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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1351
PFMOSF
Philadelphia Financial Management of San Francisco
California
$13M +$9.17M 2 2.62% Increased
1352
AP
Archon Partners
New Jersey
$12.9M -$5.46M 1 1.38% Reduced
1353
HA
Hallstatt Advisors
New York
$12.9M +$1.92M 1 9.1% Increased
1354
LI
Leeward Investments
Massachusetts
$12.9M -$728K 1 0.59% Reduced
1355
MAM
Melqart Asset Management
United Kingdom
$12.9M +$2.43M 1 1.22% Increased
1356
TCM
Tandem Capital Management
New Jersey
$12.9M -$205K 2 5.41% Reduced
1357
Loews Corp
Loews Corp
New York
$12.8M -$16.6M 1 0.1% Reduced
1358
Longaeva Partners
Longaeva Partners
Illinois
$12.7M +$6.69M 3 0.28% Increased
1359
NPPM
North Point Portfolio Managers
Ohio
$12.7M -$82.5K 2 2.1% Reduced
1360
HCP
Hiddenite Capital Partners
New York
$12.7M $0 1 1.09% Maintained
1361
RWA
River Wealth Advisors
Pennsylvania
$12.7M -$10.7K 5 1.32% Reduced
1362
First National Trust
First National Trust
Pennsylvania
$12.6M +$1.45M 7 0.43% Increased
1363
SPWG
Sage Private Wealth Group
Illinois
$12.6M +$1.58M 1 5.68% Increased
1364
TNAM
Terra Nova Asset Management
New York
$12.6M -$506K 5 7.73% Reduced
1365
JSC
Jackson Square Capital
California
$12.6M +$327K 3 1.75% Increased
1366
HI
Hoey Investments
Pennsylvania
$12.6M +$204K 4 1.63% Increased
1367
EIA
Emerald Investment Advisers
Pennsylvania
$12.6M +$3.4M 1 0.84% Increased
1368
UCMOK
United Capital Management of KS
Kansas
$12.6M -$1.23M 3 1.65% Reduced
1369
WHGC
Wealth High Governance Capital
Brazil
$12.6M -$11.3M 1 3.75% Reduced
1370
Evelyn Partners
Evelyn Partners
$12.5M +$13.8M 7 0.03% New
1371
GCM
Gunderson Capital Management
South Carolina
$12.5M -$16.1M 2 3.39% Reduced
1372
GWMIA
Global Wealth Management Investment Advisory
Florida
$12.5M +$91.4K 3 1.78% Increased
1373
DAM
Deltec Asset Management
New York
$12.5M +$2.76M 3 1.85% Increased
1374
LCM
Lonestar Capital Management
California
$12.5M -$13.4M 2 3.62% Reduced
1375
KWM
Kiker Wealth Management
Georgia
$12.5M +$1.18M 3 4.87% Increased