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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
1801	Penserra Capital Management Orinda, California	$20K	+$6.42K	2	0%	Increased
1802	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$20K	-$6.43K	2	0.03%	Reduced
1803	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$19K	$0	1	0.04%	Maintained
1804	CFG CKW Financial Group Honolulu, Hawaii	$17K	$0	2	0.01%	Maintained
1805	HCM Herndon Capital Management Atlanta, Georgia	$17K	+$16K	7	0%	New
1806	First Eagle Investment Management New York	$16K	$0	1	0%	Maintained
1807	Tortoise Capital Advisors Overland Park, Kansas	$16K	-$299K	3	0%	Reduced
1808	TIM Tortoise Investment Management White Plains, New York	$15K	+$5.66K	2	0.01%	Increased
1809	EDRE Edmond de Rothschild (Europe) Luxembourg	$14K	-$83.2K	1	0.01%	Reduced
1810	GWM Greenwich Wealth Management Greenwich, Connecticut	$13K	$0	1	0%	Maintained
1811	SIG Stanford Investment Group Mountain View, California	$13K	+$4.55K	1	0.01%	Increased
1812	CAL Capital Advisors Ltd Shaker Heights, Ohio	$11K	$0	1	0.01%	Maintained
1813	WAS Winch Advisory Services Appleton, Wisconsin	$11K	+$10.1K	1	0.01%	New
1814	NHFG New Harbor Financial Group Worcester, Massachusetts	$9K	$0	2	0.01%	Maintained
1815	RWM Raffa Wealth Management Washington, District of Columbia	$7.33K	+$487	8	0%	Increased
1816	CCS Crosspoint Capital Strategies Orinda, California	$7K	$0	1	0.01%	Maintained
1817	DSN D. Scott Neal Lexington, Kentucky	$6K	$0	2	0.01%	Maintained
1818	MUS Mitsubishi UFJ Securities Tokyo, Japan	$6K	-$1.07M	2	0.01%	Reduced
1819	NCA NCM Capital Advisers Durham, North Carolina	$4K	$0	1	0.01%	Maintained
1820	IAS INR Advisory Services Media, Pennsylvania	$3K	$0	1	0%	Maintained
1821	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$1.74K	2	0%	New
1822	IF Ironwood Financial Tucson, Arizona	$1K	$0	1	0%	Maintained
1823	PFG Piershale Financial Group Barrington, Illinois	$1K	$0	1	0%	Maintained
1824	Advisors Capital Management Ridgewood, New Jersey	$0	-$212K	0	–	Closed
1825	AP Advisors Preferred Rockville, Maryland	$0	-$8K	0	–	Closed