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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
1251	NO Ninety One Cape Town, South Africa	$877K	+$882K	1	0.56%	Increased
1252	WCM Windward Capital Management Los Angeles, California	$875K	+$378K	2	0.16%	Increased
1253	MCM McMillion Capital Management Greensboro, North Carolina	$873K	+$39K	2	0.65%	Increased
1254	Aspiriant LLC Los Angeles, California	$870K	+$116K	1	0.09%	Increased
1255	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$870K	$0	1	0.77%	Maintained
1256	CAM Cypress Asset Management Houston, Texas	$870K	+$43.4K	2	0.17%	Increased
1257	TFA Toth Financial Advisory Leesburg, Virginia	$867K	+$5.87K	1	0.25%	Increased
1258	HFA High Falls Advisors Rochester, New York	$864K	+$886K	2	0.32%	New
1259	NAM Needelman Asset Management Ladera Ranch, California	$861K	-$1.29K	1	2.59%	Reduced
1260	GF Gerstein Fisher New York	$859K	-$1.57M	2	0.11%	Reduced
1261	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$854K	-$5.27K	2	0.48%	Reduced
1262	PNAA Pictet North America Advisors Geneva 73, Switzerland	$854K	+$30.5K	2	0.2%	Increased
1263	NG Northstar Group New York	$849K	-$61K	1	0.61%	Reduced
1264	Rathbones Group Liverpool, United Kingdom	$847K	+$19.2K	3	0.04%	Increased
1265	GGI Godsey & Gibb Inc Richmond, Virginia	$846K	+$30K	1	0.15%	Increased
1266	PAM Premier Asset Management Chicago, Illinois	$844K	-$673K	1	0.21%	Reduced
1267	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$844K	+$12.3K	1	0.35%	Increased
1268	CIA Capital Impact Advisors Boston, Massachusetts	$835K	$0	1	0.36%	Maintained
1269	MFW Mosaic Family Wealth St. Louis, Missouri	$833K	+$230K	7	0.39%	Increased
1270	FIB First Interstate Bank Billings, Montana	$828K	+$33.3K	8	0.17%	Increased
1271	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$827K	-$12.7K	4	0.38%	Reduced
1272	KA Kovack Advisors Ft. Lauderdale, Florida	$825K	+$51.9K	1	0.4%	Increased
1273	PCM Prelude Capital Management New York	$825K	-$497K	6	0.09%	Reduced
1274	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$818K	+$833K	2	0.3%	New
1275	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$817K	+$60.9K	2	0.32%	Increased