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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	Global X Management Company New York	$25.7M	-$1.22M	1	1.3%	Reduced
27	Swiss National Bank Zurich, Switzerland	$24.5M	+$1.05M	1	0.04%	Increased
28	Morgan Stanley New York	$23M	-$3.05M	1	0.01%	Reduced
29	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$22.6M	+$1.02M	1	1.93%	Increased
30	Anchor Capital Advisors Boston, Massachusetts	$21.5M	-$4.78M	1	0.54%	Reduced
31	Dimensional Fund Advisors Austin, Texas	$20.4M	+$3.18M	1	0.01%	Increased
32	Wells Fargo San Francisco, California	$19.1M	+$4.46M	1	0.01%	Increased
33	Legal & General Group London, United Kingdom	$18.7M	+$793K	1	0.02%	Increased
34	BlackRock Group London, United Kingdom	$18.3M	-$1.57M	1	0.01%	Reduced
35	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.9M	+$2.3M	1	0.03%	Increased
36	GAI General American Investors New York	$17.3M	$0	1	1.8%	Maintained
37	Tocqueville Asset Management New York	$15.2M	+$60.2K	1	0.18%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$13.8M	+$3.52M	1	0.01%	Increased
39	Massachusetts Financial Services Boston, Massachusetts	$13.4M	+$106K	1	0.01%	Increased
40	Fidelity Investments Boston, Massachusetts	$13.3M	+$485K	1	0%	Increased
41	Goldman Sachs New York	$13.3M	-$3.38M	1	0%	Reduced
42	Bank of America Charlotte, North Carolina	$13.3M	-$83K	1	0%	Reduced
43	I.G. Investment Management Winnipeg, Manitoba, Canada	$12.7M	+$192K	1	0.05%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.4M	+$28.9K	1	0.02%	Increased
45	Northern Trust Chicago, Illinois	$11.7M	-$142K	1	0%	Reduced
46	D.E. Shaw & Co New York	$11.5M	-$4.45M	1	0.02%	Reduced
47	Hillhouse Investment Management Grand Cayman, Cayman Islands	$11.3M	$0	1	0.28%	Maintained
48	Credit Suisse Zurich, Switzerland	$9.66M	+$899K	1	0.01%	Increased
49	Schroder Investment Management Group London, United Kingdom	$9.32M	-$291K	1	0.02%	Reduced
50	UBS O'Connor Chicago, Illinois	$8.29M	+$8.97M	1	0.18%	New