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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	Credit Suisse Zurich, Switzerland	$23.1M	+$1.65M	1	0.02%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$22.7M	-$523K	1	0.05%	Reduced
53	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$22.7M	+$9.07M	1	0.17%	Increased
54	TIAA CREF Investment Management New York	$18.8M	+$18.3M	1	0.01%	New
55	GAI General American Investors New York	$18.3M	+$1.23M	1	1.53%	Increased
56	KGI Kopernik Global Investors Tampa, Florida	$16.1M	+$8.27M	1	8.83%	Increased
57	LM Lincluden Management Mississauga, Ontario, Canada	$16M	+$11.6M	1	1.5%	Increased
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$15.6M	-$52.1M	1	0.08%	Reduced
59	Dimensional Fund Advisors Austin, Texas	$14.9M	-$356K	1	0.01%	Reduced
60	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$14.6M	+$14.2M	1	3.07%	New
61	OppenheimerFunds New York	$14.5M	+$5.77M	1	0.02%	Increased
62	UBS Zurich, Switzerland	$13.6M	+$1.06M	1	0.01%	Increased
63	Scotia Capital Toronto, Ontario, Canada	$13.6M	+$2.47M	1	0.3%	Increased
64	Spot Trading Chicago, Illinois	$12.5M	+$2.13M	1	0.07%	Increased
65	GRP Geologic Resource Partners Boston, Massachusetts	$12.2M	-$9.43M	1	8.85%	Reduced
66	CC Cambrian Capital San Francisco, California	$11.6M	-$275K	1	2.93%	Reduced
67	Wells Fargo San Francisco, California	$11.4M	-$682K	1	0%	Reduced
68	Bank of New York Mellon New York	$11.4M	-$613K	1	0%	Reduced
69	Deutsche Bank Frankfurt Am Main Ge, Germany	$11.3M	+$1.58M	1	0.01%	Increased
70	Citadel Advisors Miami, Florida	$11.2M	+$7.11M	1	0.01%	Increased
71	Millennium Management New York	$10.6M	+$5.03M	1	0.03%	Increased
72	BlackRock Fund Advisors San Francisco, California	$10.2M	-$311K	1	0%	Reduced
73	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.67M	+$1.06M	1	2.87%	Increased
74	State of Wisconsin Investment Board Madison, Wisconsin	$9.56M	+$2.04M	1	0.04%	Increased
75	Barclays London, United Kingdom	$9.28M	+$512K	1	0.01%	Increased