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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	Citigroup New York	$7.67M	-$1.17M	1	0.01%	Reduced
52	Credit Suisse Zurich, Switzerland	$7.21M	+$34.2K	1	0.01%	Increased
53	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.21M	+$161K	1	0.07%	Increased
54	SCM Shah Capital Management Raleigh, North Carolina	$6.98M	+$3.99M	1	3.73%	Increased
55	Gabelli Funds Rye, New York	$6.63M	+$2.89M	1	0.04%	Increased
56	HCM Hilton Capital Management Garden City, New York	$6.62M	+$5.71M	1	1.4%	New
57	APG Asset Management Amsterdam, Netherlands	$6.47M	+$1.33M	1	0.01%	Increased
58	OWIM Old West Investment Management Los Angeles, California	$6.09M	+$5.26M	1	3.72%	New
59	MC Muhlenkamp & Co Wexford, Pennsylvania	$5.77M	+$4.98M	1	1.82%	New
60	D.E. Shaw & Co New York	$5.27M	-$3.11M	1	0.01%	Reduced
61	PHAM Pacific Heights Asset Management San Francisco, California	$5.24M	$0	1	0.49%	Maintained
62	HGI Hansberger Growth Investors Madison, Wisconsin	$5.04M	-$339K	1	6.43%	Reduced
63	Bank of New York Mellon New York	$4.74M	-$356K	1	0%	Reduced
64	Two Sigma Advisers New York	$4.58M	+$3.95M	1	0.02%	New
65	ACI AMP Capital Investors Sydney, Australia	$4.1M	+$523K	1	0.02%	Increased
66	Renaissance Technologies New York	$4.07M	-$9.53M	1	0.01%	Reduced
67	GIM Goelzer Investment Management Carmel, Indiana	$4.02M	+$632K	1	0.52%	Increased
68	HHC Hutchin Hill Capital New York	$3.76M	+$3.24M	1	0.13%	New
69	Northern Trust Chicago, Illinois	$3.66M	-$6.49M	1	0%	Reduced
70	GP GLG Partners London, United Kingdom	$3.48M	+$93.9K	1	0.14%	Increased
71	Citadel Advisors Miami, Florida	$3.37M	-$785K	1	0%	Reduced
72	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.36M	-$1.45M	1	0.02%	Reduced
73	FG Formula Growth Montreal, Quebec, Canada	$3.33M	$0	1	0.77%	Maintained
74	First Eagle Investment Management New York	$3.28M	$0	1	0.01%	Maintained
75	Scotia Capital Toronto, Ontario, Canada	$3.22M	-$1.67M	1	0.05%	Reduced