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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	$18M	-$645K	1	0.03%	Reduced
27	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.8M	+$7.51M	1	0.14%	Increased
28	Dimensional Fund Advisors Austin, Texas	$16.6M	+$893K	1	0.01%	Increased
29	Bank of America Charlotte, North Carolina	$16.3M	+$635K	1	0%	Increased
30	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.3M	+$2.39M	1	0%	Increased
31	Legal & General Group London, United Kingdom	$15.3M	-$56.1K	1	0.01%	Reduced
32	MCM Moerus Capital Management New York	$15.1M	-$1.08M	1	4.9%	Reduced
33	State of Tennessee, Department of Treasury Nashville, Tennessee	$15M	$0	1	0.07%	Maintained
34	Manning & Napier Group Fairport, New York	$14.3M	-$14.7M	1	0.15%	Reduced
35	YCM Yost Capital Management Houston, Texas	$14.1M	-$4.72M	1	11.09%	Reduced
36	GAI General American Investors New York	$13.4M	$0	1	1.22%	Maintained
37	Natixis Advisors Boston, Massachusetts	$12.9M	-$7.55M	1	0.09%	Reduced
38	Citigroup New York	$12.6M	+$599K	1	0.01%	Increased
39	P3I Progeny 3 Inc Kirkland, Washington	$12.4M	+$2.95M	1	11.25%	Increased
40	Swiss National Bank Zurich, Switzerland	$12.3M	-$679K	1	0.01%	Reduced
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.3M	+$202K	1	0.01%	Increased
42	Goldman Sachs New York	$12M	-$4.26M	1	0%	Reduced
43	D.E. Shaw & Co New York	$12M	+$6.06M	1	0.01%	Increased
44	MUFG Securities EMEA London, United Kingdom	$11.6M	+$12M	1	0.09%	New
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$11.5M	-$910K	1	0.01%	Reduced
46	Discovery Capital Management South Norwalk, Connecticut	$11.4M	-$519K	1	3.61%	Reduced
47	BCM Bienville Capital Management New York	$10.5M	-$714K	1	2.69%	Reduced
48	MAM Majedie Asset Management London, United Kingdom	$10.3M	+$22.5K	1	0.75%	Increased
49	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$10.3M	+$218K	1	0.76%	Increased
50	Canada Life Winnipeg, Manitoba, Canada	$10.2M	-$132K	1	0.02%	Reduced