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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	Citigroup New York	$20.6M	+$4.93M	1	0.02%	Increased
27	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$19.9M	-$2.55M	1	0.03%	Reduced
28	Dimensional Fund Advisors Austin, Texas	$19.8M	+$81.1K	1	0.01%	Increased
29	William Blair Investment Management Chicago, Illinois	$19.8M	+$16.2M	1	0.1%	Increased
30	MCM Moerus Capital Management New York	$18.1M	+$18.4M	1	5.93%	New
31	Citadel Advisors Miami, Florida	$18.1M	+$1.44M	1	0.01%	Increased
32	Bank of Nova Scotia Toronto, Ontario, Canada	$17.5M	+$2.02M	1	0.08%	Increased
33	Mackenzie Financial Toronto Ontario, Ontario, Canada	$17.4M	+$17.7M	1	0.05%	New
34	YCM Yost Capital Management Houston, Texas	$17M	+$336K	1	12.8%	Increased
35	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$16.5M	+$1.79M	1	0.02%	Increased
36	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.1M	+$603K	1	0.17%	Increased
37	Balyasny Asset Management Chicago, Illinois	$15.7M	+$13.1M	1	0.11%	Increased
38	Swiss National Bank Zurich, Switzerland	$15.6M	-$131K	1	0.02%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.3M	+$2.94M	1	0.02%	Increased
40	GAI General American Investors New York	$15.1M	+$2.32M	1	1.58%	Increased
41	Bank of America Charlotte, North Carolina	$14.9M	-$4.65M	1	0%	Reduced
42	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$13.9M	-$3.34M	1	1.07%	Reduced
43	Janus Henderson Group London,	$13.6M	+$3.36M	1	0.01%	Increased
44	Canada Life Winnipeg, Manitoba, Canada	$13.5M	+$10.5M	1	0.04%	Increased
45	Legal & General Group London, United Kingdom	$12.9M	+$2.8M	1	0.01%	Increased
46	T TOBAM Paris, France	$12.8M	-$615K	1	0.62%	Reduced
47	JP Morgan Chase New York	$11.9M	+$5.18M	1	0%	Increased
48	Korea Investment Corp Seoul, South Korea	$11.6M	+$3M	1	0.06%	Increased
49	Two Sigma Advisers New York	$11.4M	+$5.63M	1	0.03%	Increased
50	Goldman Sachs New York	$11.4M	+$278K	1	0%	Increased