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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
701	MM Midas Management New York	$4.5M	$0	3	2.5%	Maintained
702	SFP Santa Fe Partners Santa Fe, New Mexico	$4.48M	+$726K	5	0.7%	Increased
703	McAdams Wright Ragen Seattle, Washington	$4.48M	-$185K	3	0.25%	Reduced
704	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.47M	+$4.05M	2	0.4%	Increased
705	AI ArchPoint Investors Coral Gables, Florida	$4.43M	+$25.5K	3	3.75%	Increased
706	MI Markston International White Plains, New York	$4.42M	-$59K	1	0.27%	Reduced
707	Steel Grove Capital Advisors Memphis, Tennessee	$4.4M	+$153K	1	1.03%	Increased
708	Conning Inc Hartford, Connecticut	$4.39M	-$29K	6	0.23%	Reduced
709	Next Century Growth Investors Plymouth, Minnesota	$4.39M	-$1.28M	1	0.16%	Reduced
710	Adell Harriman & Carpenter Houston, Texas	$4.39M	$0	1	1.21%	Maintained
711	Citizens Business Bank Ontario, California	$4.38M	-$147K	5	0.84%	Reduced
712	Badgley, Phelps & Bell Seattle, Washington	$4.38M	+$363K	1	0.43%	Increased
713	NG NatWest Group Edinburgh, Scotland, United Kingdom	$4.38M	-$573K	4	0.04%	Reduced
714	TCOT Trust Company of Toledo Holland, Ohio	$4.37M	-$275K	3	1.44%	Reduced
715	NCM Nebula Capital Management Stamford, Connecticut	$4.37M	-$474K	1	3.24%	Reduced
716	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.37M	+$837K	2	0.26%	Increased
717	Woodstock Corp Boston, Massachusetts	$4.35M	-$205K	2	0.84%	Reduced
718	Highland Capital Management (Tennessee) Memphis, Tennessee	$4.32M	-$29.1K	1	0.85%	Reduced
719	RIG Roosevelt Investment Group New York	$4.28M	-$30.7K	3	0.23%	Reduced
720	JCM Jasinkiewicz Capital Management Summit, New Jersey	$4.24M	-$646K	1	2.19%	Reduced
721	BM Bridger Management New York	$4.23M	+$4.69M	1	0.29%	New
722	GS Gagnon Securities New York	$4.21M	+$251K	2	1.41%	Increased
723	Atria Investments Charlotte, North Carolina	$4.19M	-$139K	4	0.43%	Reduced
724	MIM Macroview Investment Management Bethesda, Maryland	$4.19M	+$1.67M	3	5.62%	Increased
725	Old National Bancorp Evansville, Indiana	$4.17M	+$769K	4	0.27%	Increased