reduced
7	Franklin Resources San Mateo, California	$4.92B	-$642M	13	2.59%	Reduced
8	Fidelity Investments Boston, Massachusetts	$4.33B	-$141M	18	0.48%	Reduced
9	Capital Research Global Investors Los Angeles, California	$4.03B	+$39M	4	1.21%	Increased
10	Invesco Atlanta, Georgia	$3.82B	-$184M	14	1.18%	Reduced
11	Geode Capital Management Boston, Massachusetts	$3.37B	+$137M	19	0.7%	Increased
12	Wellington Management Group Boston, Massachusetts	$3.28B	+$4.94M	12	0.69%	Increased
13	Brookfield Corp Toronto, Ontario, Canada	$3.08B	-$556M	2	26.32%	Reduced
14	Northern Trust Chicago, Illinois	$2.71B	-$26M	19	0.61%	Reduced
15	Bank of Montreal Toronto, Ontario, Canada	$2.66B	+$63M	19	2%	Increased
16	Massachusetts Financial Services Boston, Massachusetts	$2.66B	+$142M	8	1%	Increased
17	Capital World Investors Los Angeles, California	$2.58B	-$616M	6	0.58%	Reduced
18	Bank of America Charlotte, North Carolina	$2.49B	+$446M	24	0.36%	Increased
19	Legal & General Group London, United Kingdom	$2.39B	+$77.7M	15	1.14%	Increased
20	Norges Bank Oslo, Norway	$2.28B	+$151M	10	0.64%	Increased
21	Bank of New York Mellon New York	$2.1B	-$60.5M	14	0.54%	Reduced
22	Wells Fargo San Francisco, California	$1.87B	+$134M	24	0.5%	Increased
23	JP Morgan Chase New York	$1.83B	+$770M	20	0.34%	Increased
24	Principal Financial Group Des Moines, Iowa	$1.71B	-$33.5M	12	1.43%	Reduced
25	Goldman Sachs New York	$1.63B	+$143M	20	0.42%	Increased