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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	$25.5B	+$193M	24	0.58%	Increased
2	BlackRock New York	$18.4B	+$88.9M	24	0.47%	Increased
3	State Street Boston, Massachusetts	$11.7B	+$90.2M	20	0.56%	Increased
4	Brookfield Corp Toronto, Ontario, Canada	$11.4B	+$84.2M	7	43.73%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$8.86B	+$1.01B	18	0.8%	Increased
6	Fidelity Investments Boston, Massachusetts	$8.01B	+$64.6M	19	0.59%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$7.32B	-$92.7M	24	1.67%	Reduced
8	Capital Research Global Investors Los Angeles, California	$6.33B	+$176M	6	1.4%	Increased
9	Franklin Resources San Mateo, California	$5.66B	-$246M	15	2.04%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$5B	+$82.8M	9	1.37%	Increased
11	Bank of Montreal Toronto, Ontario, Canada	$4.2B	-$614M	20	2.23%	Reduced
12	Geode Capital Management Boston, Massachusetts	$4.18B	+$126M	25	0.5%	Increased
13	Wellington Management Group Boston, Massachusetts	$4.04B	+$423M	14	0.65%	Increased
14	Bank of America Charlotte, North Carolina	$3.28B	+$38.4M	25	0.32%	Increased
15	Invesco Atlanta, Georgia	$3.09B	+$21.1M	21	0.75%	Increased
16	Capital International Investors Los Angeles, California	$3.08B	+$140M	4	0.65%	Increased
17	Legal & General Group London, United Kingdom	$2.76B	-$67.7M	18	0.83%	Reduced
18	Principal Financial Group Des Moines, Iowa	$2.74B	-$75.4M	17	1.64%	Reduced
19	Bank of New York Mellon New York	$2.52B	+$115M	20	0.46%	Increased
20	Northern Trust Chicago, Illinois	$2.51B	-$67.6M	22	0.41%	Reduced
21	Fidelity International Hamilton, Bermuda	$2.22B	+$43.8M	6	2.27%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$2.19B	-$24.5M	15	1.83%	Reduced
23	Morgan Stanley New York	$2B	+$25.9M	28	0.25%	Increased
24	Capital World Investors Los Angeles, California	$1.96B	+$71.8M	5	0.31%	Increased
25	JP Morgan Chase New York	$1.96B	-$222M	23	0.23%	Reduced