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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
1301	FDS First Dallas Securities Dallas, Texas	$875K	+$36K	1	0.68%	Increased
1302	MCM McMillion Capital Management Greensboro, North Carolina	$875K	-$370K	2	0.68%	Reduced
1303	South Texas Money Management San Antonio, Texas	$874K	-$2.18K	2	0.05%	Reduced
1304	CAM Cypress Asset Management Houston, Texas	$872K	-$490K	2	0.17%	Reduced
1305	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$870K	-$48.6K	1	0.38%	Reduced
1306	VNA Valley National Advisers Bethlehem, Pennsylvania	$866K	+$12.6K	5	0.45%	Increased
1307	PNAA Pictet North America Advisors Geneva 73, Switzerland	$862K	+$808K	2	0.2%	New
1308	SAMNY Samsung Asset Management (New York) New York	$858K	-$599K	1	0.66%	Reduced
1309	GGI Godsey & Gibb Inc Richmond, Virginia	$857K	+$30.5K	1	0.16%	Increased
1310	PVWM Point View Wealth Management Summit, New Jersey	$857K	+$6.98K	2	0.52%	Increased
1311	PHK Point72 Hong Kong Hong Kong	$856K	+$698K	5	0.99%	Increased
1312	KIA Kopp Investment Advisors Bloomington, Minnesota	$855K	+$3.99K	1	0.45%	Increased
1313	LA Lynch & Associates Newburgh, Indiana	$853K	+$10.1K	1	0.38%	Increased
1314	BA Bard Associates Chicago, Illinois	$847K	-$12.8K	1	0.45%	Reduced
1315	CC Courier Capital Buffalo, New York	$845K	+$15.1K	3	0.17%	Increased
1316	PFS Physicians Financial Services Raleigh, North Carolina	$841K	$0	4	0.74%	Maintained
1317	ECM Estabrook Capital Management New York	$837K	-$186K	5	0.13%	Reduced
1318	Rathbones Group Liverpool, United Kingdom	$836K	-$7.68K	3	0.05%	Reduced
1319	WIP Wellesley Investment Partners Wellesley, Massachusetts	$836K	+$57.5K	1	0.45%	Increased
1320	NAM Needelman Asset Management Ladera Ranch, California	$828K	$0	1	2.36%	Maintained
1321	IB Intrust Bank Wichita, Kansas	$826K	-$5.95K	2	0.33%	Reduced
1322	BAC Boys Arnold & Co Asheville, North Carolina	$824K	+$771K	2	0.14%	New
1323	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$823K	-$47.2K	2	0.2%	Reduced
1324	FIB First Interstate Bank Billings, Montana	$815K	-$41.1K	7	0.17%	Reduced
1325	PIA Peachtree Investment Advisors Atlanta, Georgia	$814K	$0	1	0.83%	Maintained