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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	Gabelli Funds Rye, New York	$5.58M	$0	1	0.03%	Maintained
52	Commerzbank Aktiengesellschaft Frankfurt, Germany	$5.51M	+$1.12M	1	0.06%	Increased
53	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$5.49M	-$1.4M	1	0.03%	Reduced
54	FRM Foundation Resource Management Little Rock, Arkansas	$5.4M	+$24.5K	1	1.09%	Increased
55	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.27M	-$1.23M	1	0.04%	Reduced
56	UBS Group Zurich, Switzerland	$5M	-$981K	1	0%	Reduced
57	Gotham Asset Management New York	$4.55M	+$1.6M	1	0.06%	Increased
58	PHAM Pacific Heights Asset Management San Francisco, California	$4.54M	$0	1	0.48%	Maintained
59	Credit Suisse Zurich, Switzerland	$4.41M	-$759K	1	0%	Reduced
60	HGI Hansberger Growth Investors Madison, Wisconsin	$3.85M	+$560K	1	5%	Increased
61	Bank of New York Mellon New York	$3.85M	-$45.7K	1	0%	Reduced
62	AL Arnhold LLC New York	$3.74M	+$3.81M	1	0.71%	New
63	Goldman Sachs New York	$3.72M	-$594K	1	0%	Reduced
64	State of Wisconsin Investment Board Madison, Wisconsin	$3.45M	+$917K	1	0.01%	Increased
65	Northern Trust Chicago, Illinois	$3.19M	-$11.8K	1	0%	Reduced
66	TM Thiel Macro Los Angeles, California	$3.14M	+$3.2M	1	0.42%	New
67	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.79M	-$63.7K	1	0.01%	Reduced
68	Parametric Portfolio Associates Seattle, Washington	$2.52M	+$357K	1	0%	Increased
69	Canada Life Winnipeg, Manitoba, Canada	$2.51M	-$7.79K	1	0.01%	Reduced
70	HSBC Holdings London, United Kingdom	$2.49M	+$175K	1	0%	Increased
71	BCM Bienville Capital Management New York	$2.46M	+$2.21M	1	0.38%	Increased
72	Group One Trading Chicago, Illinois	$2.26M	-$2.03M	1	0.02%	Reduced
73	ACI AMP Capital Investors Sydney, Australia	$2.15M	$0	1	0.01%	Maintained
74	Geode Capital Management Boston, Massachusetts	$2.13M	+$367K	1	0%	Increased
75	BlackRock New York	$1.94M	-$63.4K	1	0%	Reduced