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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
51	Intact Investment Management Montreal, Quebec, Canada	$11.8M	-$100K	1	0.62%	Reduced
52	GAI General American Investors New York	$11.7M	+$556K	1	1.02%	Increased
53	MTB Mizuho Trust & Banking Tokyo, Japan	$11.5M	$0	1	0.05%	Maintained
54	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.1M	+$2.04M	1	0.01%	Increased
55	UBS Zurich, Switzerland	$11M	+$259K	1	0.01%	Increased
56	Dimensional Fund Advisors Austin, Texas	$10.9M	+$305K	1	0.01%	Increased
57	Deutsche Bank Frankfurt Am Main Ge, Germany	$9.89M	+$4.46M	1	0.01%	Increased
58	Scotia Capital Toronto, Ontario, Canada	$9.36M	+$2.15M	1	0.25%	Increased
59	Wells Fargo San Francisco, California	$8.69M	+$5.17M	1	0%	Increased
60	Bank of New York Mellon New York	$8.63M	+$990K	1	0%	Increased
61	APG Asset Management Amsterdam, Netherlands	$8.21M	-$2.3M	1	0.03%	Reduced
62	Goldman Sachs New York	$8.21M	+$4.72M	1	0%	Increased
63	BlackRock Fund Advisors San Francisco, California	$8.2M	+$376K	1	0%	Increased
64	Citigroup New York	$7.64M	+$2.01M	1	0.01%	Increased
65	VanEck Associates New York	$7.33M	+$1.7M	1	0.04%	Increased
66	Barclays London, United Kingdom	$6.98M	-$793K	1	0.01%	Reduced
67	GC GMT Capital Atlanta, Georgia	$6.67M	+$1.89M	1	0.15%	Increased
68	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$6.67M	+$251K	1	2.43%	Increased
69	WG Winchester Group New York	$6.41M	+$6.22M	1	1.41%	Increased
70	Balyasny Asset Management Chicago, Illinois	$5.95M	+$6.6M	1	0.08%	New
71	State of Wisconsin Investment Board Madison, Wisconsin	$5.88M	+$76.3K	1	0.02%	Increased
72	THCM Tipp Hill Capital Management New York	$5.78M	$0	1	5.01%	Maintained
73	Ameriprise Minneapolis, Minnesota	$5.7M	-$597K	1	0%	Reduced
74	Bank of America Charlotte, North Carolina	$5.58M	-$1.59M	1	0%	Reduced
75	CC Cambrian Capital San Francisco, California	$4.81M	-$1.08M	1	1.05%	Reduced