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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	Citigroup New York	$80.4M	+$8.52M	2	0.06%	Increased
27	SCP SailingStone Capital Partners Houston, Texas	$78.5M	+$1.17M	2	27.97%	Increased
28	Driehaus Capital Management Chicago, Illinois	$66.6M	+$12.8M	1	0.93%	Increased
29	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$65.7M	+$15.7M	1	0.36%	Increased
30	Aristotle Capital Management Los Angeles, California	$63.9M	+$827K	1	0.13%	Increased
31	PIP Permian Investment Partners Dallas, Texas	$63M	-$2.64M	1	8.3%	Reduced
32	Amundi Paris, France	$61.7M	-$147K	1	0.03%	Reduced
33	Norges Bank Oslo, Norway	$59.6M	-$24.7M	1	0.01%	Reduced
34	Renaissance Technologies New York	$55.9M	+$22.5M	1	0.07%	Increased
35	P3I Progeny 3 Inc Kirkland, Washington	$55.9M	$0	1	9.48%	Maintained
36	KGI Kopernik Global Investors Tampa, Florida	$54.8M	-$47.7M	1	5.7%	Reduced
37	Legal & General Group London, United Kingdom	$54.5M	-$791K	2	0.02%	Reduced
38	JP Morgan Chase New York	$53.4M	+$12.3M	3	0.01%	Increased
39	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$51.5M	+$1.55M	1	0.08%	Increased
40	Empyrean Capital Partners Los Angeles, California	$49.2M	$0	1	1.69%	Maintained
41	Millennium Management New York	$48.3M	+$20M	3	0.03%	Increased
42	Swiss National Bank Zurich, Switzerland	$45.8M	-$2.31M	2	0.03%	Reduced
43	GFWEX G.F.W. Energy XII Dallas, Texas	$42.7M	$0	1	91.95%	Maintained
44	TD Asset Management Toronto, Ontario, Canada	$42M	+$2.12M	2	0.05%	Increased
45	CIBC Asset Management Toronto, Ontario, Canada	$41.6M	+$2.1M	1	0.17%	Increased
46	Citadel Advisors Miami, Florida	$41.5M	-$62.9M	2	0.01%	Reduced
47	MPM MBB Public Markets Chicago, Illinois	$41M	+$19.4M	1	2.27%	Increased
48	Mackenzie Financial Toronto Ontario, Ontario, Canada	$40.9M	+$6.15M	1	0.06%	Increased
49	Tiger Global Management New York	$40.6M	$0	1	0.37%	Maintained
50	Geode Capital Management Boston, Massachusetts	$40.5M	+$1.94M	2	0.01%	Increased