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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	Guardian Capital (Canada) Toronto, Ontario, Canada	$27.3M	-$33K	1	0.46%	Reduced
27	BlackRock Group London, United Kingdom	$27.1M	+$424K	1	0.01%	Increased
28	Bank of Nova Scotia Toronto, Ontario, Canada	$22.9M	-$2.41M	1	0.11%	Reduced
29	GC GMT Capital Atlanta, Georgia	$22.9M	+$8.51M	1	0.6%	Increased
30	Swiss National Bank Zurich, Switzerland	$22.7M	+$1.24M	1	0.06%	Increased
31	GAI General American Investors New York	$21.7M	+$2.37M	1	1.79%	Increased
32	Morgan Stanley New York	$21.6M	-$9.79M	1	0.01%	Reduced
33	Legal & General Group London, United Kingdom	$21.5M	+$115K	1	0.03%	Increased
34	Millennium Management New York	$19.2M	-$17.1M	1	0.04%	Reduced
35	Massachusetts Financial Services Boston, Massachusetts	$18.3M	-$512K	1	0.01%	Reduced
36	Fidelity Investments Boston, Massachusetts	$17.6M	-$575K	1	0%	Reduced
37	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$17.1M	-$936K	1	0.12%	Reduced
38	Allianz Asset Management Munich, Germany	$17.1M	-$68.2K	1	0.02%	Reduced
39	UBS Group Zurich, Switzerland	$16.3M	+$5.71M	1	0.01%	Increased
40	Adage Capital Partners Boston, Massachusetts	$15.7M	+$17.4M	1	0.04%	New
41	Northern Trust Chicago, Illinois	$15.5M	+$172K	1	0%	Increased
42	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.3M	+$3.9M	1	0.01%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.1M	+$964K	1	0.03%	Increased
44	Hillhouse Investment Management Grand Cayman, Cayman Islands	$14.6M	$0	1	0.23%	Maintained
45	Dimensional Fund Advisors Austin, Texas	$13.7M	-$121K	1	0.01%	Reduced
46	Scotia Capital Toronto, Ontario, Canada	$13.6M	+$8.94M	1	0.27%	Increased
47	BM Bridger Management New York	$11.6M	$0	1	0.37%	Maintained
48	AQR Capital Management Greenwich, Connecticut	$11.4M	+$12M	1	0.02%	Increased
49	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$11.2M	-$212K	1	0.55%	Reduced
50	Credit Suisse Zurich, Switzerland	$10.9M	-$952K	1	0.01%	Reduced