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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
1726	MSG Main Street Group Glen Allen, Virginia	$7.75M	+$914K	11	1.8%	Increased
1727	NICM Neo Ivy Capital Management New York	$7.73M	+$1.95M	6	1.78%	Increased
1728	PT Plimoth Trust Plymouth, Massachusetts	$7.73M	+$258K	5	1.54%	Increased
1729	Kovitz Investment Group Partners Chicago, Illinois	$7.72M	-$3.99M	9	0.17%	Reduced
1730	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$7.71M	+$580K	11	2.17%	Increased
1731	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$7.7M	+$879K	1	1.58%	Increased
1732	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.68M	+$6.5M	3	1.12%	Increased
1733	KG Kieckhefer Group Mequon, Wisconsin	$7.67M	$0	1	3.12%	Maintained
1734	AA Altman Advisors Chicago, Illinois	$7.67M	+$147K	4	2.75%	Increased
1735	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$7.67M	-$2.05M	4	0.3%	Reduced
1736	TNA True North Advisors Dallas, Texas	$7.66M	+$86K	3	0.73%	Increased
1737	SCM Stevens Capital Management Radnor, Pennsylvania	$7.66M	+$612K	6	1.84%	Increased
1738	KC Kintayl Capital New York	$7.65M	+$7.29M	1	3.04%	New
1739	CCA Checchi Capital Advisers Beverly Hills, California	$7.64M	+$249K	11	0.34%	Increased
1740	SM Samjo Management New York	$7.64M	+$5.73M	2	2.61%	Increased
1741	NERM New England Research & Management Chicago, Illinois	$7.63M	+$731K	1	2.97%	Increased
1742	Cassaday & Co Wealth Management Mclean, Virginia	$7.63M	-$348K	16	0.14%	Reduced
1743	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.63M	-$1.37M	8	0.15%	Reduced
1744	PTC Private Trust Company Cleveland, Ohio	$7.61M	+$34.4K	20	0.61%	Increased
1745	HSPW Harrison Street Private Wealth Denver, Colorado	$7.61M	-$23.2K	3	10.71%	Reduced
1746	Robeco Schweiz Zurich, Switzerland	$7.6M	+$3.6M	1	0.12%	Increased
1747	SWM Shelton Wealth Management Fort Worth, Texas	$7.59M	+$506K	6	2.98%	Increased
1748	MO McMillan Office St. Clair Shores, Michigan	$7.59M	$0	4	0.87%	Maintained
1749	FM Family Management New York	$7.58M	+$3.97M	10	0.78%	Increased
1750	FMTC Farmers & Merchants Trust Company Long Beach, California	$7.58M	+$269K	5	1.63%	Increased