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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	AC Abbrea Capital Greenbrae, California	$945K	-$17.5K	1	0.38%	Reduced
1302	CA CapWealth Advisors Franklin, Tennessee	$944K	+$65.9K	1	0.19%	Increased
1303	DVM Dreman Value Management West Palm Beach, Florida	$943K	+$969K	2	0.52%	New
1304	AAM Augustine Asset Management Jacksonville, Florida	$937K	-$222K	1	0.58%	Reduced
1305	SIG Schaller Investment Group Winston Salem, North Carolina	$935K	$0	2	0.48%	Maintained
1306	RQS Ramsey Quantitative Systems Louisville, Kentucky	$928K	+$919K	2	1.04%	New
1307	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$924K	-$72.5K	3	0.17%	Reduced
1308	AP Appleton Partners Boston, Massachusetts	$919K	-$9.63K	2	0.15%	Reduced
1309	Carson Wealth (CWM LLC) Omaha, Nebraska	$916K	+$196K	10	0.05%	Increased
1310	CCM Cohen Capital Management Corte Madera, California	$910K	-$95K	1	0.23%	Reduced
1311	CP Camelot Portfolios Maumee, Ohio	$908K	-$19.6K	1	0.45%	Reduced
1312	Avantax Planning Partners Dubuque, Iowa	$907K	+$135K	1	0.08%	Increased
1313	CBT Capital Bank & Trust Irvine, California	$907K	+$939K	5	0.01%	New
1314	FFA First Foundation Advisors Irvine, California	$896K	-$16.1K	3	0.05%	Reduced
1315	MTC McDaniel Terry & Co Austin, Texas	$895K	-$84.1K	1	0.17%	Reduced
1316	GS Gagnon Securities New York	$894K	+$192K	4	0.25%	Increased
1317	NAM Needelman Asset Management Ladera Ranch, California	$893K	+$4.79K	1	2.3%	Increased
1318	ACP Aviance Capital Partners Naples, Florida	$891K	+$4.01K	1	0.29%	Increased
1319	BAC Boys Arnold & Co Asheville, North Carolina	$887K	-$15.7K	2	0.11%	Reduced
1320	Luther King Capital Management (LKCM) Fort Worth, Texas	$886K	+$116K	2	0.01%	Increased
1321	NSIM North Star Investment Management Chicago, Illinois	$882K	+$148	7	0.12%	Increased
1322	EGA E&G Advisors Houston, Texas	$880K	-$238K	2	0.42%	Reduced
1323	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$873K	+$5.01K	1	0.16%	Increased
1324	BLAM Bourne Lent Asset Management Pawling, New York	$872K	-$25.1K	2	0.48%	Reduced
1325	CK Cohen Klingenstein New York	$868K	$0	2	0.14%	Maintained