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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	Dimensional Fund Advisors Austin, Texas	$19.8M	-$298K	1	0.01%	Reduced
27	Bank of America Charlotte, North Carolina	$19.6M	+$4.15M	1	0%	Increased
28	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$17.2M	-$366K	1	1.1%	Reduced
29	Citadel Advisors Miami, Florida	$16.8M	+$10.5M	1	0.01%	Increased
30	YCM Yost Capital Management Houston, Texas	$16.8M	+$15.5M	1	10.98%	New
31	Citigroup New York	$15.9M	-$1.3M	1	0.01%	Reduced
32	Swiss National Bank Zurich, Switzerland	$15.7M	-$583K	1	0.02%	Reduced
33	Bank of Nova Scotia Toronto, Ontario, Canada	$15.6M	+$886K	1	0.07%	Increased
34	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$14.8M	-$2.83M	1	0.02%	Reduced
35	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$14.6M	-$1.45M	1	0.12%	Reduced
36	T TOBAM Paris, France	$13.5M	-$2.31M	1	0.57%	Reduced
37	GAI General American Investors New York	$12.9M	$0	1	1.11%	Maintained
38	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$12.8M	-$273K	1	0.19%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.7M	-$522K	1	0.01%	Reduced
40	Goldman Sachs New York	$11.2M	+$3.33M	1	0%	Increased
41	Allianz Asset Management Munich, Germany	$11.1M	-$2.49M	1	0.01%	Reduced
42	Janus Henderson Group London,	$10.4M	+$4.16M	1	0.01%	Increased
43	Legal & General Group London, United Kingdom	$10.2M	-$129K	1	0.01%	Reduced
44	State of Tennessee, Department of Treasury Nashville, Tennessee	$10.1M	+$6.12M	1	0.05%	Increased
45	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.83M	-$52.4K	1	4.21%	Reduced
46	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.71M	-$295K	1	0.08%	Reduced
47	Brandes Investment Partners La Jolla, California	$9.24M	-$3.06K	1	0.21%	Reduced
48	Susquehanna International Group Bala Cynwyd, Pennsylvania	$9.03M	+$879K	1	0%	Increased
49	UBS Group Zurich, Switzerland	$8.94M	-$3.46M	1	0%	Reduced
50	Korea Investment Corp Seoul, South Korea	$8.66M	+$5.07M	1	0.04%	Increased