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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	Bank of Nova Scotia Toronto, Ontario, Canada	$19.6M	+$1.8M	1	0.08%	Increased
27	MCM Moerus Capital Management New York	$18.9M	+$114K	1	5.87%	Increased
28	YCM Yost Capital Management Houston, Texas	$18.7M	+$2.06M	1	18.17%	Increased
29	Dimensional Fund Advisors Austin, Texas	$18.6M	+$21.9K	1	0.01%	Increased
30	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$18.6M	-$4.26M	1	0.04%	Reduced
31	Legal & General Group London, United Kingdom	$17.8M	+$586K	1	0.01%	Increased
32	Citigroup New York	$16.3M	-$4.44M	1	0.01%	Reduced
33	GAI General American Investors New York	$16.1M	+$1.86M	1	1.52%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$16M	-$6.62M	1	0.01%	Reduced
35	Swiss National Bank Zurich, Switzerland	$15.6M	+$738K	1	0.02%	Increased
36	MAM Majedie Asset Management London, United Kingdom	$15.3M	-$9.41M	1	1.18%	Reduced
37	Discovery Capital Management South Norwalk, Connecticut	$15.2M	+$997K	1	1.45%	Increased
38	BCM Bienville Capital Management New York	$15.1M	+$7.38M	1	1.82%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.5M	-$299K	1	0.01%	Reduced
40	Susquehanna International Group Bala Cynwyd, Pennsylvania	$13.7M	-$1.29M	1	0.01%	Reduced
41	State of Tennessee, Department of Treasury Nashville, Tennessee	$13.7M	-$120K	1	0.07%	Reduced
42	Bank of America Charlotte, North Carolina	$13.5M	-$4.87M	1	0%	Reduced
43	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$13.1M	-$4.16K	1	0.9%	Reduced
44	Canada Life Winnipeg, Manitoba, Canada	$13M	-$93K	1	0.03%	Reduced
45	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$12.8M	-$3.31M	1	0.12%	Reduced
46	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$12.4M	-$19.9M	1	0.08%	Reduced
47	MUFG Securities EMEA London, United Kingdom	$11.8M	+$11.8M	1	0.13%	New
48	JP Morgan Chase New York	$10.9M	+$1.39M	1	0%	Increased
49	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.5M	-$1.97M	1	0.02%	Reduced
50	Renaissance Technologies New York	$10.4M	+$8.86M	1	0.01%	Increased