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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
1501	CCB Cutter & Co Brokerage Ballwin, Missouri	$296K	-$30.7K	1	0.15%	Reduced
1502	ALA Atherton Lane Advisers Menlo Park, California	$294K	$0	2	0.02%	Maintained
1503	AP Atwood & Palmer Kansas City, Missouri	$293K	-$5.59K	6	0.06%	Reduced
1504	BAM Baring Asset Management London, United Kingdom	$293K	+$50.6K	1	0.03%	Increased
1505	BC Banced Corp Edwardsville, Illinois	$290K	-$15.4K	1	0.53%	Reduced
1506	KCM Karp Capital Management Sausalito, California	$286K	+$11.7K	3	0.2%	Increased
1507	Northeast Financial Consultants Westport, Connecticut	$284K	$0	1	0.14%	Maintained
1508	SLG Stanley-Laman Group Berwyn, Pennsylvania	$282K	$0	1	0.06%	Maintained
1509	CM CoreCommodity Management Stamford, Connecticut	$280K	+$137K	1	0.26%	Increased
1510	PC Palo Capital Newport Beach, California	$277K	+$40.3K	1	0.24%	Increased
1511	CCM Compton Capital Management Providence, Rhode Island	$276K	-$252K	1	0.1%	Reduced
1512	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$276K	-$1.61K	9	0.18%	Reduced
1513	DLHL Donald L. Hagan LLC Sarasota, Florida	$275K	+$271K	2	0.25%	New
1514	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$274K	$0	1	0.05%	Maintained
1515	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$274K	-$1.59M	1	0.05%	Reduced
1516	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$272K	$0	1	0.04%	Maintained
1517	SFM Signature Financial Management Norfolk, Virginia	$272K	$0	1	0.17%	Maintained
1518	BOS Bank of Stockton Stockton, California	$271K	$0	1	0.17%	Maintained
1519	ID Integral Derivatives New York	$271K	+$301K	2	0.01%	New
1520	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$270K	$0	1	0.13%	Maintained
1521	PCM Perritt Capital Management Chicago, Illinois	$270K	$0	1	0.06%	Maintained
1522	SFSG Stearns Financial Services Group Greensboro, North Carolina	$268K	$0	1	0.09%	Maintained
1523	Brighton Jones LLC Seattle, Washington	$266K	-$20.7K	1	0.06%	Reduced
1524	HCM Hodges Capital Management Dallas, Texas	$266K	-$2.19K	1	0.01%	Reduced
1525	PHS Pekin Hardy Strauss Chicago, Illinois	$265K	$0	1	0.06%	Maintained