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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	BCM Bienville Capital Management New York	$8.19M	+$1.52M	1	0.93%	Increased
52	SEI Investments Oaks, Pennsylvania	$8M	+$780K	1	0.02%	Increased
53	OWIM Old West Investment Management Los Angeles, California	$7.41M	+$565K	1	1.71%	Increased
54	Geode Capital Management Boston, Massachusetts	$6.84M	+$104K	1	0%	Increased
55	Jupiter Asset Management London, United Kingdom	$6.81M	-$4.08M	1	0.07%	Reduced
56	GAI General American Investors New York	$6.76M	$0	1	0.78%	Maintained
57	British Columbia Investment Management Victoria, British Columbia, Canada	$6.59M	+$1.47M	1	0.05%	Increased
58	Millennium Management New York	$6.55M	+$6.15M	1	0.01%	Increased
59	SCI S&CO Inc Boston, Massachusetts	$6.52M	+$176K	1	0.65%	Increased
60	Group One Trading Chicago, Illinois	$6.3M	-$160K	1	0.02%	Reduced
61	Bank of New York Mellon New York	$5.83M	+$753K	1	0%	Increased
62	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$5.71M	+$6.11M	1	0.97%	New
63	T TOBAM Paris, France	$5.6M	+$2.94M	1	0.28%	Increased
64	MLIM Mountain Lake Investment Management Boca Raton, Florida	$5.55M	+$193K	1	3.77%	Increased
65	MAM Majedie Asset Management London, United Kingdom	$5.51M	-$66.8K	1	0.41%	Reduced
66	Wells Fargo San Francisco, California	$5.5M	+$2.38M	1	0%	Increased
67	FRM Foundation Resource Management Little Rock, Arkansas	$5.42M	+$21.8K	1	1.65%	Increased
68	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.07M	+$1.04M	1	0.02%	Increased
69	PHAM Pacific Heights Asset Management San Francisco, California	$5.05M	$0	1	0.66%	Maintained
70	UMA USA Mutuals Advisors Dallas, Texas	$5.05M	$0	1	8.44%	Maintained
71	Gabelli Funds Rye, New York	$4.67M	-$75.8K	1	0.04%	Reduced
72	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.61M	+$345K	1	0.04%	Increased
73	Aperio Group Sausalito, California	$4.35M	-$327K	1	0.01%	Reduced
74	ROC Robertson Opportunity Capital Dallas, Texas	$4.26M	$0	1	1.97%	Maintained
75	SAM Shell Asset Management The Hague, Netherlands	$4.16M	-$14.9K	1	0.1%	Reduced