← 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
Invesco
Invesco
Georgia
$40.3M +$3.5M 1 0.01% Increased
52
D.E. Shaw & Co
D.E. Shaw & Co
New York
$38.4M +$29.1M 2 0.04% Increased
53
Tocqueville Asset Management
Tocqueville Asset Management
New York
$37.7M +$278K 1 0.71% Increased
54
PEAK6 Investments
PEAK6 Investments
Illinois
$37.4M -$263K 2 0.18% Reduced
55
Primecap Management
Primecap Management
California
$37.2M +$4.71M 1 0.03% Increased
56
SCM
Segra Capital Management
Florida
$36.6M $0 1 25.95% Maintained
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M -$11.3M 2 0.02% Reduced
58
Magnetar Financial
Magnetar Financial
Illinois
$35M +$293K 2 0.68% Increased
59
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.5M +$22.9M 1 0.11% Increased
60
Marshall Wace
Marshall Wace
United Kingdom
$34.4M -$4.22M 2 0.07% Reduced
61
Canoe Financial
Canoe Financial
Alberta, Canada
$33.4M +$33.7M 1 0.47% New
62
Swedbank
Swedbank
Sweden
$31.8M $0 1 0.06% Maintained
63
Addenda Capital
Addenda Capital
Quebec, Canada
$31.7M -$254K 1 1.31% Reduced
64
PIM
Platinum Investment Management
Australia
$31.5M $0 1 1.09% Maintained
65
HIG
Herr Investment Group
Texas
$31.1M -$6.66M 1 2.24% Reduced
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.9M +$1.29M 3 0.17% Increased
67
MCM
Moerus Capital Management
New York
$30.7M -$2.56M 1 9.29% Reduced
68
TAM
Telemark Asset Management
Massachusetts
$30.1M +$9.25M 1 4.47% Increased
69
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$29.2M +$5.68M 1 1.21% Increased
70
Covea Finance
Covea Finance
France
$29.1M +$9.4M 1 1.65% Increased
71
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$28.5M +$260K 1 0.02% Increased
72
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.8M +$18.9M 2 0.01% Increased
73
TPM
Triasima Portfolio Management
Quebec, Canada
$27.4M +$527K 1 2.26% Increased
74
BCIM
Black Creek Investment Management
Ontario, Canada
$26.6M -$5.71M 1 0.98% Reduced
75
LHCM
Lloyd Harbor Capital Management
New York
$26.3M +$26.5M 1 18.56% New