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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	Anchor Capital Advisors Boston, Massachusetts	$30.3M	+$713K	1	0.73%	Increased
27	Morgan Stanley New York	$30.3M	+$6.3M	1	0.01%	Increased
28	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$28.1M	-$3.52M	1	0.34%	Reduced
29	Swiss National Bank Zurich, Switzerland	$26.7M	+$4.85M	1	0.05%	Increased
30	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.5M	+$1.85M	1	2.25%	Increased
31	BlackRock Group London, United Kingdom	$23.2M	-$1.39M	1	0.01%	Reduced
32	Legal & General Group London, United Kingdom	$21.2M	+$170K	1	0.02%	Increased
33	Dimensional Fund Advisors Austin, Texas	$20.4M	+$2.85M	1	0.01%	Increased
34	GAI General American Investors New York	$20.2M	$0	1	2.09%	Maintained
35	Goldman Sachs New York	$19.2M	+$5.88M	1	0.01%	Increased
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.8M	-$1.14M	1	0.02%	Reduced
37	D.E. Shaw & Co New York	$18.2M	+$590K	1	0.03%	Increased
38	Tocqueville Asset Management New York	$17.7M	+$10M	1	0.23%	Increased
39	Wells Fargo San Francisco, California	$17.5M	+$3.73M	1	0.01%	Increased
40	Millennium Management New York	$16.7M	+$9.75M	1	0.04%	Increased
41	Bank of America Charlotte, North Carolina	$15.7M	-$4.18M	1	0%	Reduced
42	Massachusetts Financial Services Boston, Massachusetts	$15.6M	-$121K	1	0.01%	Reduced
43	Fidelity Investments Boston, Massachusetts	$15.1M	+$123K	1	0%	Increased
44	I.G. Investment Management Winnipeg, Manitoba, Canada	$14.6M	+$3.2M	1	0.06%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.5M	+$579K	1	0.03%	Increased
46	Northern Trust Chicago, Illinois	$13.2M	+$385K	1	0%	Increased
47	Hillhouse Investment Management Grand Cayman, Cayman Islands	$13.2M	$0	1	0.29%	Maintained
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.3M	-$2.95M	1	0.01%	Reduced
49	Addenda Capital Montreal, Quebec, Canada	$12.3M	-$2.61M	1	1.07%	Reduced
50	Schroder Investment Management Group London, United Kingdom	$11.6M	+$2.28M	1	0.02%	Increased