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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
1076	Nikko Asset Management Americas New York	$938K	-$206K	1	0.03%	Reduced
1077	WDA Wendell David Associates Portsmouth, New Hampshire	$936K	-$238K	1	0.22%	Reduced
1078	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$928K	+$882K	1	0.89%	New
1079	STIA Stone Toro Investment Advisers Princeton, New Jersey	$927K	+$225K	1	0.61%	Increased
1080	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$926K	+$26.6K	6	0.19%	Increased
1081	Washington Trust Westerly, Rhode Island	$926K	-$23.1K	2	0.07%	Reduced
1082	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$925K	+$130K	1	0.35%	Increased
1083	CIA Covington Investment Advisors Ligonier, Pennsylvania	$923K	$0	1	0.63%	Maintained
1084	ECM Everence Capital Management Goshen, Indiana	$921K	$0	1	0.39%	Maintained
1085	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$920K	-$55.1K	1	1.04%	Reduced
1086	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$915K	-$17.6K	2	0.32%	Reduced
1087	FIM Frontier Investment Management Dallas, Texas	$909K	$0	1	0.17%	Maintained
1088	HH Hilltop Holdings Dallas, Texas	$908K	+$411K	3	0.53%	Increased
1089	LM Lincluden Management Mississauga, Ontario, Canada	$908K	+$62.5K	1	0.11%	Increased
1090	SIM SSI Investment Management Los Angeles, California	$900K	+$335K	2	0.08%	Increased
1091	SAM SignalPoint Asset Management Springfield, Missouri	$893K	+$625K	1	0.57%	New
1092	Loews Corp New York	$885K	+$28K	2	0.01%	Increased
1093	MCM McMillion Capital Management Greensboro, North Carolina	$884K	-$43.1K	1	0.63%	Reduced
1094	CBN Cadence Bank NA Houston, Texas	$882K	+$2.23K	3	0.53%	Increased
1095	AAM Azzad Asset Management Falls Church, Virginia	$880K	$0	1	0.72%	Maintained
1096	Grimes & Company Westborough, Massachusetts	$877K	-$49.8K	2	0.3%	Reduced
1097	WSC Wellington Shields & Co New York	$877K	-$477K	3	0.69%	Reduced
1098	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$874K	$0	2	0.68%	Maintained
1099	HFM Hartford Financial Management Hartford, Connecticut	$873K	-$1.01M	3	0.6%	Reduced
1100	GMCM Gruber & McBaine Capital Management San Francisco, California	$868K	-$64.6K	2	0.26%	Reduced