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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	$31.4B	+$962M	27	0.74%	Increased
2	BlackRock New York	$22B	+$106M	25	0.61%	Increased
3	State Street Boston, Massachusetts	$14.8B	+$147M	23	0.78%	Increased
4	Fidelity Investments Boston, Massachusetts	$11.2B	-$271M	24	0.94%	Reduced
5	Brookfield Corp Toronto, Ontario, Canada	$7.19B	-$81.1M	6	28.36%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$6.77B	-$194M	20	0.94%	Reduced
7	JP Morgan Chase New York	$5.84B	+$1.13B	26	0.63%	Increased
8	Capital International Investors Los Angeles, California	$5.76B	+$539M	5	1.39%	Increased
9	Geode Capital Management Boston, Massachusetts	$5.44B	+$181M	26	0.64%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$5.24B	+$270M	8	1.72%	Increased
11	Royal Bank of Canada Toronto, Ontario, Canada	$5.16B	+$210M	33	1.35%	Increased
12	Capital Research Global Investors Los Angeles, California	$4.95B	-$367M	8	1.33%	Reduced
13	Invesco Atlanta, Georgia	$3.98B	-$105M	23	1.04%	Reduced
14	Bank of New York Mellon New York	$3.22B	-$136M	21	0.68%	Reduced
15	Morgan Stanley New York	$3.19B	-$78.8M	33	0.31%	Reduced
16	Franklin Resources San Mateo, California	$3.13B	-$75.6M	17	1.49%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$2.82B	+$44.8M	24	0.98%	Increased
18	Wellington Management Group Boston, Massachusetts	$2.79B	-$81.7M	13	0.53%	Reduced
19	Northern Trust Chicago, Illinois	$2.72B	-$76.3M	25	0.52%	Reduced
20	Norges Bank Oslo, Norway	$2.67B	+$209M	12	0.53%	Increased
21	Capital World Investors Los Angeles, California	$2.59B	+$878M	4	0.5%	Increased
22	Principal Financial Group Des Moines, Iowa	$2.57B	+$202M	17	1.75%	Increased
23	Bank of America Charlotte, North Carolina	$2.54B	-$792M	30	0.27%	Reduced
24	Legal & General Group London, United Kingdom	$2.37B	+$43.8M	21	0.77%	Increased
25	Ameriprise Minneapolis, Minnesota	$2.22B	+$50.4M	21	0.69%	Increased