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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	NAM Needelman Asset Management Ladera Ranch, California	$922K	+$99.3K	1	2.26%	Increased
1302	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$921K	+$56.2K	1	0.29%	Increased
1303	Rafferty Asset Management New York	$921K	+$864K	2	0.02%	New
1304	SRC Shufro Rose & Co New York	$920K	+$123K	1	0.09%	Increased
1305	MSR Main Street Research Lakeville, Connecticut	$919K	-$194K	1	0.15%	Reduced
1306	BAC Boys Arnold & Co Asheville, North Carolina	$911K	+$9.75K	2	0.15%	Increased
1307	ACP Aviance Capital Partners Naples, Florida	$909K	-$5.67K	1	0.31%	Reduced
1308	WIP Wellesley Investment Partners Wellesley, Massachusetts	$909K	-$654K	2	0.37%	Reduced
1309	SI SII Investments Appleton, Wisconsin	$902K	+$67K	2	0.05%	Increased
1310	GS Gagnon Securities New York	$899K	$0	4	0.33%	Maintained
1311	MTC McDaniel Terry & Co Austin, Texas	$899K	$0	1	0.17%	Maintained
1312	IHL Investment House LLC Redondo Beach, California	$894K	+$145	3	0.12%	Increased
1313	Wealth Enhancement Advisory Services Plymouth, Minnesota	$894K	-$825K	1	0.07%	Reduced
1314	MAMNY Marathon Asset Management (New York) New York	$886K	+$817K	1	0.1%	New
1315	CK Cohen Klingenstein New York	$881K	$0	2	0.13%	Maintained
1316	VFA Virtus Fund Advisers Hartford, Connecticut	$878K	-$2.15M	3	0%	Reduced
1317	EGA E&G Advisors Houston, Texas	$873K	-$22K	3	0.39%	Reduced
1318	Caprock Group Boise, Idaho	$872K	-$548	1	0.18%	Reduced
1319	Luther King Capital Management (LKCM) Fort Worth, Texas	$871K	-$24.2K	2	0.01%	Reduced
1320	MHIM MacNealy Hoover Investment Management Canton, Ohio	$871K	-$7.78K	2	0.63%	Reduced
1321	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$871K	-$24.2K	1	0.16%	Reduced
1322	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$869K	+$50.2K	2	0.22%	Increased
1323	AWM Altavista Wealth Management Asheville, North Carolina	$868K	+$393K	3	0.41%	Increased
1324	FIB First Interstate Bank Billings, Montana	$868K	+$94.9K	4	0.19%	Increased
1325	SIC Schwartz Investment Counsel Plymouth, Michigan	$867K	$0	1	0.05%	Maintained