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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	TD Asset Management Toronto, Ontario, Canada	$19.9M	-$646K	1	0.03%	Reduced
27	YCM Yost Capital Management Houston, Texas	$19.9M	+$3.31M	1	23.78%	Increased
28	William Blair Investment Management Chicago, Illinois	$19.3M	+$1.88M	1	0.08%	Increased
29	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$17.9M	+$1.42M	1	0.04%	Increased
30	MCM Moerus Capital Management New York	$17.3M	+$507K	1	5.88%	Increased
31	Goldman Sachs New York	$17.2M	+$9.24M	1	0.01%	Increased
32	Dimensional Fund Advisors Austin, Texas	$16.8M	+$311K	1	0.01%	Increased
33	Bank of America Charlotte, North Carolina	$16.8M	+$4.8M	1	0%	Increased
34	Legal & General Group London, United Kingdom	$16.4M	+$623K	1	0.01%	Increased
35	GAI General American Investors New York	$14.3M	$0	1	1.41%	Maintained
36	Swiss National Bank Zurich, Switzerland	$13.9M	+$53.5K	1	0.01%	Increased
37	Susquehanna International Group Bala Cynwyd, Pennsylvania	$13.8M	+$1.72M	1	0%	Increased
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.4M	+$6.86M	1	0.02%	Increased
39	Point72 Asset Management Stamford, Connecticut	$13.3M	+$13M	1	0.08%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.9M	+$76.1K	1	0.01%	Increased
41	Citigroup New York	$12.9M	-$1.54M	1	0.01%	Reduced
42	Discovery Capital Management South Norwalk, Connecticut	$12.7M	-$734K	1	2.12%	Reduced
43	BCM Bienville Capital Management New York	$12M	-$1.39M	1	1.39%	Reduced
44	Canada Life Winnipeg, Manitoba, Canada	$11.2M	-$73.6K	1	0.03%	Reduced
45	UBS Group Zurich, Switzerland	$11.1M	+$5M	1	0%	Increased
46	MAM Majedie Asset Management London, United Kingdom	$11M	-$2.57M	1	0.93%	Reduced
47	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$10.7M	-$830K	1	0.83%	Reduced
48	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$10.3M	+$1.58M	1	0.1%	Increased
49	P3I Progeny 3 Inc Kirkland, Washington	$10.2M	+$4.57M	1	10.27%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$10.1M	-$4M	1	0.01%	Reduced