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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	PAM Peak Asset Management Louisville, Colorado	$255K	$0	1	0.12%	Maintained
1627	IAM Impax Asset Management Portsmouth, New Hampshire	$252K	+$1.98K	1	0.01%	Increased
1628	SCA Stonebridge Capital Advisors St Paul, Minnesota	$251K	+$4.87K	1	0.09%	Increased
1629	HR Howe & Rusling Rochester, New York	$250K	-$130K	9	0.06%	Reduced
1630	KCM Karp Capital Management Sausalito, California	$249K	-$223K	1	0.17%	Reduced
1631	NIM Northeast Investment Management Boston, Massachusetts	$249K	+$9.2K	1	0.03%	Increased
1632	KCPG Kavar Capital Partners Group Leawood, Kansas	$248K	-$82K	1	0.16%	Reduced
1633	PCMI Princeton Capital Management Inc Princeton, New Jersey	$247K	+$233K	1	0.17%	New
1634	WC Walthausen & Co Malta, New York	$246K	$0	1	0.03%	Maintained
1635	BRM Boston Research & Management Manchester, Massachusetts	$245K	$0	1	0.15%	Maintained
1636	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$244K	$0	1	0.03%	Maintained
1637	DA DSC Advisors Chicago, Illinois	$244K	+$281K	1	0.14%	New
1638	SMH Sanders Morris Harris Houston, Texas	$244K	+$230K	1	0.04%	New
1639	Diversified Trust Memphis, Tennessee	$242K	$0	1	0.03%	Maintained
1640	VWA V Wealth Advisors Overland Park, Kansas	$241K	+$230K	1	0.19%	New
1641	WI Wedgewood Investors Erie, Pennsylvania	$241K	-$17.1K	1	0.24%	Reduced
1642	CM Capital Management Glen Allen, Virginia	$240K	-$143K	1	0.09%	Reduced
1643	EM Excalibur Management Waltham, Massachusetts	$240K	$0	1	0.22%	Maintained
1644	LCM Lucas Capital Management Red Bank, New Jersey	$240K	$0	1	0.18%	Maintained
1645	LNB Ledyard National Bank	$239K	+$11.5K	4	0.04%	Increased
1646	Avidian Wealth Enterprises Houston, Texas	$238K	+$215K	1	0.13%	New
1647	CL Croft-Leominster Baltimore, Maryland	$238K	$0	1	0.05%	Maintained
1648	Quadrant Capital Group Cincinnati, Ohio	$238K	-$193K	11	0.15%	Reduced
1649	CFP Cornerstone Financial Partners Huntersville, North Carolina	$234K	+$244	1	0.09%	Increased
1650	MCP Mirador Capital Partners Pleasanton, California	$234K	+$213K	1	0.26%	New