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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	$11.9M	-$5.08M	1	0%	Reduced
52	FRM Foundation Resource Management Little Rock, Arkansas	$11.5M	+$3.42M	1	3%	Increased
53	T TOBAM Paris, France	$11M	+$2.87M	1	0.49%	Increased
54	Parametric Portfolio Associates Seattle, Washington	$10.6M	-$650K	1	0.01%	Reduced
55	Group One Trading Chicago, Illinois	$10.6M	+$1.76M	1	0.02%	Increased
56	Citadel Advisors Miami, Florida	$9.87M	-$3.43M	1	0%	Reduced
57	Geode Capital Management Boston, Massachusetts	$9.81M	+$604K	1	0%	Increased
58	Millennium Management New York	$9.4M	+$570K	1	0.01%	Increased
59	KSCM Key Square Capital Management Stamford, Connecticut	$9.26M	+$7.38M	1	2.22%	New
60	SEI Investments Oaks, Pennsylvania	$9.07M	-$1.23M	1	0.02%	Reduced
61	GAI General American Investors New York	$8.97M	$0	1	0.89%	Maintained
62	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$8.77M	+$960K	1	1.17%	Increased
63	SCI S&CO Inc Boston, Massachusetts	$8.76M	+$85.1K	1	0.78%	Increased
64	Pinnacle Associates New York	$8.38M	+$2.35M	1	0.17%	Increased
65	Primecap Management Pasadena, California	$8.34M	+$2.72M	1	0.01%	Increased
66	Wells Fargo San Francisco, California	$8.11M	+$649K	1	0%	Increased
67	British Columbia Investment Management Victoria, British Columbia, Canada	$7.54M	-$967K	1	0.05%	Reduced
68	Bank of New York Mellon New York	$7.46M	-$217K	1	0%	Reduced
69	Walleye Trading New York	$7.2M	+$5.66M	1	0.03%	Increased
70	PHAM Pacific Heights Asset Management San Francisco, California	$6.7M	$0	1	0.66%	Maintained
71	UMA USA Mutuals Advisors Dallas, Texas	$6.7M	$0	1	12.18%	Maintained
72	MAM Majedie Asset Management London, United Kingdom	$6.62M	-$554K	1	0.51%	Reduced
73	Exchange Traded Concepts Oklahoma City, Oklahoma	$6.28M	+$2.73M	1	0.29%	Increased
74	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.61M	+$458K	1	0.02%	Increased
75	Gabelli Funds Rye, New York	$5.59M	-$481K	1	0.04%	Reduced