← All themes Nuclear Energy

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
Natixis Advisors
Natixis Advisors
Massachusetts
$22.7M +$179K 1 0.2% Increased
27
William Blair Investment Management
William Blair Investment Management
Illinois
$21.4M +$886K 1 0.09% Increased
28
Manning & Napier Group
Manning & Napier Group
New York
$21.4M -$2.14M 1 0.23% Reduced
29
MCM
Moerus Capital Management
New York
$20.7M +$1.96M 1 6.13% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$20.5M -$144K 1 0.01% Reduced
31
Bank of America
Bank of America
North Carolina
$20.1M +$4.69M 1 0% Increased
32
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.6M +$1.48M 1 0.08% Increased
33
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M +$2.15M 1 0.18% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$18.9M +$5.58M 1 0.01% Increased
35
YCM
Yost Capital Management
Texas
$18.3M +$626K 1 12.95% Increased
36
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7M -$432K 1 0.02% Reduced
37
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.4M +$5.47M 1 0.01% Increased
38
Swiss National Bank
Swiss National Bank
Switzerland
$16.4M +$183K 1 0.02% Increased
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16.2M +$111K 1 0.02% Increased
40
GAI
General American Investors
New York
$15.7M $0 1 1.55% Maintained
41
Discovery Capital Management
Discovery Capital Management
Connecticut
$15.6M +$4.95M 1 1.62% Increased
42
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.1M +$3.57M 1 0.07% Increased
43
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$14.4M -$61K 1 1% Reduced
44
Canada Life
Canada Life
Manitoba, Canada
$14M -$17.1K 1 0.04% Reduced
45
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$13.6M +$2.47M 1 0.03% Increased
46
Two Sigma Advisers
Two Sigma Advisers
New York
$12.5M +$680K 1 0.03% Increased
47
Citadel Advisors
Citadel Advisors
Florida
$12.5M -$6.45M 1 0.01% Reduced
48
UBS Group
UBS Group
Switzerland
$11.1M +$3.27M 1 0% Increased
49
JP Morgan Chase
JP Morgan Chase
New York
$10.7M -$1.69M 1 0% Reduced
50
MC
Muhlenkamp & Co
Pennsylvania
$9.99M +$10.2M 1 4.73% New