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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	Pinnacle Associates New York	$23.9M	-$2.05M	1	0.48%	Reduced
27	Swiss National Bank Zurich, Switzerland	$23.1M	-$159K	1	0.04%	Reduced
28	NIMC NWQ Investment Management Company Los Angeles, California	$22.4M	+$3.15M	1	0.3%	Increased
29	Brandes Investment Partners La Jolla, California	$19.7M	+$17M	1	0.3%	New
30	AQR Capital Management Greenwich, Connecticut	$19.6M	-$23.9M	1	0.03%	Reduced
31	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$19.3M	+$6.44M	1	1.31%	Increased
32	Allianz Asset Management Munich, Germany	$18.8M	-$32.4M	1	0.02%	Reduced
33	Dimensional Fund Advisors Austin, Texas	$18.2M	-$134K	1	0.01%	Reduced
34	Two Sigma Investments New York	$16.2M	+$13.9M	1	0.06%	New
35	Goldman Sachs New York	$15M	+$10.7M	1	0%	Increased
36	UBS Group Zurich, Switzerland	$13.9M	+$2.98M	1	0.01%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$13.1M	-$1.82M	1	0.01%	Reduced
38	Massachusetts Financial Services Boston, Massachusetts	$12.1M	-$231K	1	0.01%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$11.4M	-$99.8K	1	0.02%	Reduced
40	Hillhouse Investment Management Grand Cayman, Cayman Islands	$10.7M	$0	1	0.24%	Maintained
41	H Hexavest Montreal, Quebec, Canada	$10.4M	+$3.44M	1	0.14%	Increased
42	Bank of America Charlotte, North Carolina	$10.1M	+$558K	1	0%	Increased
43	Invesco Atlanta, Georgia	$10.1M	+$1.87M	1	0%	Increased
44	Susquehanna International Group Bala Cynwyd, Pennsylvania	$9.98M	-$498K	1	0.01%	Reduced
45	Tocqueville Asset Management New York	$9.34M	-$5.22M	1	0.12%	Reduced
46	FRM Foundation Resource Management Little Rock, Arkansas	$9.18M	+$60.8K	1	1.55%	Increased
47	Bank of Nova Scotia Toronto, Ontario, Canada	$9.11M	+$686K	1	0.05%	Increased
48	GAI General American Investors New York	$8.38M	-$6.07M	1	0.85%	Reduced
49	SEI Investments Oaks, Pennsylvania	$8.02M	+$6.79M	1	0.04%	Increased
50	Aristotle Capital Management Los Angeles, California	$7.84M	-$414K	1	0.07%	Reduced