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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	Two Sigma Investments New York	$27.6M	+$23.7M	1	0.06%	Increased
52	Tocqueville Asset Management New York	$25.9M	-$202K	1	0.38%	Reduced
53	Amundi Paris, France	$25.6M	-$424K	1	0.02%	Reduced
54	MCM Moerus Capital Management New York	$25.1M	-$1.1M	1	11.65%	Reduced
55	Empyrean Capital Partners Los Angeles, California	$24.6M	+$24.7M	1	0.55%	New
56	Slate Path Capital New York	$24.4M	$0	1	1.12%	Maintained
57	D.E. Shaw & Co New York	$24.2M	+$15.1M	2	0.02%	Increased
58	Driehaus Capital Management Chicago, Illinois	$23.5M	+$20.5M	1	0.28%	New
59	Fidelity Investments Boston, Massachusetts	$22.6M	-$9.32M	1	0%	Reduced
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$22.4M	+$3.44M	1	0.01%	Increased
61	Credit Suisse Zurich, Switzerland	$22.3M	-$426K	1	0.01%	Reduced
62	Geode Capital Management Boston, Massachusetts	$21.7M	+$2.33M	1	0%	Increased
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$21.4M	-$1.42M	1	0.01%	Reduced
64	T TOBAM Paris, France	$20.3M	-$572K	1	0.86%	Reduced
65	Barclays London, United Kingdom	$20.2M	-$124K	1	0.01%	Reduced
66	Soroban Capital Partners New York	$19.7M	+$19.7M	1	0.18%	New
67	SI Standard Investments New York	$19.7M	+$19.7M	1	0.61%	New
68	Walleye Trading New York	$19.4M	+$3.68M	1	0.07%	Increased
69	Primecap Management Pasadena, California	$18.7M	+$2.49M	1	0.01%	Increased
70	SCP SailingStone Capital Partners Houston, Texas	$18.7M	-$6.34M	1	4.74%	Reduced
71	Parametric Portfolio Associates Seattle, Washington	$17.9M	+$157K	1	0.01%	Increased
72	FRM Foundation Resource Management Little Rock, Arkansas	$17.9M	-$59.8K	1	4.03%	Reduced
73	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$17.5M	-$18.7M	1	0.51%	Reduced
74	Moore Capital Management New York	$15.2M	-$28.6M	2	0.23%	Reduced
75	Bank of New York Mellon New York	$14.6M	-$1.99M	1	0%	Reduced