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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$44.6M	+$1.04M	2	0.02%	Increased
52	SCM Segra Capital Management Palm Beach, Florida	$43.9M	$0	1	25.57%	Maintained
53	MPM MBB Public Markets Chicago, Illinois	$43.2M	-$5.29M	1	2.26%	Reduced
54	Tocqueville Asset Management New York	$41.8M	-$3.02M	1	0.75%	Reduced
55	Tiger Global Management New York	$41.7M	$0	1	0.35%	Maintained
56	Renaissance Technologies New York	$41.4M	-$22.9M	1	0.06%	Reduced
57	Citadel Advisors Miami, Florida	$40.8M	-$6.27M	3	0.01%	Reduced
58	Canoe Financial Calgary, Alberta, Canada	$38.3M	-$1.44M	1	0.8%	Reduced
59	PIM Platinum Investment Management Sydney Australia 2000, Australia	$37.8M	+$32.9K	1	1.31%	Increased
60	TAM Telemark Asset Management Boston, Massachusetts	$37.6M	+$1.41M	1	5.1%	Increased
61	Addenda Capital Montreal, Quebec, Canada	$36.3M	-$607K	1	1.52%	Reduced
62	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.2M	-$12.4M	1	0.05%	Reduced
63	Covea Finance Paris, France	$33.5M	-$1.15M	1	1.83%	Reduced
64	Magnetar Financial Evanston, Illinois	$33.3M	-$2.69M	2	0.73%	Reduced
65	MCM Moerus Capital Management New York	$33.1M	-$3.25M	1	9.69%	Reduced
66	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$31.6M	+$156K	1	16.5%	Increased
67	HighTower Advisors Chicago, Illinois	$30.7M	-$223K	1	0.06%	Reduced
68	D.E. Shaw & Co New York	$28.7M	-$14.3M	2	0.03%	Reduced
69	Credit Suisse Zurich, Switzerland	$27.8M	+$2.31M	2	0.03%	Increased
70	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$27.8M	-$5.7M	1	0.02%	Reduced
71	Capital International Inc Los Angeles, California	$27.5M	-$1.66M	1	0.5%	Reduced
72	DFO Duquesne Family Office New York	$27.2M	+$24.5M	1	0.95%	New
73	FRM Foundation Resource Management Little Rock, Arkansas	$27M	-$11.4K	1	4.49%	Reduced
74	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$26.5M	-$7.12M	3	0.12%	Reduced
75	EFI EHP Funds Inc Toronto, Canada	$26.5M	+$26.5M	1	6.5%	New