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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	$11.1M	-$1.12M	1	0.51%	Reduced
52	UBS Group Zurich, Switzerland	$10.8M	-$5.07M	1	0.01%	Reduced
53	Aristotle Capital Management Los Angeles, California	$10.4M	+$1.14M	1	0.13%	Increased
54	HGI Hansberger Growth Investors Madison, Wisconsin	$10.2M	-$5.72M	1	3.97%	Reduced
55	Citadel Advisors Miami, Florida	$9.94M	-$1.36M	1	0.01%	Reduced
56	Tocqueville Asset Management New York	$9.93M	+$1.04M	1	0.12%	Increased
57	I.G. Investment Management Winnipeg, Manitoba, Canada	$9.8M	-$5.14M	1	0.04%	Reduced
58	Bank of America Charlotte, North Carolina	$9.75M	-$22.5M	1	0%	Reduced
59	Deutsche Bank Frankfurt Am Main Ge, Germany	$9.66M	-$11.8M	1	0.01%	Reduced
60	LM Lincluden Management Mississauga, Ontario, Canada	$9.28M	+$1.73M	1	1.32%	Increased
61	Citigroup New York	$9.22M	-$2.37M	1	0.01%	Reduced
62	ArrowMark Colorado Holdings Denver, Colorado	$9.15M	+$1.31M	1	0.24%	Increased
63	APG Asset Management Amsterdam, Netherlands	$8.14M	$0	1	0.02%	Maintained
64	Bank of New York Mellon New York	$7.74M	+$833K	1	0%	Increased
65	State of Tennessee, Department of Treasury Nashville, Tennessee	$7.7M	+$375K	1	0.04%	Increased
66	CC Cambrian Capital San Francisco, California	$7.29M	$0	1	2.62%	Maintained
67	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$7.26M	$0	1	2.12%	Maintained
68	Wells Fargo San Francisco, California	$7.07M	-$31K	1	0%	Reduced
69	Addenda Capital Montreal, Quebec, Canada	$7.05M	-$406K	1	0.6%	Reduced
70	PHAM Pacific Heights Asset Management San Francisco, California	$6.96M	-$1.49M	1	0.39%	Reduced
71	BlackRock Investment Management Wilmington, Delaware	$6.93M	+$10.1K	1	0.01%	Increased
72	BlackRock Fund Advisors San Francisco, California	$6.75M	-$329K	1	0%	Reduced
73	Goldman Sachs New York	$6.18M	+$535K	1	0%	Increased
74	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$6.08M	+$6.52M	1	0.01%	Increased
75	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.06M	+$290K	1	0.03%	Increased