← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$27.3M -$16.5M 1 0.06% Reduced
52
BCIM
Black Creek Investment Management
Ontario, Canada
$27M -$486K 1 1.12% Reduced
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$26.8M -$79.4K 1 0.02% Reduced
54
MCM
Moerus Capital Management
New York
$25.7M -$6.53M 1 10.94% Reduced
55
Slate Path Capital
Slate Path Capital
New York
$25.1M $0 1 1.63% Maintained
56
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$24M +$23M 1 1.18% New
57
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24M +$23.2M 1 0.09% New
58
National Bank of Canada
National Bank of Canada
Quebec, Canada
$23.4M +$152K 1 0.13% Increased
59
Artemis Investment Management
Artemis Investment Management
United Kingdom
$22.7M -$49.8K 1 0.26% Reduced
60
FRM
Foundation Resource Management
Arkansas
$22.6M +$303K 1 4.3% Increased
61
Invesco
Invesco
Georgia
$22.6M -$2.99M 1 0.01% Reduced
62
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$21.7M -$854K 1 0.06% Reduced
63
Capital International Inc
Capital International Inc
California
$21.7M -$405K 1 0.48% Reduced
64
Fred Alger Management
Fred Alger Management
New York
$21.3M +$20.6M 1 0.11% New
65
Point72 Asset Management
Point72 Asset Management
Connecticut
$21M +$17.1M 1 0.08% Increased
66
Swedbank
Swedbank
Sweden
$21M +$23.6M 1 0.05% New
67
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.7M -$8.45M 3 0.06% Reduced
68
Covea Finance
Covea Finance
France
$20.6M -$4.37M 1 1.09% Reduced
69
Soroban Capital Partners
Soroban Capital Partners
New York
$19.5M $0 1 0.21% Maintained
70
Goldman Sachs
Goldman Sachs
New York
$19.4M -$2.83M 2 0% Reduced
71
Alyeska Investment Group
Alyeska Investment Group
Illinois
$18.6M +$7.97M 1 0.22% Increased
72
Credit Suisse
Credit Suisse
Switzerland
$18.6M -$4.95M 2 0.02% Reduced
73
Canada Life
Canada Life
Manitoba, Canada
$18.2M -$291K 1 0.05% Reduced
74
Deutsche Bank
Deutsche Bank
Germany
$17.1M -$17.1M 2 0.01% Reduced
75
GAI
General American Investors
New York
$17.1M $0 1 1.78% Maintained