← All themes Nuclear Energy

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
Geode Capital Management
Geode Capital Management
Massachusetts
$32.1M +$1.03M 1 0% Increased
52
AllianceBernstein
AllianceBernstein
Tennessee
$31.5M -$7.62M 1 0.01% Reduced
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$27.9M +$137K 1 0.02% Increased
54
Slate Path Capital
Slate Path Capital
New York
$27.5M -$4.22M 1 1.41% Reduced
55
Jane Street
Jane Street
New York
$27.3M -$948K 2 0.01% Reduced
56
National Bank of Canada
National Bank of Canada
Quebec, Canada
$27.1M +$13.6M 1 0.08% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$26.3M -$7.46M 1 0.02% Reduced
58
Invesco
Invesco
Georgia
$25.6M +$8.73M 1 0.01% Increased
59
Marshall Wace
Marshall Wace
United Kingdom
$25.5M -$402K 2 0.05% Reduced
60
Two Sigma Advisers
Two Sigma Advisers
New York
$25M -$33.6M 1 0.07% Reduced
61
FRM
Foundation Resource Management
Arkansas
$24.5M +$336K 1 3.77% Increased
62
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$24.3M -$6.72M 1 0.01% Reduced
63
Capital International Inc
Capital International Inc
California
$23.6M +$14.1M 1 0.26% Increased
64
Brandes Investment Partners
Brandes Investment Partners
California
$23.6M -$9.3M 1 0.51% Reduced
65
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.7M -$12.1M 2 0.13% Reduced
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$22.7M -$345K 1 0.01% Reduced
67
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$22.3M -$1.4M 1 0.03% Reduced
68
Canada Life
Canada Life
Manitoba, Canada
$21.2M -$1.08M 1 0.04% Reduced
69
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$21M +$16.6M 1 0.05% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$20.8M -$54M 1 0.06% Reduced
71
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.6M +$12.6M 2 0.06% Increased
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20.5M +$3.43M 2 0.02% Increased
73
Soroban Capital Partners
Soroban Capital Partners
New York
$19.5M $0 1 0.15% Maintained
74
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.9M +$15.3M 1 0.15% New
75
GAI
General American Investors
New York
$18.7M $0 1 1.53% Maintained