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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	$20.5B	+$123M	22	0.68%	Increased
2	BlackRock New York	$15.7B	+$224M	20	0.58%	Increased
3	State Street Boston, Massachusetts	$10.1B	-$159M	15	0.69%	Reduced
4	Fidelity Investments Boston, Massachusetts	$5.18B	+$691M	17	0.52%	Increased
5	Capital Research Global Investors Los Angeles, California	$5.05B	+$576M	7	1.52%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$4.88B	+$27.7M	14	0.57%	Increased
7	Franklin Resources San Mateo, California	$4.61B	+$179M	12	2.23%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$4.6B	+$68.7M	23	1.64%	Increased
9	Partners Value Investments Hamilton, Bermuda	$4.26B	$0	1	96.59%	Maintained
10	Massachusetts Financial Services Boston, Massachusetts	$3.8B	+$335M	9	1.38%	Increased
11	Wellington Management Group Boston, Massachusetts	$3.38B	-$475M	14	0.7%	Reduced
12	Geode Capital Management Boston, Massachusetts	$3.18B	+$133M	20	0.62%	Increased
13	Brookfield Corp Toronto, Ontario, Canada	$3.05B	-$472M	5	16.73%	Reduced
14	Invesco Atlanta, Georgia	$2.51B	-$23.3M	15	0.85%	Reduced
15	Northern Trust Chicago, Illinois	$2.46B	+$28.1M	19	0.54%	Increased
16	Bank of Montreal Toronto, Ontario, Canada	$2.35B	+$36.3M	20	1.96%	Increased
17	Bank of America Charlotte, North Carolina	$2.3B	-$14.3M	23	0.31%	Reduced
18	Legal & General Group London, United Kingdom	$2.25B	+$69.4M	15	1.01%	Increased
19	Bank of New York Mellon New York	$1.92B	+$49.1M	15	0.47%	Increased
20	JP Morgan Chase New York	$1.89B	+$262M	21	0.32%	Increased
21	Principal Financial Group Des Moines, Iowa	$1.84B	+$42.6M	13	1.55%	Increased
22	Norges Bank Oslo, Norway	$1.81B	+$35.9M	10	0.48%	Increased
23	Pictet Asset Management (UK) London, United Kingdom	$1.64B	+$403M	13	2.57%	Increased
24	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.48B	-$42.7M	16	1.53%	Reduced
25	Fidelity International Hamilton, Bermuda	$1.48B	-$216M	6	1.83%	Reduced