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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
1226	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$502K	+$525K	1	0.72%	New
1227	BT Bankers Trust Des Moines, Iowa	$500K	+$67.2K	1	0.35%	Increased
1228	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$499K	$0	4	0.09%	Maintained
1229	Brinker Capital Investments Berwyn, Pennsylvania	$487K	+$73.9K	2	0.02%	Increased
1230	MCM Marathon Capital Management Hunt Valley, Maryland	$486K	+$10K	1	0.42%	Increased
1231	SRC Stone Run Capital New York	$486K	-$29.2K	2	0.4%	Reduced
1232	LMF LMR Master Fund Grand Cayman, Cayman Islands	$485K	+$371K	2	0.09%	Increased
1233	PTB Pioneer Trust Bank Salem, Oregon	$484K	$0	1	0.37%	Maintained
1234	BOTW Bank of the West Monterey Park, California	$483K	$0	1	0.09%	Maintained
1235	TF Trutina Financial Bellevue, Washington	$482K	+$197K	3	0.47%	Increased
1236	WC Whitnell & Co Oak Brook, Illinois	$482K	-$19K	3	0.24%	Reduced
1237	CCP Clough Capital Partners Boston, Massachusetts	$481K	+$454K	2	0.02%	New
1238	FIB First Interstate Bank Billings, Montana	$481K	$0	1	0.13%	Maintained
1239	Perpetual Ltd Sydney, New South Wales, Australia	$480K	+$19.7K	2	0.07%	Increased
1240	Parallax Volatility Advisers San Francisco, California	$478K	+$62K	2	0%	Increased
1241	OC Oarsman Capital Milwaukee, Wisconsin	$475K	-$2.37K	1	0.41%	Reduced
1242	HCS Harvest Capital Strategies San Francisco, California	$473K	+$579K	1	0.03%	New
1243	Choate Investment Advisors Boston, Massachusetts	$471K	$0	2	0.03%	Maintained
1244	BHA Beech Hill Advisors New York	$469K	+$88.9K	1	0.25%	Increased
1245	First Merchants Corp Muncie, Indiana	$469K	-$4.31K	1	0.16%	Reduced
1246	SCM Salem Capital Management Woburn, Massachusetts	$467K	-$25.8K	1	0.21%	Reduced
1247	Advisory Services Network Atlanta, Georgia	$464K	+$25.3K	1	0.4%	Increased
1248	PAG Pinnacle Advisory Group Columbia, Maryland	$463K	+$1.6K	1	0.05%	Increased
1249	WIM Wilen Investment Management Bonita Springs, Florida	$463K	-$46.2K	1	0.31%	Reduced
1250	FFA First Foundation Advisors Irvine, California	$460K	+$21.6K	1	0.07%	Increased