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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
1601	Impax Asset Management Portsmouth, New Hampshire	$225K	+$27.6K	1	0.01%	Increased
1602	LIM Lathrop Investment Management Little Rock, Arkansas	$225K	$0	1	0.07%	Maintained
1603	MC MIG Capital Newport Beach, California	$225K	+$222K	1	0.05%	New
1604	AIM Advantage Investment Management Cedar Rapids, Iowa	$224K	-$243K	6	0.12%	Reduced
1605	Colony Group Boston, Massachusetts	$224K	-$10K	3	0.02%	Reduced
1606	Reynders McVeigh Capital Management Boston, Massachusetts	$224K	+$229K	1	0.04%	New
1607	BRM Boston Research & Management Manchester, Massachusetts	$222K	$0	1	0.14%	Maintained
1608	DLHL Donald L. Hagan LLC Sarasota, Florida	$222K	-$63.3K	1	0.22%	Reduced
1609	Stonebridge Capital Advisors St Paul, Minnesota	$222K	-$6.8K	1	0.08%	Reduced
1610	CYG Clean Yield Group Norwich, Vermont	$221K	$0	1	0.11%	Maintained
1611	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$220K	$0	1	0.03%	Maintained
1612	Douglas C. Lane & Associates New York	$219K	+$24.2K	1	0.01%	Increased
1613	Diversified Trust Memphis, Tennessee	$218K	$0	1	0.02%	Maintained
1614	EM Excalibur Management Waltham, Massachusetts	$216K	$0	1	0.2%	Maintained
1615	LCM Lucas Capital Management Red Bank, New Jersey	$216K	-$15.5K	1	0.14%	Reduced
1616	Northeast Investment Management Boston, Massachusetts	$216K	+$220K	1	0.02%	New
1617	WC Walthausen & Co Malta, New York	$216K	+$216K	1	0.02%	New
1618	GIM Greylin Investment Management Orange, Virginia	$215K	$0	1	0.06%	Maintained
1619	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$215K	+$210K	2	0.21%	New
1620	PTB Pioneer Trust Bank Salem, Oregon	$215K	+$211K	1	0.14%	New
1621	RNC Capital Management Los Angeles, California	$215K	+$215K	1	0.02%	New
1622	SFSIG San Francisco Sentry Investment Group San Francisco, California	$213K	$0	1	0.13%	Maintained
1623	TDC Thompson Davis & Co Richmond, Virginia	$213K	-$115K	4	0.3%	Reduced
1624	CL Croft-Leominster Baltimore, Maryland	$212K	$0	1	0.05%	Maintained
1625	NEPPG New England Professional Planning Group Westerly, Rhode Island	$212K	+$204K	1	0.24%	New