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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	BlackRock New York	$67.4B	+$395M	35	1.18%	Increased
2	Vanguard Capital Management Malvern, Pennsylvania	$52.1B	+$51.3B	30	1.29%	New
3	State Street Boston, Massachusetts	$38.7B	+$828M	28	1.33%	Increased
4	Fidelity Investments Boston, Massachusetts	$29.6B	-$4.87B	34	1.56%	Reduced
5	Vanguard Portfolio Management Malvern, Pennsylvania	$28.4B	+$28.4B	24	1.48%	New
6	Geode Capital Management Boston, Massachusetts	$20.3B	+$449M	36	1.26%	Increased
7	JP Morgan Chase New York	$18.5B	-$1.76B	40	1.19%	Reduced
8	Capital World Investors Los Angeles, California	$16.3B	+$2.7B	12	2.22%	Increased
9	Morgan Stanley New York	$16.2B	+$518M	45	0.98%	Increased
10	Bank of America Charlotte, North Carolina	$11.1B	+$374M	39	0.81%	Increased
11	Invesco Atlanta, Georgia	$11B	-$44.4M	29	1.07%	Reduced
12	T. Rowe Price Associates Baltimore, Maryland	$10.6B	+$1.21B	26	1.23%	Increased
13	Royal Bank of Canada Toronto, Ontario, Canada	$9.72B	+$29M	44	1.7%	Increased
14	Massachusetts Financial Services Boston, Massachusetts	$9.57B	-$723M	16	3.21%	Reduced
15	Capital Research Global Investors Los Angeles, California	$8.49B	+$809M	14	1.32%	Increased
16	Northern Trust Chicago, Illinois	$7.41B	+$57.8M	31	0.98%	Increased
17	Partners Value Investments Hamilton, Bermuda	$7.34B	$0	1	78.56%	Maintained
18	Goldman Sachs New York	$7.17B	+$857M	41	0.82%	Increased
19	Bank of New York Mellon New York	$6.89B	+$111M	30	1.27%	Increased
20	Franklin Resources San Mateo, California	$6.5B	-$103M	25	1.59%	Reduced
21	ECP ControlCo Summit, New Jersey	$6.28B	+$6.7B	2	99.06%	Increased
22	Legal & General Group London, United Kingdom	$5.93B	-$29.2M	29	1.37%	Reduced
23	Capital International Investors Los Angeles, California	$5.9B	-$2.52B	7	1.38%	Reduced
24	Vanguard Fiduciary Trust Malvern, Pennsylvania	$5.7B	+$5.72B	31	1.44%	New
25	Charles Schwab San Francisco, California	$5.53B	+$128M	28	0.84%	Increased