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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	$34.4B	+$121M	27	0.75%	Increased
2	BlackRock New York	$24.3B	+$456M	26	0.62%	Increased
3	State Street Boston, Massachusetts	$15.9B	+$377M	23	0.77%	Increased
4	Fidelity Investments Boston, Massachusetts	$12.8B	-$284M	27	0.99%	Reduced
5	JP Morgan Chase New York	$7.59B	+$829M	29	0.73%	Increased
6	Capital International Investors Los Angeles, California	$6.77B	-$395M	6	1.52%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$6.62B	-$226M	20	0.89%	Reduced
8	Geode Capital Management Boston, Massachusetts	$6.19B	+$154M	26	0.65%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$6.06B	+$9.32M	33	1.41%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$5.31B	-$60.1M	8	1.72%	Reduced
11	Partners Value Investments Hamilton, Bermuda	$4.85B	-$434M	1	74.54%	Reduced
12	Invesco Atlanta, Georgia	$3.96B	-$149M	23	0.94%	Reduced
13	Capital World Investors Los Angeles, California	$3.93B	+$430M	5	0.7%	Increased
14	Morgan Stanley New York	$3.89B	+$269M	34	0.34%	Increased
15	Capital Research Global Investors Los Angeles, California	$3.86B	-$719M	8	0.95%	Reduced
16	Brookfield Corp Toronto, Ontario, Canada	$3.53B	+$1.08B	6	20.16%	Increased
17	Bank of New York Mellon New York	$3.49B	+$47.7M	21	0.71%	Increased
18	Bank of Montreal Toronto, Ontario, Canada	$3.37B	+$41.3M	26	1.02%	Increased
19	Principal Financial Group Des Moines, Iowa	$3.2B	-$34.1M	18	2.04%	Reduced
20	Wellington Management Group Boston, Massachusetts	$3.12B	-$35.1M	13	0.58%	Reduced
21	Norges Bank Oslo, Norway	$3.12B	+$54.4M	12	0.55%	Increased
22	Northern Trust Chicago, Illinois	$2.96B	-$10.3M	24	0.54%	Reduced
23	Franklin Resources San Mateo, California	$2.86B	-$226M	15	1.34%	Reduced
24	Ameriprise Minneapolis, Minnesota	$2.77B	+$204M	22	0.83%	Increased
25	Bank of America Charlotte, North Carolina	$2.56B	+$49.1M	32	0.26%	Increased