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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	JP Morgan Chase New York	$9.61M	-$267K	1	0%	Reduced
52	Aristotle Capital Management Los Angeles, California	$8.86M	+$4M	1	0.05%	Increased
53	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$8.19M	-$1.04M	1	0.02%	Reduced
54	MC Muhlenkamp & Co Wexford, Pennsylvania	$8.03M	+$939	1	3.91%	Increased
55	SEI Investments Oaks, Pennsylvania	$7.13M	+$2.47M	1	0.02%	Increased
56	OWIM Old West Investment Management Los Angeles, California	$6.93M	+$392K	1	4.06%	Increased
57	Allianz Asset Management Munich, Germany	$6.69M	-$78.7K	1	0.01%	Reduced
58	D.E. Shaw & Co New York	$6.54M	+$2.18M	1	0.01%	Increased
59	SCI S&CO Inc Boston, Massachusetts	$5.87M	+$209K	1	0.65%	Increased
60	Barclays London, United Kingdom	$5.44M	+$2.88M	1	0%	Increased
61	MIS Morningstar Investment Services Chicago, Illinois	$5.3M	-$343K	1	0.09%	Reduced
62	FRM Foundation Resource Management Little Rock, Arkansas	$5.26M	-$64.1K	1	1.15%	Reduced
63	Credit Suisse Zurich, Switzerland	$5.22M	+$1.54M	1	0%	Increased
64	Bank of New York Mellon New York	$5M	+$282K	1	0%	Increased
65	Moore Capital Management New York	$4.75M	+$962K	1	0.19%	Increased
66	PHAM Pacific Heights Asset Management San Francisco, California	$4.75M	$0	1	0.64%	Maintained
67	WCM Wildcat Capital Management New York	$4.75M	+$1.18M	1	2.02%	Increased
68	Geode Capital Management Boston, Massachusetts	$4.66M	+$957K	1	0%	Increased
69	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.64M	+$760K	1	0.03%	Increased
70	Gabelli Funds Rye, New York	$4.45M	+$84.5K	1	0.03%	Increased
71	SAM Shell Asset Management The Hague, Netherlands	$4.44M	-$117K	1	0.1%	Reduced
72	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.37M	+$1.18M	1	0.03%	Increased
73	PointState Capital New York	$4.25M	+$4.2M	1	0.12%	New
74	Amundi Asset Management US Boston, Massachusetts	$4.03M	+$2.3M	1	0.01%	Increased
75	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.78M	-$53.5K	1	0.06%	Reduced