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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	Tocqueville Asset Management New York	$25.9M	-$112K	1	0.36%	Reduced
52	Susquehanna International Group Bala Cynwyd, Pennsylvania	$25.1M	-$28.5M	1	0%	Reduced
53	Slate Path Capital New York	$24.5M	$0	1	1.29%	Maintained
54	Dimensional Fund Advisors Austin, Texas	$24.4M	-$5.38M	1	0.01%	Reduced
55	Marshall Wace London, United Kingdom	$23.1M	+$13.4M	2	0.04%	Increased
56	Geode Capital Management Boston, Massachusetts	$23M	+$1.28M	1	0%	Increased
57	MCM Moerus Capital Management New York	$22.2M	-$3.38M	1	9.66%	Reduced
58	Jane Street New York	$21.6M	-$27.9M	2	0.01%	Reduced
59	Fidelity Investments Boston, Massachusetts	$21.5M	-$1.29M	1	0%	Reduced
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.7M	-$837K	1	0.01%	Reduced
61	Soroban Capital Partners New York	$19.7M	$0	1	0.15%	Maintained
62	SI Standard Investments New York	$19.7M	$0	1	0.5%	Maintained
63	Primecap Management Pasadena, California	$19.4M	+$682K	1	0.01%	Increased
64	SCP SailingStone Capital Partners Houston, Texas	$18.4M	+$3.9M	1	5.36%	Increased
65	FRM Foundation Resource Management Little Rock, Arkansas	$18M	+$85.6K	1	3.5%	Increased
66	LSM Light Sky Macro New York	$18M	+$20M	1	13.76%	New
67	Mackenzie Financial Toronto Ontario, Ontario, Canada	$18M	-$19.4M	1	0.02%	Reduced
68	Parametric Portfolio Associates Seattle, Washington	$17.3M	-$711K	1	0.01%	Reduced
69	Canada Life Winnipeg, Manitoba, Canada	$16.6M	+$13.8M	1	0.03%	Increased
70	UBS Group Zurich, Switzerland	$15.1M	+$7.03M	2	0%	Increased
71	T TOBAM Paris, France	$14.1M	-$6.93M	1	0.64%	Reduced
72	GAI General American Investors New York	$14.1M	$0	1	1.1%	Maintained
73	SCI S&CO Inc Boston, Massachusetts	$14M	-$18.6K	1	0.99%	Reduced
74	Deutsche Bank Frankfurt Am Main Ge, Germany	$13.9M	-$9.51M	1	0.01%	Reduced
75	Barclays London, United Kingdom	$13.7M	-$7.32M	1	0.01%	Reduced