Uranium spot prices drove the nuclear trade higher over the past three years. That first leg is winding down, replaced by new catalysts: reactor restarts at Palisades and Three Mile Island's Crane Clean Energy Center, power purchase agreements from Microsoft, Amazon, and Google, and small modular reactor programs moving from press release to permit.
The nuclear sector is capturing significant investor attention, as federal policy continues to align with grid modernization efforts. The U.S. Department of Energy (DOE) recently announced $94 million in Federal cost-shared funding to expedite the deployment of advanced small modular reactors (SMRs).
The hyperscalers have a math problem. US power generation from data centers is projected to climb from about 5% of the total to roughly 15% over a five-year span, a step change on a grid that has barely grown since 2000.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 10,643 | $683,179.51 | $664,921.42 | -$18,258.09 | -2.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,536 | $89,403.46 | $96,230.4 | $6,826.94 | 7.64% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 11,473 | $747,285.7 | $719,357.1 | -$27,928.6 | -3.74% |
James D. King Lindenwold Advisors Inc. | 6,553 | $426,207.12 | $409,103.79 | -$17,103.33 | -4.01% |
Sima Elimelech Activest Wealth Management | 151 | $9,588.5 | $9,421.64 | -$166.86 | -1.74% |
| ARCA Exchange | US Country |
The company operates a specialized investment fund that focuses on the nuclear fuel and energy industry. This industry includes various sectors such as advanced reactors, utilities, construction and services, and fuel. The fund's strategy involves investing primarily in securities that make up an index designed to reflect the performance of companies within these sectors. A distinguishing feature of the fund's investment approach is the commitment to allocate at least 80% of its net assets to securities of nuclear companies, underscoring its focused investment philosophy. Despite its specialized investment focus, the fund is categorized as non-diversified, allowing it to concentrate its investments in the nuclear energy and fuel sector without the broad diversification typically seen in other investment funds.
This company's product offering concentrates around its main service, the investment fund targeting the nuclear energy and fuel sector. Within this fund, investments are diversified across several key areas: