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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	$22.7B	+$442M	23	0.56%	Increased
2	BlackRock New York	$16.5B	-$322M	23	0.46%	Reduced
3	State Street Boston, Massachusetts	$10.6B	+$306M	19	0.56%	Increased
4	Brookfield Corp Toronto, Ontario, Canada	$10.3B	+$7.18B	6	41.23%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$7.12B	-$14M	18	0.67%	Reduced
6	Fidelity Investments Boston, Massachusetts	$6.91B	+$331M	17	0.55%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$6.66B	-$106M	26	1.76%	Reduced
8	Capital Research Global Investors Los Angeles, California	$5.39B	+$850M	6	1.26%	Increased
9	Franklin Resources San Mateo, California	$5.38B	-$17.7M	14	2.03%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$4.45B	-$12.1M	9	1.3%	Reduced
11	Bank of Montreal Toronto, Ontario, Canada	$4.32B	+$325M	21	1.97%	Increased
12	Geode Capital Management Boston, Massachusetts	$3.65B	+$92.6M	24	0.49%	Increased
13	Wellington Management Group Boston, Massachusetts	$3.33B	-$72.2M	14	0.57%	Reduced
14	Bank of America Charlotte, North Carolina	$2.92B	+$81.6M	25	0.3%	Increased
15	Invesco Atlanta, Georgia	$2.79B	-$51.3M	21	0.71%	Reduced
16	Capital International Investors Los Angeles, California	$2.63B	+$718M	4	0.6%	Increased
17	Legal & General Group London, United Kingdom	$2.56B	+$11.7M	18	0.83%	Increased
18	Principal Financial Group Des Moines, Iowa	$2.54B	-$19.1M	16	1.65%	Reduced
19	Northern Trust Chicago, Illinois	$2.33B	-$50.4M	21	0.41%	Reduced
20	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.3B	+$53.9M	19	1.88%	Increased
21	Bank of New York Mellon New York	$2.13B	+$152M	18	0.41%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$1.99B	-$34.6M	15	2.07%	Reduced
23	Fidelity International Hamilton, Bermuda	$1.98B	+$349M	6	2.2%	Increased
24	JP Morgan Chase New York	$1.96B	+$4.47M	23	0.24%	Increased
25	Morgan Stanley New York	$1.78B	+$87.7M	29	0.24%	Increased