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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
1426	DCM Dialectic Capital Management Norwalk, Connecticut	$521K	+$503K	1	0.1%	New
1427	Bartlett & Co Cincinnati, Ohio	$517K	-$10.1K	4	0.02%	Reduced
1428	TCM Texan Capital Management Houston, Texas	$517K	-$11.8K	1	0.23%	Reduced
1429	CFS Commonwealth Financial Services Vienna, West Virginia	$514K	+$494K	3	0.46%	New
1430	DY Dowling & Yahnke San Diego, California	$513K	-$6.95K	1	0.06%	Reduced
1431	AMF Tjänstepension Stockholm, Sweden	$512K	+$490K	1	0.01%	New
1432	UAS United Asset Strategies Garden City, New York	$505K	+$208K	2	0.22%	Increased
1433	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$503K	-$183K	5	0.33%	Reduced
1434	CCM Coe Capital Management Highland Park, Illinois	$502K	+$505K	1	0.16%	New
1435	WC Whitnell & Co Oak Brook, Illinois	$498K	+$11.8K	3	0.19%	Increased
1436	AHC Anderson Hoagland & Co St Louis, Missouri	$497K	$0	1	0.3%	Maintained
1437	HCM Howland Capital Management Boston, Massachusetts	$496K	-$9.6K	2	0.05%	Reduced
1438	NPPM North Point Portfolio Managers Orange Village, Ohio	$494K	+$214K	2	0.09%	Increased
1439	AAM Autus Asset Management Scottsdale, Arizona	$492K	$0	1	0.15%	Maintained
1440	LIM Lathrop Investment Management Little Rock, Arkansas	$491K	$0	2	0.18%	Maintained
1441	FM Forward Management San Francisco, California	$489K	+$192K	4	0.03%	Increased
1442	ALA Atherton Lane Advisers Menlo Park, California	$488K	+$199K	2	0.03%	Increased
1443	AB AT Bancorp Dubuque, Iowa	$487K	+$15.1K	1	0.14%	Increased
1444	QIM Quest Investment Management Lake Oswego, Oregon	$487K	+$27.9K	1	0.06%	Increased
1445	PMFA Plante Moran Financial Advisors Southfield, Michigan	$485K	+$74.8K	6	0.36%	Increased
1446	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$479K	-$39.4K	2	0.18%	Reduced
1447	CCA Castle Creek Arbitrage Avon, Colorado	$476K	-$6	1	0.02%	Reduced
1448	RS Investment Management San Francisco, California	$476K	+$117K	1	0%	Increased
1449	PHK Point72 Hong Kong Hong Kong	$474K	+$315K	2	0.47%	Increased
1450	SHA Smith Hayes Advisers Lincoln, Nebraska	$474K	+$51.1K	1	0.1%	Increased