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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	Rubric Capital Management (New York) New York	$100M	-$6.07M	1	3.75%	Reduced
27	Marshall Wace London, United Kingdom	$99.3M	+$72.2M	1	0.2%	Increased
28	Aristotle Capital Management Los Angeles, California	$98.5M	-$113K	1	0.21%	Reduced
29	Bank of New York Mellon New York	$97M	-$15.5M	2	0.02%	Reduced
30	Norges Bank Oslo, Norway	$94.6M	+$5.34M	1	0.02%	Increased
31	P3I Progeny 3 Inc Kirkland, Washington	$83.6M	-$983K	1	11.4%	Reduced
32	Amundi Paris, France	$83.3M	-$780K	1	0.04%	Reduced
33	CIBC Asset Management Toronto, Ontario, Canada	$74.3M	+$518K	1	0.31%	Increased
34	Legal & General Group London, United Kingdom	$73.1M	-$462K	2	0.03%	Reduced
35	Wellington Management Group Boston, Massachusetts	$71.8M	-$51.6M	1	0.01%	Reduced
36	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$70.5M	-$4.1M	1	0.12%	Reduced
37	Geode Capital Management Boston, Massachusetts	$65.3M	+$3.04M	2	0.01%	Increased
38	SCP SailingStone Capital Partners Houston, Texas	$62.1M	-$25.7M	2	18.24%	Reduced
39	TD Asset Management Toronto, Ontario, Canada	$60.2M	-$432K	2	0.07%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$60.2M	+$22.3M	1	0.05%	Increased
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$59.2M	+$2.1M	2	0.03%	Increased
42	Swiss National Bank Zurich, Switzerland	$58.3M	-$6.27M	2	0.05%	Reduced
43	Primecap Management Pasadena, California	$56.6M	-$269K	1	0.05%	Reduced
44	Susquehanna International Group Bala Cynwyd, Pennsylvania	$54.3M	-$6.73M	2	0.01%	Reduced
45	Point72 Asset Management Stamford, Connecticut	$54.1M	-$5.92M	2	0.16%	Reduced
46	Goldman Sachs New York	$52.4M	-$15.8M	2	0.01%	Reduced
47	Empyrean Capital Partners Los Angeles, California	$50.2M	$0	1	3.1%	Maintained
48	PIP Permian Investment Partners Dallas, Texas	$49.6M	-$43M	1	5.77%	Reduced
49	OCMH Oxbow Capital Management (HK) Hong Kong	$48.6M	+$17.9M	1	34.5%	Increased
50	Canoe Financial Calgary, Alberta, Canada	$48.5M	$0	1	1.36%	Maintained