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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	ZP Zimmer Partners New York	$97.3M	+$698K	1	2.29%	Increased
27	Bank of New York Mellon New York	$90.8M	-$17.6M	2	0.02%	Reduced
28	Citigroup New York	$88.7M	-$6.88M	2	0.06%	Reduced
29	SCP SailingStone Capital Partners Houston, Texas	$84.6M	+$672K	2	23.61%	Increased
30	Rubric Capital Management (New York) New York	$84.4M	-$56.1M	1	3.61%	Reduced
31	Aristotle Capital Management Los Angeles, California	$78M	+$1.35M	1	0.16%	Increased
32	PIP Permian Investment Partners Dallas, Texas	$77.3M	+$1.69M	1	8.67%	Increased
33	Amundi Paris, France	$71M	-$4.08M	1	0.04%	Reduced
34	Norges Bank Oslo, Norway	$70M	-$1.18M	1	0.01%	Reduced
35	P3I Progeny 3 Inc Kirkland, Washington	$66.9M	$0	1	10.14%	Maintained
36	Millennium Management New York	$62.1M	+$7.5M	3	0.03%	Increased
37	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$59.3M	-$2.08M	1	0.09%	Reduced
38	CIBC Asset Management Toronto, Ontario, Canada	$58M	+$7.31M	1	0.22%	Increased
39	Legal & General Group London, United Kingdom	$58M	-$6.46M	2	0.02%	Reduced
40	Goldman Sachs New York	$55.9M	+$30.6M	2	0.01%	Increased
41	KGI Kopernik Global Investors Tampa, Florida	$55.7M	-$8.9M	1	5.7%	Reduced
42	Lingotto Investment Management London, United Kingdom	$52.9M	-$82.8M	1	3.42%	Reduced
43	Geode Capital Management Boston, Massachusetts	$51.5M	+$5.4M	2	0.01%	Increased
44	Swiss National Bank Zurich, Switzerland	$51.5M	-$2.91M	2	0.03%	Reduced
45	Empyrean Capital Partners Los Angeles, California	$50.6M	$0	1	2.29%	Maintained
46	TD Asset Management Toronto, Ontario, Canada	$50.1M	+$1.41M	2	0.06%	Increased
47	Susquehanna International Group Bala Cynwyd, Pennsylvania	$49.4M	+$14.9M	3	0.01%	Increased
48	Point72 Asset Management Stamford, Connecticut	$48.4M	+$6.35M	1	0.14%	Increased
49	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$45.7M	+$1.56M	1	2.89%	Increased
50	Primecap Management Pasadena, California	$45M	+$442K	1	0.04%	Increased