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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	$40B	+$757M	27	0.79%	Increased
2	BlackRock New York	$28.1B	+$195M	27	0.65%	Increased
3	State Street Boston, Massachusetts	$16.8B	-$1.08B	24	0.75%	Reduced
4	Fidelity Investments Boston, Massachusetts	$14.8B	-$11M	28	0.99%	Reduced
5	Capital International Investors Los Angeles, California	$9.46B	+$853M	6	1.91%	Increased
6	JP Morgan Chase New York	$8.9B	+$999M	29	0.75%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$8.1B	+$89.7M	21	0.99%	Increased
8	Geode Capital Management Boston, Massachusetts	$7.47B	+$379M	26	0.69%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$6.12B	-$205M	34	1.4%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$5.65B	+$184M	8	1.69%	Increased
11	Partners Value Investments Hamilton, Bermuda	$5.06B	$0	1	74.23%	Maintained
12	Morgan Stanley New York	$4.58B	+$76.6M	36	0.37%	Increased
13	Capital World Investors Los Angeles, California	$4.45B	-$119M	5	0.74%	Reduced
14	Franklin Resources San Mateo, California	$4.19B	+$806M	18	1.33%	Increased
15	Invesco Atlanta, Georgia	$4.16B	-$346M	23	0.89%	Reduced
16	Norges Bank Oslo, Norway	$3.96B	+$476M	13	0.63%	Increased
17	Bank of New York Mellon New York	$3.93B	-$195M	21	0.75%	Reduced
18	Capital Research Global Investors Los Angeles, California	$3.82B	-$375M	8	0.86%	Reduced
19	Wellington Management Group Boston, Massachusetts	$3.52B	-$73.6M	13	0.62%	Reduced
20	Principal Financial Group Des Moines, Iowa	$3.39B	-$13.8M	18	1.99%	Reduced
21	Brookfield Corp Toronto, Ontario, Canada	$3.35B	-$9.01M	6	19.78%	Reduced
22	Bank of Montreal Toronto, Ontario, Canada	$3.27B	-$155M	25	0.99%	Reduced
23	Northern Trust Chicago, Illinois	$3.22B	-$140M	24	0.56%	Reduced
24	Bank of America Charlotte, North Carolina	$3.21B	+$368M	33	0.29%	Increased
25	Ameriprise Minneapolis, Minnesota	$3.17B	+$213M	22	0.87%	Increased