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Changes:TLN +3.3%GEV +0.6%VST +0.3%UEC +0.3%CEG +0.2%

$GONUCLEAR Adding additional capital in Talen energy by 4%, taking 2% from NNE, 1% CCJ and 1% SMR based on news that Talen Energy is purchasing power plants to benefit from data center demand. It paid $3.5 billion to acquire two gas-fired plants to take advantage of electricity demand for artificial intelligence data centers. The deals are expected to increase Talen’s adjusted core earnings by more than 40% in fiscal 2026, and free cash flow by 40% in 2026 and by more than 50% by 2029

Changes:TLN +4.0%LEU +6.3%SMR +4.2%OKLO +1.9%NNE -6.6%

Added a 4% stake in Talen stock, allocating 1% from each BWXT, GEV, Vistra and CEG.

Changes:LEU +1.8%CCJ +1.2%GEV +0.9%BWXT +0.8%NNE +0.4%

removed an ETF to buy dip and increase position in OKLO and slight addition to NNE

Changes:NUKZ +3.0%OKLO +6.1%NNE +4.2%SMR +0.6%GEV +0.1%

removed UUUU and NXE, replaced with ETF NUKZ and increased position on OKLO, CEG, VST and GEV

Changes:CEG +3.3%OKLO +2.1%VST +1.2%GEV +0.6%BWXT -2.5%

repositioned BWXT to increase CEG shares based on CEG bullishness over the last year

Changes:NNE +1.4%VST +1.3%OKLO +0.8%GEV +0.4%UEC +0.2%

removed uranium ETF and rebalanced remaining assets towards top holdings Oklo, NNE, SMR and VISTA