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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
1401	GAM Gemmer Asset Management Walnut Creek, California	$366K	$0	8	0.25%	Maintained
1402	PHS Pekin Hardy Strauss Chicago, Illinois	$365K	-$47.4K	1	0.06%	Reduced
1403	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$365K	+$1.26K	1	0.29%	Increased
1404	Cullen Capital Management New York	$364K	-$66M	1	0.01%	Reduced
1405	EMG Ellington Management Group Old Greenwich, Connecticut	$363K	-$2.06M	1	0.17%	Reduced
1406	LA Lau Associates Greenville, Delaware	$363K	$0	1	0.33%	Maintained
1407	1GA 1st Global Advisors Dallas, Texas	$362K	-$1.42K	1	0.05%	Reduced
1408	AEPG American Economic Planning Group Warren, New Jersey	$360K	+$8.54K	1	0.13%	Increased
1409	CL CIM LLC Albany, New York	$360K	+$29.5K	1	0.18%	Increased
1410	AMG Asset Management Group Stamford, Connecticut	$352K	+$3.26K	1	0.19%	Increased
1411	CM Capital Management Glen Allen, Virginia	$352K	-$7.01K	1	0.11%	Reduced
1412	CTI Community Trust & Investment Versailles, Kentucky	$352K	+$342K	1	0.05%	New
1413	DJSG D.J. St. Germain Springfield, Massachusetts	$352K	-$1.9M	1	0.05%	Reduced
1414	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$351K	-$769K	1	0.25%	Reduced
1415	MIM Midwest Investment Management Cleveland, Ohio	$349K	$0	1	0.25%	Maintained
1416	CCP Clough Capital Partners Boston, Massachusetts	$344K	$0	1	0.01%	Maintained
1417	TF Trutina Financial Bellevue, Washington	$343K	-$197K	1	0.25%	Reduced
1418	UF Univest Financial Souderton, Pennsylvania	$342K	+$3.43K	1	0.16%	Increased
1419	NIM NuWave Investment Management Parsippany, New Jersey	$341K	+$335K	2	0.88%	New
1420	Boston Trust Walden Boston, Massachusetts	$340K	$0	1	0%	Maintained
1421	ST Stifel Trust St. Louis, Missouri	$338K	-$116K	3	0.06%	Reduced
1422	EIM Emerson Investment Management Boston, Massachusetts	$337K	$0	1	0.07%	Maintained
1423	SPC Stewart & Patten Company Lafayette, California	$335K	-$27.6K	1	0.07%	Reduced
1424	Bartlett & Co Cincinnati, Ohio	$334K	-$35.1K	4	0.02%	Reduced
1425	NL NWAM LLC Mercer Island, Washington	$334K	+$325K	1	0.1%	New