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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	Amundi Paris, France	$62.5M	+$9.07M	1	0.03%	Increased
27	Citigroup New York	$62.3M	+$25.2M	2	0.05%	Increased
28	ZP Zimmer Partners New York	$61.8M	+$64.1M	1	1.24%	New
29	PIP Permian Investment Partners Dallas, Texas	$56.9M	+$49.4M	1	9.94%	Increased
30	Aristotle Capital Management Los Angeles, California	$54.6M	-$2.57M	1	0.12%	Reduced
31	Ghisallo Capital Management Boston, Massachusetts	$49.3M	+$47M	2	8.78%	Increased
32	P3I Progeny 3 Inc Kirkland, Washington	$48.4M	+$367K	1	8.41%	Increased
33	GFWEX G.F.W. Energy XII Dallas, Texas	$48.2M	+$6.97K	1	90.97%	Increased
34	Empyrean Capital Partners Los Angeles, California	$48.1M	$0	1	1.52%	Maintained
35	Legal & General Group London, United Kingdom	$47.9M	+$917K	2	0.02%	Increased
36	Driehaus Capital Management Chicago, Illinois	$46.7M	-$73.4M	1	0.7%	Reduced
37	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$43.4M	-$6.95M	1	0.25%	Reduced
38	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$43.3M	-$1.01M	1	0.06%	Reduced
39	Swiss National Bank Zurich, Switzerland	$41.7M	+$1.2M	2	0.03%	Increased
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$41.2M	+$2.34M	2	0.03%	Increased
41	Tiger Global Management New York	$39.7M	$0	1	0.49%	Maintained
42	PEAK6 Investments Chicago, Illinois	$36.3M	-$2.18M	2	0.21%	Reduced
43	Marshall Wace London, United Kingdom	$36M	-$8.28M	2	0.08%	Reduced
44	Swedbank Stockholm, Sweden	$35.9M	+$18.8M	1	0.08%	Increased
45	JP Morgan Chase New York	$35.8M	-$6.93M	2	0%	Reduced
46	TD Asset Management Toronto, Ontario, Canada	$35.7M	+$372K	2	0.04%	Increased
47	Geode Capital Management Boston, Massachusetts	$34.5M	+$2.61M	2	0%	Increased
48	CIBC Asset Management Toronto, Ontario, Canada	$34.3M	+$25.2M	1	0.14%	Increased
49	Magnetar Financial Evanston, Illinois	$33.9M	-$519K	1	0.57%	Reduced
50	HIG Herr Investment Group Austin, Texas	$32.6M	+$33.9M	1	1.99%	New