Seneca Foods’ year-to-date stock performance.
Nuscale Power’s year-to-date stock performance.
Nuscale Power: “I think people recognize it is a lot harder to build a nuclear power plant. … It’s just really, really hard. That’s why we own GE Vernova for the Trust because at least it’s got some nuclear, and I don’t feel like the thing’s going to get too out of control.”
IREN’s year-to-date stock performance.
IREN: “If you’re going to do neoclouds, the only one I like is CoreWeave.”
Box’s year-to-date stock performance.
Box: “After multiple years, it is finally breaking out. … I think it’s okay to own.”
Nuvation Bio’s year-to-date stock performance.

