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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	SHGA Sand Hill Global Advisors Palo Alto, California	$604K	$0	2	0.1%	Maintained
1402	Moneta Group Investment Advisors St Louis, Missouri	$603K	+$128K	1	0.13%	Increased
1403	Palisade Capital Management Fort Lee, New Jersey	$599K	+$557K	1	0.02%	New
1404	Eventide Asset Management Boston, Massachusetts	$596K	+$314K	1	0.04%	Increased
1405	Sarasin & Partners London, United Kingdom	$595K	-$9.65K	1	0.01%	Reduced
1406	MCM Manchester Capital Management Manchester, Vermont	$594K	+$73	6	0.08%	Increased
1407	Bartlett & Co Cincinnati, Ohio	$592K	+$50K	5	0.03%	Increased
1408	Parallax Volatility Advisers San Francisco, California	$592K	-$694K	4	0%	Reduced
1409	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$591K	-$20.1K	1	0.17%	Reduced
1410	AWMG Alliance Wealth Management Group Flemington, New Jersey	$590K	-$9.08K	1	0.42%	Reduced
1411	Buckingham Strategic Wealth Clayton, Missouri	$586K	-$227K	3	0.2%	Reduced
1412	Spot Trading Chicago, Illinois	$586K	-$524K	4	0.01%	Reduced
1413	TFF The Family Firm Bethesda, Maryland	$584K	+$20.6K	2	0.29%	Increased
1414	IPC Independent Portfolio Consultants Boca Raton, Florida	$583K	+$152K	4	0.18%	Increased
1415	AIM Allen Investment Management New York	$582K	-$277K	1	0.04%	Reduced
1416	IP Isthmus Partners Madison, Wisconsin	$581K	$0	2	0.19%	Maintained
1417	PIC Portland Investment Counsel Burlington, Ontario, Canada	$581K	+$24.6K	1	0.83%	Increased
1418	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$579K	+$17.5K	4	0.3%	Increased
1419	RNC Capital Management Los Angeles, California	$573K	-$12.4K	2	0.05%	Reduced
1420	LWM LBA Wealth Management Jacksonville, Florida	$571K	+$68.2K	3	0.32%	Increased
1421	SignatureFD Atlanta, Georgia	$568K	-$873K	11	0.08%	Reduced
1422	WC Whitnell & Co Oak Brook, Illinois	$566K	-$11.5K	4	0.18%	Reduced
1423	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$563K	-$21.8K	1	0.2%	Reduced
1424	ArrowMark Colorado Holdings Denver, Colorado	$562K	-$9.35M	1	0.01%	Reduced
1425	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$557K	+$519K	1	0.2%	New