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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	$31.3B	+$752M	27	0.77%	Increased
2	BlackRock New York	$22B	+$601M	24	0.63%	Increased
3	State Street Boston, Massachusetts	$14.3B	+$148M	22	0.79%	Increased
4	Fidelity Investments Boston, Massachusetts	$12B	+$532M	25	1.03%	Increased
5	Capital International Investors Los Angeles, California	$6.59B	+$557M	5	1.67%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$6.35B	-$376M	20	0.93%	Reduced
7	JP Morgan Chase New York	$6.17B	+$820M	29	0.68%	Increased
8	Geode Capital Management Boston, Massachusetts	$5.55B	+$267M	26	0.66%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$4.98B	+$168M	33	1.35%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$4.96B	+$164M	8	1.74%	Increased
11	Capital Research Global Investors Los Angeles, California	$4.24B	-$456M	8	1.17%	Reduced
12	Partners Value Investments Hamilton, Bermuda	$4.18B	+$4.52B	1	78.52%	New
13	Invesco Atlanta, Georgia	$3.78B	-$36.9M	23	1.02%	Reduced
14	Morgan Stanley New York	$3.3B	+$76.8M	34	0.34%	Increased
15	Bank of New York Mellon New York	$3.17B	-$118M	21	0.7%	Reduced
16	Bank of Montreal Toronto, Ontario, Canada	$3.04B	+$50.6M	24	1.05%	Increased
17	Capital World Investors Los Angeles, California	$2.96B	+$149M	5	0.59%	Increased
18	Wellington Management Group Boston, Massachusetts	$2.94B	+$37.1M	13	0.59%	Increased
19	Franklin Resources San Mateo, California	$2.87B	-$68.2M	15	1.46%	Reduced
20	Northern Trust Chicago, Illinois	$2.74B	+$112M	25	0.53%	Increased
21	Norges Bank Oslo, Norway	$2.73B	+$153M	12	0.55%	Increased
22	Principal Financial Group Des Moines, Iowa	$2.6B	+$227M	17	1.87%	Increased
23	Ameriprise Minneapolis, Minnesota	$2.33B	+$167M	20	0.76%	Increased
24	Bank of America Charlotte, North Carolina	$2.3B	-$183M	30	0.25%	Reduced
25	Legal & General Group London, United Kingdom	$2.22B	-$35.2M	21	0.77%	Reduced