← 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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$47.5M $0 1 0.46% Maintained
52
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$46.8M +$1.07M 1 0.35% Increased
53
Millennium Management
Millennium Management
New York
$44.7M -$24.8M 3 0.02% Reduced
54
OCMH
Oxbow Capital Management (HK)
Hong Kong
$43.1M -$3.51M 1 17.21% Reduced
55
Tocqueville Asset Management
Tocqueville Asset Management
New York
$42M -$279K 1 0.69% Reduced
56
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.5M +$17.6M 1 0.42% Increased
57
Vident Advisory
Vident Advisory
Georgia
$40.2M +$6.91M 1 0.84% Increased
58
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9M +$5.6M 1 0.28% Increased
59
Jane Street
Jane Street
New York
$38.6M -$4.94M 2 0.01% Reduced
60
DFO
Duquesne Family Office
New York
$36.8M -$21.2M 1 0.84% Reduced
61
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$36.6M -$2.19M 1 1.27% Reduced
62
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.5M -$14.7M 2 0.09% Reduced
63
Marshall Wace
Marshall Wace
United Kingdom
$36.3M -$15.5M 1 0.06% Reduced
64
Empyrean Capital Partners
Empyrean Capital Partners
California
$34.9M $0 1 2% Maintained
65
Tiger Global Management
Tiger Global Management
New York
$34.9M $0 1 0.19% Maintained
66
VanEck Associates
VanEck Associates
New York
$34.2M +$7.19M 1 0.05% Increased
67
GRA
Goehring & Rozencwajg Associates
New York
$34M +$1.64M 1 7.37% Increased
68
Credit Suisse
Credit Suisse
Switzerland
$33.4M -$895K 2 0.03% Reduced
69
TPM
Triasima Portfolio Management
Quebec, Canada
$33.2M -$6.9M 1 2.79% Reduced
70
Encompass Capital Advisors
Encompass Capital Advisors
New York
$32.4M $0 1 1.76% Maintained
71
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.1M +$31.5M 1 0.08% New
72
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.7M +$14.2M 3 0.01% Increased
73
Jennison Associates
Jennison Associates
New York
$30.6M +$63.9K 1 0.02% Increased
74
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$28.5M +$909K 1 0.81% Increased
75
MCM
Moerus Capital Management
New York
$28.3M -$6.74M 1 8.87% Reduced