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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	$60.5B	-$464M	30	1.05%	Reduced
2	BlackRock New York	$44.1B	+$1.91B	30	0.89%	Increased
3	State Street Boston, Massachusetts	$25.3B	+$51.8M	27	1%	Increased
4	Fidelity Investments Boston, Massachusetts	$24.8B	-$860M	33	1.48%	Reduced
5	Capital International Investors Los Angeles, California	$15.8B	+$1.08B	9	2.98%	Increased
6	JP Morgan Chase New York	$13B	-$138M	36	0.97%	Reduced
7	Geode Capital Management Boston, Massachusetts	$12.3B	+$478M	30	0.96%	Increased
8	Morgan Stanley New York	$8.75B	+$746M	38	0.61%	Increased
9	Massachusetts Financial Services Boston, Massachusetts	$8.15B	+$697M	10	2.57%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$8.09B	+$298M	38	1.62%	Increased
11	Partners Value Investments Hamilton, Bermuda	$6.95B	$0	1	75.36%	Maintained
12	T. Rowe Price Associates Baltimore, Maryland	$6.9B	-$827M	23	0.8%	Reduced
13	Norges Bank Oslo, Norway	$6.43B	+$282M	14	0.84%	Increased
14	Bank of America Charlotte, North Carolina	$6.23B	-$232M	36	0.52%	Reduced
15	Invesco Atlanta, Georgia	$5.87B	+$144M	27	1.09%	Increased
16	Bank of New York Mellon New York	$5.7B	-$381M	27	1.05%	Reduced
17	Capital Research Global Investors Los Angeles, California	$5.42B	-$694M	11	1.11%	Reduced
18	Northern Trust Chicago, Illinois	$5.2B	+$532M	30	0.74%	Increased
19	Capital World Investors Los Angeles, California	$5B	-$1.77B	6	0.76%	Reduced
20	Franklin Resources San Mateo, California	$4.37B	-$480M	19	1.21%	Reduced
21	Bank of Montreal Toronto, Ontario, Canada	$4.33B	-$134M	30	2.02%	Reduced
22	Principal Financial Group Des Moines, Iowa	$4.05B	-$344M	21	2.21%	Reduced
23	Goldman Sachs New York	$4.05B	-$1.03B	37	0.64%	Reduced
24	Ameriprise Minneapolis, Minnesota	$4.05B	-$242M	26	1.04%	Reduced
25	Brookfield Corp Toronto, Ontario, Canada	$4.03B	-$57.3M	6	24.39%	Reduced