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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	$18.7B	+$570M	22	0.8%	Increased
2	BlackRock New York	$14.7B	+$137M	19	0.72%	Increased
3	State Street Boston, Massachusetts	$9.79B	+$98.5M	14	0.86%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$4.26B	+$32.2M	14	0.67%	Increased
5	Franklin Resources San Mateo, California	$3.93B	-$239M	11	2.62%	Reduced
6	Royal Bank of Canada Toronto, Ontario, Canada	$3.81B	-$78.3M	25	1.83%	Reduced
7	Partners Value Investments Hamilton, Bermuda	$3.8B	$0	1	97.45%	Maintained
8	Fidelity Investments Boston, Massachusetts	$3.29B	-$166M	17	0.46%	Reduced
9	Capital Research Global Investors Los Angeles, California	$3.24B	-$117M	5	1.27%	Reduced
10	Invesco Atlanta, Georgia	$3.04B	-$68.3M	15	1.28%	Reduced
11	Wellington Management Group Boston, Massachusetts	$2.84B	+$56M	12	0.75%	Increased
12	Geode Capital Management Boston, Massachusetts	$2.8B	+$56M	19	0.73%	Increased
13	Brookfield Corp Toronto, Ontario, Canada	$2.7B	-$4.23M	2	30.27%	Reduced
14	Massachusetts Financial Services Boston, Massachusetts	$2.34B	+$176M	8	1.12%	Increased
15	Northern Trust Chicago, Illinois	$2.24B	+$11.2M	19	0.64%	Increased
16	Bank of America Charlotte, North Carolina	$2.14B	+$159M	22	0.39%	Increased
17	Legal & General Group London, United Kingdom	$2B	+$43.9M	15	1.17%	Increased
18	Norges Bank Oslo, Norway	$1.86B	-$2.76M	10	0.66%	Reduced
19	Bank of New York Mellon New York	$1.74B	+$42M	15	0.58%	Increased
20	Renaissance Technologies New York	$1.46B	+$291M	14	1.42%	Increased
21	Bank of Montreal Toronto, Ontario, Canada	$1.45B	-$173M	21	1.66%	Reduced
22	Nuveen Charlotte, North Carolina	$1.43B	+$350M	13	0.7%	Increased
23	Principal Financial Group Des Moines, Iowa	$1.43B	+$114M	13	1.58%	Increased
24	JP Morgan Chase New York	$1.42B	-$10.7M	19	0.33%	Reduced
25	Pictet Asset Management (UK) London, United Kingdom	$1.42B	+$232M	9	3.04%	Increased