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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	$29.9B	+$223M	26	0.82%	Increased
2	BlackRock New York	$22.3B	+$814M	24	0.7%	Increased
3	State Street Boston, Massachusetts	$15.4B	-$138M	22	0.9%	Reduced
4	Fidelity Investments Boston, Massachusetts	$11.5B	-$917M	23	1.15%	Reduced
5	Capital Research Global Investors Los Angeles, California	$7.4B	-$624M	7	2.24%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$6.82B	-$1.2B	19	1.1%	Reduced
7	Brookfield Corp Toronto, Ontario, Canada	$6.72B	-$1.26B	7	25.15%	Reduced
8	Geode Capital Management Boston, Massachusetts	$5.3B	+$90.9M	26	0.74%	Increased
9	Capital International Investors Los Angeles, California	$5B	+$271M	5	1.34%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$4.93B	-$22.3M	10	1.72%	Reduced
11	Royal Bank of Canada Toronto, Ontario, Canada	$4.5B	-$647M	29	1.29%	Reduced
12	Invesco Atlanta, Georgia	$4.06B	+$273M	23	1.19%	Increased
13	JP Morgan Chase New York	$3.78B	+$1.49B	24	0.5%	Increased
14	Bank of New York Mellon New York	$3.47B	+$97.7M	21	0.79%	Increased
15	Franklin Resources San Mateo, California	$3.37B	-$105M	15	1.75%	Reduced
16	Morgan Stanley New York	$3.24B	-$94.6M	31	0.37%	Reduced
17	Bank of America Charlotte, North Carolina	$3.02B	-$274M	31	0.34%	Reduced
18	Northern Trust Chicago, Illinois	$2.86B	+$28.2M	25	0.6%	Increased
19	Wellington Management Group Boston, Massachusetts	$2.51B	-$1.07B	13	0.5%	Reduced
20	Legal & General Group London, United Kingdom	$2.41B	-$295M	21	0.93%	Reduced
21	Principal Financial Group Des Moines, Iowa	$2.14B	-$258M	17	1.61%	Reduced
22	Norges Bank Oslo, Norway	$2.06B	+$449M	11	0.5%	Increased
23	Ameriprise Minneapolis, Minnesota	$1.91B	+$68.3M	21	0.66%	Increased
24	Bank of Montreal Toronto, Ontario, Canada	$1.78B	-$1.87B	22	0.77%	Reduced
25	Charles Schwab San Francisco, California	$1.58B	+$41M	18	0.51%	Increased