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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	$29.4B	+$2.33B	25	0.69%	Increased
2	BlackRock New York	$20.4B	+$762M	25	0.55%	Increased
3	State Street Boston, Massachusetts	$15B	+$2.32B	22	0.74%	Increased
4	Brookfield Corp Toronto, Ontario, Canada	$11.2B	-$49.9M	6	41.5%	Reduced
5	Fidelity Investments Boston, Massachusetts	$10.2B	+$1.77B	23	0.82%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$9.71B	+$267M	19	0.98%	Increased
7	Capital Research Global Investors Los Angeles, California	$7.04B	+$439M	7	1.74%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$7B	-$109M	28	1.75%	Reduced
9	Franklin Resources San Mateo, California	$5.46B	-$466M	16	2.18%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$5.4B	+$105M	10	1.6%	Increased
11	Geode Capital Management Boston, Massachusetts	$4.91B	+$449M	25	0.61%	Increased
12	Wellington Management Group Boston, Massachusetts	$4.67B	+$340M	14	0.8%	Increased
13	Capital International Investors Los Angeles, California	$3.93B	+$701M	5	0.9%	Increased
14	Bank of Montreal Toronto, Ontario, Canada	$3.8B	-$305M	23	1.84%	Reduced
15	Bank of America Charlotte, North Carolina	$3.48B	+$24M	28	0.34%	Increased
16	Invesco Atlanta, Georgia	$3.47B	+$186M	22	0.88%	Increased
17	Principal Financial Group Des Moines, Iowa	$3.04B	+$373M	18	1.92%	Increased
18	Bank of New York Mellon New York	$3.03B	+$292M	21	0.59%	Increased
19	Legal & General Group London, United Kingdom	$3B	+$105M	19	0.91%	Increased
20	Northern Trust Chicago, Illinois	$2.86B	+$176M	24	0.5%	Increased
21	Morgan Stanley New York	$2.38B	+$252M	32	0.32%	Increased
22	Fidelity International Hamilton, Bermuda	$2.21B	+$61.2M	7	2.26%	Increased
23	JP Morgan Chase New York	$2.19B	+$153M	23	0.26%	Increased
24	TD Asset Management Toronto, Ontario, Canada	$2.11B	+$1.98M	16	1.93%	Increased
25	Goldman Sachs New York	$2.09B	+$375M	25	0.44%	Increased