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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	D.E. Shaw & Co New York	$11.2M	+$3.79M	1	0.02%	Increased
52	Susquehanna International Group Bala Cynwyd, Pennsylvania	$10.3M	-$3.06M	1	0%	Reduced
53	I.G. Investment Management Winnipeg, Manitoba, Canada	$9.7M	+$800K	1	0.04%	Increased
54	ArrowMark Colorado Holdings Denver, Colorado	$8.91M	+$1.87M	1	0.24%	Increased
55	Citadel Advisors Miami, Florida	$8.74M	+$3.31M	1	0.01%	Increased
56	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$8.69M	-$932K	1	0.54%	Reduced
57	UBS O'Connor Chicago, Illinois	$8.64M	+$9.59M	1	0.08%	New
58	Credit Suisse Zurich, Switzerland	$8.55M	-$856K	1	0.01%	Reduced
59	UBS Group Zurich, Switzerland	$8.5M	-$5.94M	1	0.01%	Reduced
60	Tocqueville Asset Management New York	$8.03M	-$366K	1	0.11%	Reduced
61	Aristotle Capital Management Los Angeles, California	$7.95M	-$1.29M	1	0.1%	Reduced
62	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.52M	+$1.89M	1	0.06%	Increased
63	Citigroup New York	$6.94M	-$1.42M	1	0.01%	Reduced
64	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.92M	-$1.99M	1	0.01%	Reduced
65	HCM Huber Capital Management El Segundo, California	$6.85M	-$1.65M	1	0.24%	Reduced
66	BlackRock Investment Management Wilmington, Delaware	$6.3M	+$107K	1	0.01%	Increased
67	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.19M	-$570K	1	0.04%	Reduced
68	APG Asset Management Amsterdam, Netherlands	$6.12M	-$1.08M	1	0.01%	Reduced
69	PHAM Pacific Heights Asset Management San Francisco, California	$6.08M	$0	1	0.48%	Maintained
70	BlackRock Fund Advisors San Francisco, California	$6.08M	+$189K	1	0%	Increased
71	HGI Hansberger Growth Investors Madison, Wisconsin	$5.61M	-$68.2K	1	4.02%	Reduced
72	EA Euclid Advisors Hartford, Connecticut	$5.47M	+$1.96M	1	0.25%	Increased
73	Bank of New York Mellon New York	$5.27M	+$89.8K	1	0%	Increased
74	Invesco Atlanta, Georgia	$5.13M	+$2.89M	1	0%	Increased
75	Stifel Financial St. Louis, Missouri	$4.91M	+$335K	1	0.03%	Increased