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Small Modular Reactors

Small modular reactors are factory-built units intended to cut the cost and schedule risk of conventional nuclear construction. Most developers are pre-revenue and trade on licensing progress and offtake agreements.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	BlackRock Group London, United Kingdom	$34.8M	+$1.48M	1	0.02%	Increased
27	Allianz Asset Management Munich, Germany	$31.3M	+$3.84M	1	0.04%	Increased
28	Bank of Nova Scotia Toronto, Ontario, Canada	$30.8M	+$3.87M	1	0.12%	Increased
29	Morgan Stanley New York	$30.1M	+$7.89M	1	0.01%	Increased
30	Massachusetts Financial Services Boston, Massachusetts	$29.2M	-$595K	1	0.02%	Reduced
31	JP Morgan Chase New York	$29M	+$307K	1	0.01%	Increased
32	Fidelity Investments Boston, Massachusetts	$28.4M	-$38.9M	1	0%	Reduced
33	Point72 Asset Management Stamford, Connecticut	$27.7M	+$30.7M	1	0.21%	New
34	Capital Guardian Trust Los Angeles, California	$27.6M	+$347K	1	0.2%	Increased
35	Legal & General Group London, United Kingdom	$27.1M	-$142K	1	0.03%	Reduced
36	PHAM Pacific Heights Asset Management San Francisco, California	$26.5M	$0	1	1.06%	Maintained
37	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$26M	+$5.7M	1	0.27%	Increased
38	DFO Duquesne Family Office New York	$25.2M	$0	1	3.09%	Maintained
39	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$24.3M	-$3.81M	1	0.16%	Reduced
40	Russell Frank Company Seattle, Washington	$23.3M	-$885K	1	0.04%	Reduced
41	Susquehanna International Group Bala Cynwyd, Pennsylvania	$23M	-$3.33M	1	0.01%	Reduced
42	GAI General American Investors New York	$21.8M	+$3.56M	1	1.73%	Increased
43	Swiss National Bank Zurich, Switzerland	$20.8M	-$957K	1	0.08%	Reduced
44	Teachers Advisors New York	$20.4M	-$301K	1	0.04%	Reduced
45	UBS Zurich, Switzerland	$19.6M	+$10.8M	1	0.01%	Increased
46	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.3M	-$16.2M	1	0.07%	Reduced
47	Hillhouse Investment Management Grand Cayman, Cayman Islands	$18.1M	+$20.1M	1	2.22%	New
48	Northern Trust Chicago, Illinois	$18M	+$15.1M	1	0.01%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.7M	-$60.9K	1	0.03%	Reduced
50	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$16.1M	-$1.22M	1	0.13%	Reduced