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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	Goldman Sachs New York	$9.76M	-$2.11M	1	0%	Reduced
52	KCM Kingdon Capital Management New York	$9.7M	+$390K	1	1.3%	Increased
53	Allianz Asset Management Munich, Germany	$8.8M	+$204K	1	0.01%	Increased
54	BCM Bienville Capital Management New York	$8.5M	+$4.66M	1	0.95%	Increased
55	OWIM Old West Investment Management Los Angeles, California	$8.3M	-$121K	1	3%	Reduced
56	T TOBAM Paris, France	$7.92M	-$5.5M	1	0.4%	Reduced
57	MIS Morningstar Investment Services Chicago, Illinois	$7.25M	-$617K	1	0.12%	Reduced
58	FRM Foundation Resource Management Little Rock, Arkansas	$6.63M	-$395K	1	1.39%	Reduced
59	SCI S&CO Inc Boston, Massachusetts	$6.53M	-$4.63K	1	0.73%	Reduced
60	PHAM Pacific Heights Asset Management San Francisco, California	$5.89M	$0	1	0.77%	Maintained
61	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$5.73M	-$2.66M	1	0.09%	Reduced
62	Bank of New York Mellon New York	$5.72M	-$331K	1	0%	Reduced
63	Aristotle Capital Management Los Angeles, California	$5.69M	+$798K	1	0.03%	Increased
64	UAS United Asset Strategies Garden City, New York	$5.6M	-$73.5K	1	1.32%	Reduced
65	Gabelli Funds Rye, New York	$5.33M	-$48.1K	1	0.03%	Reduced
66	State of Wisconsin Investment Board Madison, Wisconsin	$5.15M	-$82.9K	1	0.01%	Reduced
67	AQR Capital Management Greenwich, Connecticut	$5.14M	+$3.78M	1	0.01%	Increased
68	British Columbia Investment Management Victoria, British Columbia, Canada	$5.08M	-$548K	1	0.05%	Reduced
69	Credit Suisse Zurich, Switzerland	$4.85M	-$2.97M	1	0%	Reduced
70	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.68M	+$132K	1	0.04%	Increased
71	Northern Trust Chicago, Illinois	$4.53M	-$211K	1	0%	Reduced
72	ROC Robertson Opportunity Capital Dallas, Texas	$4.52M	$0	1	2.77%	Maintained
73	Geode Capital Management Boston, Massachusetts	$4.33M	+$542K	1	0%	Increased
74	HGI Hansberger Growth Investors Madison, Wisconsin	$4.32M	+$17.8K	1	4.24%	Increased
75	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.04M	-$4.89M	1	0.04%	Reduced