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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	Dimensional Fund Advisors Austin, Texas	$43.8M	-$8.51M	1	0.01%	Reduced
27	Aristotle Capital Management Los Angeles, California	$43.4M	+$6.5M	1	0.08%	Increased
28	Goldman Sachs New York	$43.2M	+$8.85M	1	0.01%	Increased
29	Moore Capital Management New York	$43.1M	-$9.91M	1	0.61%	Reduced
30	Legal & General Group London, United Kingdom	$41.1M	+$120K	1	0.01%	Increased
31	Citadel Advisors Miami, Florida	$39.3M	+$799K	1	0.01%	Increased
32	Adage Capital Partners Boston, Massachusetts	$38.8M	-$5M	1	0.08%	Reduced
33	Bank of America Charlotte, North Carolina	$36.5M	+$7.03M	1	0%	Increased
34	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35.3M	-$1.9M	1	0.05%	Reduced
35	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.4M	+$4.02M	1	1.06%	Increased
36	Citigroup New York	$34M	+$15.2M	1	0.02%	Increased
37	Swiss National Bank Zurich, Switzerland	$32.6M	+$1.76M	1	0.02%	Increased
38	P3I Progeny 3 Inc Kirkland, Washington	$32.4M	-$1.02M	1	11.26%	Reduced
39	Susquehanna International Group Bala Cynwyd, Pennsylvania	$30.9M	+$1.51M	1	0%	Increased
40	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$30.6M	+$2.22M	1	1.49%	Increased
41	Fidelity Investments Boston, Massachusetts	$29.4M	+$350K	1	0%	Increased
42	AllianceBernstein Nashville, Tennessee	$29.1M	+$6.66M	1	0.01%	Increased
43	Mackenzie Financial Toronto Ontario, Ontario, Canada	$26.7M	-$12.1M	1	0.04%	Reduced
44	JP Morgan Chase New York	$26.5M	-$2.26M	1	0%	Reduced
45	TD Asset Management Toronto, Ontario, Canada	$26.2M	-$936K	1	0.03%	Reduced
46	SCP SailingStone Capital Partners Houston, Texas	$24.1M	+$19.2M	1	4.72%	New
47	PEAK6 Investments Chicago, Illinois	$23.4M	+$9.1M	1	0.06%	Increased
48	MCM Moerus Capital Management New York	$23.3M	-$5.69M	1	10.7%	Reduced
49	Tocqueville Asset Management New York	$23.1M	+$484K	1	0.33%	Increased
50	Amundi Paris, France	$23.1M	+$22.7M	1	0.02%	New