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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$20.5M	-$7.93M	1	0.19%	Reduced
27	NIMC NWQ Investment Management Company Los Angeles, California	$19M	-$555K	1	0.26%	Reduced
28	Norges Bank Oslo, Norway	$18M	-$5.98M	1	0.01%	Reduced
29	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$16.8M	-$6.44M	1	0.17%	Reduced
30	Dimensional Fund Advisors Austin, Texas	$15.7M	+$25.4K	1	0.01%	Increased
31	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.5M	+$1.85M	1	0.01%	Increased
32	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$15M	+$2.13M	1	1.02%	Increased
33	Schroder Investment Management Group London, United Kingdom	$14.7M	+$7.33M	1	0.03%	Increased
34	Swiss National Bank Zurich, Switzerland	$13.9M	-$750K	1	0.02%	Reduced
35	SJIC St. James Investment Company Southlake, Texas	$11.4M	+$294K	1	1.41%	Increased
36	Credit Suisse Zurich, Switzerland	$11.3M	+$7.49M	1	0.01%	Increased
37	Bank of America Charlotte, North Carolina	$11.2M	+$1.41M	1	0%	Increased
38	GAI General American Investors New York	$10.4M	+$756K	1	1.05%	Increased
39	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10.4M	+$468K	1	0.17%	Increased
40	Citigroup New York	$10.4M	+$5.06M	1	0.01%	Increased
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$10.3M	+$61.5K	1	0.02%	Increased
42	Allianz Asset Management Munich, Germany	$10.2M	-$6.69M	1	0.01%	Reduced
43	Goldman Sachs New York	$9.82M	-$819K	1	0%	Reduced
44	Invesco Atlanta, Georgia	$9.8M	-$455K	1	0%	Reduced
45	Bank of Nova Scotia Toronto, Ontario, Canada	$9.71M	+$260K	1	0.05%	Increased
46	Hillhouse Investment Management Grand Cayman, Cayman Islands	$9.33M	$0	1	0.14%	Maintained
47	Tocqueville Asset Management New York	$8.13M	+$42.2K	1	0.1%	Increased
48	Aristotle Capital Management Los Angeles, California	$8.1M	+$909K	1	0.07%	Increased
49	OWIM Old West Investment Management Los Angeles, California	$7.95M	-$249K	1	4.24%	Reduced
50	MC Muhlenkamp & Co Wexford, Pennsylvania	$7.92M	-$8.85K	1	2.48%	Reduced