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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	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$14.4M	-$402K	1	0.53%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$13.9M	+$1.57M	1	0.01%	Increased
53	GRP Geologic Resource Partners Boston, Massachusetts	$13.6M	$0	1	13.38%	Maintained
54	Credit Suisse Zurich, Switzerland	$13.6M	-$830K	1	0.01%	Reduced
55	Citigroup New York	$13.5M	+$1.67M	1	0.01%	Increased
56	Teachers Advisors New York	$13.2M	-$6.04M	1	0.03%	Reduced
57	Citadel Advisors Miami, Florida	$13.2M	+$3.72M	1	0.01%	Increased
58	APG Asset Management Amsterdam, Netherlands	$11.1M	-$1.03M	1	0.02%	Reduced
59	Aristotle Capital Management Los Angeles, California	$11M	-$811K	1	0.14%	Reduced
60	Tocqueville Asset Management New York	$10.6M	+$181K	1	0.11%	Increased
61	PHAM Pacific Heights Asset Management San Francisco, California	$9.85M	-$15.4M	1	0.52%	Reduced
62	ArrowMark Colorado Holdings Denver, Colorado	$9.35M	+$6.08M	1	0.24%	Increased
63	Addenda Capital Montreal, Quebec, Canada	$8.77M	+$9.1M	1	0.7%	New
64	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.67M	+$9.05M	1	0.05%	New
65	CC Cambrian Capital San Francisco, California	$8.59M	+$8.98M	1	2.99%	New
66	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$8.57M	-$142K	1	2.48%	Reduced
67	LM Lincluden Management Mississauga, Ontario, Canada	$8.42M	-$115K	1	0.83%	Reduced
68	Wells Fargo San Francisco, California	$8.36M	-$109K	1	0%	Reduced
69	BlackRock Fund Advisors San Francisco, California	$8.31M	+$1.37M	1	0%	Increased
70	Bank of New York Mellon New York	$8.2M	-$222K	1	0%	Reduced
71	BlackRock Investment Management Wilmington, Delaware	$8.16M	-$23.6K	1	0.01%	Reduced
72	Gabelli Funds Rye, New York	$7.79M	+$429K	1	0.04%	Increased
73	TIAA CREF Investment Management New York	$7.17M	-$4.36M	1	0.01%	Reduced
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.8M	-$7.53M	1	0.03%	Reduced
75	Goldman Sachs New York	$6.7M	+$1.03M	1	0%	Increased