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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	Morgan Stanley New York	$28.2M	-$776K	1	0.01%	Reduced
27	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$27.6M	-$15.3M	1	0.3%	Reduced
28	Pinnacle Associates New York	$24.7M	-$560K	1	0.47%	Reduced
29	NIMC NWQ Investment Management Company Los Angeles, California	$23.9M	+$115K	1	0.31%	Increased
30	Allianz Asset Management Munich, Germany	$19.8M	+$32.6K	1	0.02%	Increased
31	Dimensional Fund Advisors Austin, Texas	$19M	-$235K	1	0.01%	Reduced
32	Brandes Investment Partners La Jolla, California	$18.5M	-$2.47M	1	0.27%	Reduced
33	Swiss National Bank Zurich, Switzerland	$17.7M	-$6.9M	1	0.02%	Reduced
34	Susquehanna International Group Bala Cynwyd, Pennsylvania	$16.8M	+$6.45M	1	0.01%	Increased
35	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$15.9M	-$4.62M	1	1.08%	Reduced
36	SJIC St. James Investment Company Southlake, Texas	$13.6M	+$14M	1	1.64%	New
37	Goldman Sachs New York	$12.9M	-$3.15M	1	0%	Reduced
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.4M	+$345K	1	0.02%	Increased
39	Invesco Atlanta, Georgia	$12.4M	+$1.85M	1	0%	Increased
40	Bank of America Charlotte, North Carolina	$12.1M	+$1.45M	1	0%	Increased
41	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$12.1M	+$12.5M	1	0.23%	New
42	GAI General American Investors New York	$11.8M	+$3.01M	1	1.15%	Increased
43	Bank of Nova Scotia Toronto, Ontario, Canada	$11.5M	+$1.91M	1	0.05%	Increased
44	Hillhouse Investment Management Grand Cayman, Cayman Islands	$11.4M	$0	1	0.22%	Maintained
45	OWIM Old West Investment Management Los Angeles, California	$9.94M	+$3.61M	1	5.28%	Increased
46	Tocqueville Asset Management New York	$9.84M	-$36.8K	1	0.12%	Reduced
47	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.65M	+$3.65M	1	2.96%	Increased
48	FRM Foundation Resource Management Little Rock, Arkansas	$9.24M	-$474K	1	1.62%	Reduced
49	Aristotle Capital Management Los Angeles, California	$8.85M	+$570K	1	0.08%	Increased
50	H Hexavest Montreal, Quebec, Canada	$7.56M	-$3.56M	1	0.09%	Reduced