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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$21.6M	+$2.82M	1	0.18%	Increased
52	Slate Path Capital New York	$21.6M	$0	1	1.21%	Maintained
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.3M	-$1.93M	1	0.01%	Reduced
54	Credit Suisse Zurich, Switzerland	$20.1M	-$697K	1	0.01%	Reduced
55	Jane Street New York	$20M	+$10M	1	0.01%	Increased
56	T TOBAM Paris, France	$18.5M	+$45.5K	1	0.74%	Increased
57	Barclays London, United Kingdom	$17.9M	+$9.8M	1	0.01%	Increased
58	Geode Capital Management Boston, Massachusetts	$16.8M	+$1.51M	1	0%	Increased
59	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.3M	+$2.72M	1	0.01%	Increased
60	UBS Group Zurich, Switzerland	$15.9M	+$5.32M	1	0.01%	Increased
61	FRM Foundation Resource Management Little Rock, Arkansas	$15.8M	-$299K	1	3.56%	Reduced
62	Parametric Portfolio Associates Seattle, Washington	$15.6M	+$219K	1	0.01%	Increased
63	Bank of New York Mellon New York	$14.9M	-$848K	1	0%	Reduced
64	Canada Life Winnipeg, Manitoba, Canada	$14.9M	-$1.79M	1	0.03%	Reduced
65	Primecap Management Pasadena, California	$14M	-$113K	1	0.01%	Reduced
66	Masters Capital Management Atlanta, Georgia	$13.4M	-$7.55M	1	0.4%	Reduced
67	Walleye Trading New York	$13.4M	+$6.99M	1	0.05%	Increased
68	Group One Trading Chicago, Illinois	$13.2M	+$6.08M	1	0.02%	Increased
69	OWIM Old West Investment Management Los Angeles, California	$13.1M	-$1.11M	1	2.7%	Reduced
70	GAI General American Investors New York	$12.8M	$0	1	1.07%	Maintained
71	SCI S&CO Inc Boston, Massachusetts	$12.4M	-$176K	1	0.97%	Reduced
72	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.9M	+$4.22M	1	0.07%	Increased
73	CWA Asset Management Group Naples, Florida	$11.8M	+$4.6M	1	0.96%	Increased
74	Pinnacle Associates New York	$11.4M	-$285K	1	0.21%	Reduced
75	PHAM Pacific Heights Asset Management San Francisco, California	$9.59M	$0	1	0.88%	Maintained