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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	TAM Telemark Asset Management Boston, Massachusetts	$47.6M	$0	1	7.22%	Maintained
52	Covea Finance Paris, France	$46.7M	+$3.47M	1	2.63%	Increased
53	Lord, Abbett & Co Jersey City, New Jersey	$46.6M	+$41.6M	1	0.17%	New
54	D.E. Shaw & Co New York	$44.3M	+$9.08M	2	0.05%	Increased
55	Addenda Capital Montreal, Quebec, Canada	$42.2M	-$3.28M	1	1.84%	Reduced
56	Tiger Global Management New York	$41.4M	$0	1	0.31%	Maintained
57	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$40.6M	-$2.98M	1	3.72%	Reduced
58	Tocqueville Asset Management New York	$39.9M	-$11.6M	1	0.76%	Reduced
59	HighTower Advisors Chicago, Illinois	$38.6M	-$228K	1	0.07%	Reduced
60	Citadel Advisors Miami, Florida	$37.4M	-$9.99M	2	0.01%	Reduced
61	MC Meteora Capital Boca Raton, Florida	$36M	+$33.5M	1	6.14%	Increased
62	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.4M	-$6.02M	1	0.06%	Reduced
63	DFO Duquesne Family Office New York	$34.5M	$0	1	1.24%	Maintained
64	Guardian Capital (Canada) Toronto, Ontario, Canada	$34.5M	+$8.85M	1	1.28%	Increased
65	TD Waterhouse Canada Toronto, Ontario, Canada	$34.2M	+$3.44M	2	0.36%	Increased
66	FRM Foundation Resource Management Little Rock, Arkansas	$33.5M	-$574K	1	5.56%	Reduced
67	MCM Moerus Capital Management New York	$33.1M	-$7.91M	1	10.91%	Reduced
68	Millennium Management New York	$33M	-$35.4M	3	0.02%	Reduced
69	Credit Suisse Zurich, Switzerland	$32.9M	-$1.27M	2	0.03%	Reduced
70	FBCM Fort Baker Capital Management Larkspur, California	$29.7M	+$29.7M	1	2.74%	New
71	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$29.3M	-$9.54M	1	11.24%	Reduced
72	Capital International Inc Los Angeles, California	$29.3M	-$4.93M	1	0.56%	Reduced
73	Encompass Capital Advisors New York	$29M	+$29M	1	1.81%	New
74	GRA Goehring & Rozencwajg Associates New York	$28.6M	+$812K	1	7.01%	Increased
75	VOYA Investment Management Atlanta, Georgia	$28M	+$18.6M	2	0.03%	Increased