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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	$10.1M	+$1.13M	1	0%	Increased
52	Brandes Investment Partners La Jolla, California	$9.75M	+$10.1M	1	0.23%	New
53	PC Passport Capital San Francisco, California	$8.9M	+$9.24M	1	2.26%	New
54	Aristotle Capital Management Los Angeles, California	$8.61M	+$321K	1	0.03%	Increased
55	Credit Suisse Zurich, Switzerland	$8.39M	+$3.64M	1	0.01%	Increased
56	Citadel Advisors Miami, Florida	$8.01M	+$5.2M	1	0%	Increased
57	SEI Investments Oaks, Pennsylvania	$6.69M	+$8.98K	1	0.02%	Increased
58	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.56M	-$2.99M	1	0%	Reduced
59	SCI S&CO Inc Boston, Massachusetts	$5.51M	+$10.7K	1	0.57%	Increased
60	FRM Foundation Resource Management Little Rock, Arkansas	$4.92M	-$8.5K	1	1.11%	Reduced
61	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.88M	-$2.89M	1	0.01%	Reduced
62	Geode Capital Management Boston, Massachusetts	$4.83M	+$493K	1	0%	Increased
63	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.82M	+$758K	1	0.05%	Increased
64	Renaissance Technologies New York	$4.82M	+$4.89M	1	0%	Increased
65	OWIM Old West Investment Management Los Angeles, California	$4.71M	-$1.85M	1	1.73%	Reduced
66	MIS Morningstar Investment Services Chicago, Illinois	$4.64M	-$330K	1	0.07%	Reduced
67	Bank of New York Mellon New York	$4.64M	-$42.4K	1	0%	Reduced
68	PHAM Pacific Heights Asset Management San Francisco, California	$4.45M	$0	1	0.56%	Maintained
69	WCM Wildcat Capital Management New York	$4.45M	$0	1	1.28%	Maintained
70	Gabelli Funds Rye, New York	$4.17M	$0	1	0.03%	Maintained
71	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.1M	-$260K	1	0.03%	Reduced
72	SAM Shell Asset Management The Hague, Netherlands	$4.08M	-$88.6K	1	0.09%	Reduced
73	Barclays London, United Kingdom	$3.77M	-$1.37M	1	0%	Reduced
74	UBS Group Zurich, Switzerland	$3.67M	-$7.02M	1	0%	Reduced
75	Two Sigma Advisers New York	$3.53M	+$496K	1	0.01%	Increased