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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	DCI Data Collective IV Palo Alto, California	$58.6M	+$77.9M	1	41.08%	New
52	Covea Finance Paris, France	$54.4M	-$2.83M	1	2.49%	Reduced
53	Rokos Capital Management (UK) London, United Kingdom	$53.2M	+$47.9M	1	0.33%	Increased
54	W.H. Reaves & Co Jersey City, New Jersey	$52.8M	+$54.4M	1	1.78%	New
55	Vident Advisory Alpharetta, Georgia	$51.7M	+$6.23M	1	1.43%	Increased
56	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$51.6M	+$4.68M	1	0.55%	Increased
57	TD Waterhouse Canada Toronto, Ontario, Canada	$49.6M	+$12.6M	2	0.45%	Increased
58	Charles Schwab San Francisco, California	$48.9M	+$49.3M	3	0.01%	Increased
59	Encompass Capital Advisors New York	$48.4M	+$32.4M	1	2.62%	Increased
60	BNP Paribas Asset Management Paris, France	$48.3M	+$13.3M	1	0.12%	Increased
61	Addenda Capital Montreal, Quebec, Canada	$47.6M	-$6.49M	1	1.87%	Reduced
62	Tocqueville Asset Management New York	$46.1M	-$1.69M	1	0.76%	Reduced
63	MPM MBB Public Markets Chicago, Illinois	$45.1M	-$27.5M	1	0.91%	Reduced
64	OCMH Oxbow Capital Management (HK) Hong Kong	$43.2M	-$5.91M	1	14.61%	Reduced
65	Fred Alger Management New York	$42.7M	+$23.7M	2	0.21%	Increased
66	Swedbank Stockholm, Sweden	$40.9M	+$3.56K	1	0.05%	Increased
67	Castle Hook Partners New York	$39.3M	+$37.6M	1	0.92%	Increased
68	Jane Street New York	$37.1M	-$6.42M	3	0.01%	Reduced
69	Jennison Associates New York	$36.8M	+$2.14M	1	0.02%	Increased
70	UBS Group Zurich, Switzerland	$36.7M	+$10.5M	4	0.01%	Increased
71	Wells Fargo San Francisco, California	$36.6M	+$19.7M	4	0.01%	Increased
72	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$36.5M	-$1.23M	1	3.34%	Reduced
73	GRA Goehring & Rozencwajg Associates New York	$35.3M	-$3.44M	1	7%	Reduced
74	Guardian Capital (Canada) Toronto, Ontario, Canada	$34.9M	-$6.82M	1	1.32%	Reduced
75	Bowen Hanes & Co Ponte Vedra Beach, Florida	$34.8M	+$2.54M	1	0.96%	Increased