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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
1626	CFP Cornerstone Financial Partners Huntersville, North Carolina	$210K	+$205K	1	0.08%	New
1627	FBP Flippin Bruce & Porter Lynchburg, Virginia	$210K	$0	1	0.07%	Maintained
1628	First Merchants Corp Muncie, Indiana	$209K	$0	1	0.07%	Maintained
1629	ACP Ashfield Capital Partners San Francisco, California	$208K	$0	1	0.01%	Maintained
1630	MIC Meridian Investment Counsel Lafayette, California	$208K	+$202K	1	0.15%	New
1631	TFO Tarbox Family Office Newport Beach, California	$206K	-$8.76K	7	0.17%	Reduced
1632	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$204K	+$198K	1	0.03%	New
1633	LNB Ledyard National Bank	$203K	-$26.2K	4	0.04%	Reduced
1634	CAM ClariVest Asset Management San Diego, California	$202K	-$173K	2	0.01%	Reduced
1635	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$201K	+$97.5K	5	0.06%	Increased
1636	GAM Gould Asset Management Claremont, California	$200K	-$255K	1	0.11%	Reduced
1637	AA Apriem Advisors Irvine, California	$195K	$0	7	0.07%	Maintained
1638	Eventide Asset Management Boston, Massachusetts	$194K	+$127K	1	0.01%	Increased
1639	Krilogy Financial St. Louis, Missouri	$192K	-$37K	4	0.18%	Reduced
1640	Klingman & Associates New York	$190K	$0	4	0.07%	Maintained
1641	BAM Baring Asset Management London, United Kingdom	$187K	-$115K	1	0.02%	Reduced
1642	LBG Lloyds Banking Group London, United Kingdom	$186K	$0	1	1.51%	Maintained
1643	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$185K	-$1.5K	10	0.2%	Reduced
1644	MCM MV Capital Management Bethesda, Maryland	$185K	+$101K	3	0.07%	Increased
1645	WIC Water Island Capital New York	$185K	-$2.42M	1	0.01%	Reduced
1646	RAM Riggs Asset Management Dallas, Pennsylvania	$181K	$0	2	0.09%	Maintained
1647	Fuller & Thaler Asset Management San Mateo, California	$177K	$0	2	0%	Maintained
1648	TIM Thompson Investment Management Madison, Wisconsin	$173K	$0	1	0.04%	Maintained
1649	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$164K	+$43.9K	3	0.09%	Increased
1650	CHP Cable Hill Partners Portland, Oregon	$162K	-$32.7K	5	0.11%	Reduced