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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	Swiss National Bank Zurich, Switzerland	$65M	+$2.37M	3	0.04%	Increased
52	Primecap Management Pasadena, California	$64.4M	-$231K	1	0.05%	Reduced
53	TAM Telemark Asset Management Boston, Massachusetts	$62.1M	+$4.36M	1	6.27%	Increased
54	UBS Group Zurich, Switzerland	$56.9M	+$19.4M	4	0.01%	Increased
55	DCI Data Collective IV Palo Alto, California	$56M	$0	1	34.25%	Maintained
56	Covea Finance Paris, France	$55.1M	+$2.03M	1	2.42%	Increased
57	Charles Schwab San Francisco, California	$54.4M	+$6.15M	3	0.01%	Increased
58	BNP Paribas Asset Management Paris, France	$53.2M	+$5.74M	1	0.13%	Increased
59	SCM Segra Capital Management Palm Beach, Florida	$53M	+$48.4M	1	20.68%	New
60	MPM MBB Public Markets Chicago, Illinois	$52.8M	+$8.27M	1	2.95%	Increased
61	Encompass Capital Advisors New York	$52.3M	+$5.59M	1	2.54%	Increased
62	Jane Street New York	$51.8M	+$14.4M	3	0.01%	Increased
63	Driehaus Capital Management Chicago, Illinois	$48.7M	-$126M	1	0.42%	Reduced
64	Moore Capital Management New York	$48.1M	+$42.4M	2	0.89%	Increased
65	Focus Partners Wealth Boston, Massachusetts	$47.3M	+$26.6M	2	0.15%	New
66	TD Waterhouse Canada Toronto, Ontario, Canada	$46.8M	-$780K	2	0.38%	Reduced
67	Tocqueville Asset Management New York	$46.4M	+$1.52M	1	0.73%	Increased
68	RCW Rheos Capital Works Tokyo, Japan	$46.3M	-$17.4M	2	2.41%	Reduced
69	Scotia Capital Toronto, Ontario, Canada	$45.7M	+$11.4M	1	0.24%	Increased
70	Addenda Capital Montreal, Quebec, Canada	$44.4M	-$871K	1	1.59%	Reduced
71	Vident Advisory Alpharetta, Georgia	$43.8M	-$5.77M	1	1.1%	Reduced
72	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$41.4M	-$8.03M	1	0.36%	Reduced
73	Luther King Capital Management (LKCM) Fort Worth, Texas	$41M	+$8.39M	1	0.18%	Increased
74	Swedbank Stockholm, Sweden	$40.5M	+$9.69K	1	0.05%	Increased
75	Capital Advisors Inc Tulsa, Oklahoma	$39.2M	+$8.07M	1	0.79%	Increased