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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	$19.9B	+$271M	22	0.71%	Increased
2	BlackRock New York	$15B	-$347M	21	0.6%	Reduced
3	State Street Boston, Massachusetts	$10B	-$219M	14	0.73%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$4.69B	+$381M	14	0.59%	Increased
5	Franklin Resources San Mateo, California	$4.53B	+$271M	12	2.34%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$4.43B	+$197M	25	1.76%	Increased
7	Capital Research Global Investors Los Angeles, California	$4.43B	+$869M	7	1.4%	Increased
8	Fidelity Investments Boston, Massachusetts	$4.43B	+$1.06B	16	0.49%	Increased
9	Partners Value Investments Hamilton, Bermuda	$4.24B	-$18	1	97.18%	Reduced
10	Wellington Management Group Boston, Massachusetts	$3.91B	+$750M	12	0.87%	Increased
11	Massachusetts Financial Services Boston, Massachusetts	$3.37B	+$1.06B	9	1.33%	Increased
12	Geode Capital Management Boston, Massachusetts	$2.98B	+$25.1M	20	0.64%	Increased
13	Invesco Atlanta, Georgia	$2.49B	-$753M	15	0.89%	Reduced
14	Northern Trust Chicago, Illinois	$2.37B	+$28.6M	19	0.56%	Increased
15	Brookfield Corp Toronto, Ontario, Canada	$2.33B	-$249M	5	13.28%	Reduced
16	Bank of America Charlotte, North Carolina	$2.26B	-$3.73M	24	0.34%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$2.15B	+$3.08M	21	1.96%	Increased
18	Legal & General Group London, United Kingdom	$2.13B	+$40M	15	1.03%	Increased
19	Bank of New York Mellon New York	$1.82B	-$2.27M	14	0.49%	Reduced
20	Principal Financial Group Des Moines, Iowa	$1.75B	+$173M	14	1.54%	Increased
21	Norges Bank Oslo, Norway	$1.74B	-$236M	10	0.5%	Reduced
22	JP Morgan Chase New York	$1.57B	+$97.4M	20	0.3%	Increased
23	Fidelity International Hamilton, Bermuda	$1.51B	-$59.5M	9	2.04%	Reduced
24	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.42B	+$74.4M	16	1.33%	Increased
25	California Public Employees Retirement System Sacramento, California	$1.4B	+$83.1M	13	1.38%	Increased