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Nuclear
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 21, 2026 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | Nuclear, Cybersecurity, Medical Devices, Specialty Retail, Biotechnology | ABVX.PA, AXGN, BOOT, CBLL, CWST, FROG, LGCE, MTSI, NAMS, NSKE, OLLI, SLNO, STVN, TTEK, UEC, WRBY | Biotechnology, consumer, energy, growth, healthcare, industrials, small caps, technology |
| 2025 Q4 | Jan 14, 2026 |
Hardman Johnston Global Equity Cassandra A. Hardman
|
View | AI, Financials, Nuclear, Data Centers, Beauty, Defense Spending | 6501.T, AMZN, BAC, C, CCO, CTVA, EL, ELAN, GOOGL, HDFCBANK.NS, LLY, MELI, META, PRX.AS, RHM.DE, STAN.L, TMUS, UBER, VRT, VRTX | AI, banks, Data centers, defense, financials, global, nuclear, technology |
| 2025 Q4 | Jan 21, 2026 |
NCG Small Cap Growth Strategy Tom Press
|
View | AI, Quality, Nuclear, Biotechnology | ADPT, ATEC, AVPT, AXGN, BETA, BLND, CCB, CELH, COHR, ELF, KNX, KVYO, MTSI, PCOR, PEGA, PI, PRCH, QTWO, TOL, TTAN, UTI, WAL, WULF | active management, growth, healthcare, industrials, Outperformance, Quality, small caps, technology |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | AI, Rates, Quality, Nuclear, Technology | AVD, AVID, CLMB, FSBC, IRMD, LEU, LMNR, MAMA, MEC, NCMI, NGS, PLOW, PWP, UROY | AI, Biotechnology, fundamentals, Microcap, nuclear, Quality, rates, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Adam Fackler
|
View | Value, Dividends, Nuclear | AAPL, AMZN, BAC, BRK-B, GOOG, GOOGL, JNJ, JPM, META, MSFT, NVDA, PG, TSLA, WMT, XOM | Concentration, dividends, Indices, Magnificent 7, nuclear, SMRs, value |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Partners Small Cap Strategy Adam Peck
|
View | AI, Nuclear, Natural Gas, Infrastructure Spending | ADEA, AMD, ATMU, ATRC, BHST, BKH, CNX, DIS, HSTM, ITGR, KGS, LEU, LMNR, LOPE, MOD, NPKI, PLMR, STKL, VECO, WRBY | AI, financials, healthcare, infrastructure, Natural Gas, nuclear, Quality, small caps |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Infrastructure Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Infrastructure Spending | AMT, CEG, LNG, MPC, NEE, NGG, PEG, SRE, T, TMUS, TRGP, UPS, VZ, XEL | Data centers, dividends, energy, infrastructure, nuclear, Utilities |
| 2025 Q4 | Jan 20, 2026 |
Harding Loevner Emerging Markets Equity Edmund Bellord
|
View | AI, Nuclear, Memory | 000660.KS, 005930.KS, 2330.TW, 700.HK, ASIANPAINT.NS, BABA, EPAM, GLOB, HDFCBANK.NS, ICICIBC.NS, ITUB, MARUTI.NS, MELI, MMYT, PING, SE, TCOM, TCS, TSM, WALMEX.MX | AI, emerging markets, energy, Memory, nuclear, semiconductors, technology |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Grid Upgrade, Independent Power Producers | AEP, BKH, CEG, DTE, MDU, NEE, PEG, PPL, SO, SRE, VST, XEL | Capital Expenditure, Data centers, dividends, earnings growth, Grid Infrastructure, nuclear, Power Markets, Utilities |
| 2025 Q4 | Jan 8, 2026 |
Advisory Research – Global Select Dividend Adam Steffanus
|
View | AI, Inflation, Oil, Nuclear, Europe, Deregulation | IEV, SPY | AI, Deregulation, Europe, Fiscal, global, inflation, nuclear, oil |
| 2025 Q3 | Oct 16, 2025 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | Small Caps, Nuclear | ALLT, ARIS, AVBC, AVD, CCB, DCTH, IRMD, MEC, UROY | financials, industrials, Nuclear Energy, small caps, uranium |