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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	Invesco Atlanta, Georgia	$15.6M	-$13.4M	1	0.01%	Reduced
52	GAI General American Investors New York	$15.5M	+$1.94M	1	1.26%	Increased
53	Intact Investment Management Montreal, Quebec, Canada	$14M	+$5.82K	1	0.68%	Increased
54	Dimensional Fund Advisors Austin, Texas	$13.9M	+$1.25M	1	0.01%	Increased
55	AllianceBernstein Nashville, Tennessee	$13.8M	-$28.4M	1	0.01%	Reduced
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.7M	-$617K	1	0.02%	Reduced
57	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$12.7M	-$9.26M	1	0.1%	Reduced
58	UBS Zurich, Switzerland	$11.4M	-$1.25M	1	0.01%	Reduced
59	Wells Fargo San Francisco, California	$11M	+$956K	1	0%	Increased
60	Bank of New York Mellon New York	$10.9M	+$899K	1	0%	Increased
61	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$10.8M	-$9.9M	1	0.08%	Reduced
62	CC Cambrian Capital San Francisco, California	$10.7M	+$4.86M	1	2.7%	Increased
63	Two Sigma Advisers New York	$10.1M	+$8.56M	1	0.1%	Increased
64	Scotia Capital Toronto, Ontario, Canada	$10M	-$673K	1	0.24%	Reduced
65	BlackRock Fund Advisors San Francisco, California	$9.5M	+$67.4K	1	0%	Increased
66	Moore Capital Management New York	$9.45M	+$8.83M	1	0.15%	New
67	Spot Trading Chicago, Illinois	$9.32M	+$6.04M	1	0.05%	Increased
68	SAC Capital Advisors Stamford, Connecticut	$8.81M	+$7.84M	1	0.05%	Increased
69	Deutsche Bank Frankfurt Am Main Ge, Germany	$8.8M	-$2.4M	1	0.01%	Reduced
70	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$8.3M	+$145K	1	2.45%	Increased
71	Barclays London, United Kingdom	$7.98M	+$213K	1	0.01%	Increased
72	APG Asset Management Amsterdam, Netherlands	$7.96M	-$1.37M	1	0.02%	Reduced
73	OppenheimerFunds New York	$7.79M	-$7.97M	1	0.01%	Reduced
74	GC GMT Capital Atlanta, Georgia	$7.67M	$0	1	0.16%	Maintained
75	THCM Tipp Hill Capital Management New York	$7.48M	+$776K	1	5.16%	Increased