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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	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.07M	-$28.5K	1	4.41%	Reduced
52	Goldman Sachs New York	$8.87M	-$10.3K	1	0%	Reduced
53	Allianz Asset Management Munich, Germany	$7.65M	-$368K	1	0.01%	Reduced
54	OWIM Old West Investment Management Los Angeles, California	$7.38M	-$181K	1	3.47%	Reduced
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.13M	-$8.14M	1	0.01%	Reduced
56	UBS Group Zurich, Switzerland	$6.85M	-$3.26M	1	0%	Reduced
57	SCI S&CO Inc Boston, Massachusetts	$6.39M	+$452K	1	0.7%	Increased
58	MIS Morningstar Investment Services Chicago, Illinois	$6.37M	-$225K	1	0.1%	Reduced
59	P3I Progeny 3 Inc Kirkland, Washington	$6.26M	+$5.72M	1	6.58%	Increased
60	CC Carlson Capital Dallas, Texas	$6.21M	+$6.23M	1	0.09%	New
61	FRM Foundation Resource Management Little Rock, Arkansas	$6.01M	-$28.5K	1	1.23%	Reduced
62	Aristotle Capital Management Los Angeles, California	$5.44M	+$262K	1	0.03%	Increased
63	PHAM Pacific Heights Asset Management San Francisco, California	$5.37M	$0	1	0.7%	Maintained
64	Bank of New York Mellon New York	$5.32M	+$113K	1	0%	Increased
65	SEI Investments Oaks, Pennsylvania	$5.23M	+$3.03M	1	0.02%	Increased
66	SAM Shell Asset Management The Hague, Netherlands	$5.15M	+$4.79M	1	0.11%	Increased
67	Korea Investment Corp Seoul, South Korea	$4.95M	+$1.58M	1	0.02%	Increased
68	Gabelli Funds Rye, New York	$4.92M	+$75.4K	1	0.03%	Increased
69	D.E. Shaw & Co New York	$4.9M	+$3.56M	1	0.01%	Increased
70	Two Sigma Advisers New York	$4.86M	-$6.54M	1	0.01%	Reduced
71	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.38M	+$110K	1	0.04%	Increased
72	Group One Trading Chicago, Illinois	$4.35M	+$1.71M	1	0.04%	Increased
73	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.29M	-$880K	1	0.06%	Reduced
74	Moore Capital Management New York	$4.26M	+$1.05M	1	0.1%	Increased
75	Geode Capital Management Boston, Massachusetts	$4.18M	+$242K	1	0%	Increased