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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	$21.9B	-$308M	22	0.64%	Reduced
2	BlackRock New York	$16.6B	-$151M	20	0.53%	Reduced
3	State Street Boston, Massachusetts	$10.3B	-$355M	15	0.63%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$6.89B	+$1.4B	14	0.71%	Increased
5	Fidelity Investments Boston, Massachusetts	$6.1B	+$131M	16	0.54%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$5.74B	+$217M	25	1.66%	Increased
7	Partners Value Investments Hamilton, Bermuda	$5.31B	$0	1	97.59%	Maintained
8	Franklin Resources San Mateo, California	$5.26B	+$360M	12	2.23%	Increased
9	Capital Research Global Investors Los Angeles, California	$4.62B	-$617M	7	1.2%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$4.21B	+$114M	9	1.35%	Increased
11	Brookfield Corp Toronto, Ontario, Canada	$3.76B	+$96.8M	5	16.39%	Increased
12	Geode Capital Management Boston, Massachusetts	$3.4B	+$6.85M	20	0.57%	Increased
13	Wellington Management Group Boston, Massachusetts	$3.3B	-$176M	13	0.61%	Reduced
14	Bank of Montreal Toronto, Ontario, Canada	$2.65B	-$14M	21	1.75%	Reduced
15	Invesco Atlanta, Georgia	$2.51B	-$117M	16	0.73%	Reduced
16	Northern Trust Chicago, Illinois	$2.5B	-$117M	19	0.49%	Reduced
17	Legal & General Group London, United Kingdom	$2.43B	+$18.7M	15	0.95%	Increased
18	Bank of America Charlotte, North Carolina	$2.2B	-$217M	23	0.28%	Reduced
19	Principal Financial Group Des Moines, Iowa	$2.15B	-$82M	13	1.6%	Reduced
20	Bank of New York Mellon New York	$1.99B	-$70.2M	15	0.43%	Reduced
21	Fidelity International Hamilton, Bermuda	$1.85B	+$18.1M	9	2.28%	Increased
22	Norges Bank Oslo, Norway	$1.78B	-$162M	10	0.42%	Reduced
23	JP Morgan Chase New York	$1.78B	-$269M	20	0.26%	Reduced
24	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.64B	-$305M	16	1.51%	Reduced
25	Pictet Asset Management (UK) London, United Kingdom	$1.62B	-$80.3M	13	2.11%	Reduced