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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	Charles Schwab San Francisco, California	$70.5M	+$3.24M	4	0.01%	Increased
52	Mackenzie Financial Toronto Ontario, Ontario, Canada	$70.5M	-$387K	1	0.1%	Reduced
53	D.E. Shaw & Co New York	$69.8M	+$41.5M	5	0.05%	Increased
54	Swiss National Bank Zurich, Switzerland	$69.2M	-$2.18M	3	0.05%	Reduced
55	Primecap Management Pasadena, California	$67.8M	-$1.51M	1	0.05%	Reduced
56	TAM Telemark Asset Management Boston, Massachusetts	$66.8M	$0	1	6.66%	Maintained
57	Tiger Global Management New York	$64.9M	$0	1	0.25%	Maintained
58	Balyasny Asset Management Chicago, Illinois	$58.6M	+$23.7M	4	0.09%	Increased
59	Covea Finance Paris, France	$56M	-$3.43M	1	2.53%	Reduced
60	Susquehanna International Group Bala Cynwyd, Pennsylvania	$55.8M	+$42.5M	4	0.01%	Increased
61	PIM Platinum Investment Management Sydney Australia 2000, Australia	$53.6M	-$102M	1	3.15%	Reduced
62	Scotia Capital Toronto, Ontario, Canada	$51.9M	+$2.99M	1	0.27%	Increased
63	Luther King Capital Management (LKCM) Fort Worth, Texas	$51.3M	+$7.68M	1	0.22%	Increased
64	Tocqueville Asset Management New York	$50.3M	+$393K	1	0.79%	Increased
65	M&G plc London, United Kingdom	$48.8M	-$23.4M	1	0.3%	Reduced
66	Capital Advisors Inc Tulsa, Oklahoma	$48.5M	+$6.66M	1	0.97%	Increased
67	Bridgewater Associates Westport, Connecticut	$48.5M	-$83.6M	1	0.22%	Reduced
68	TD Waterhouse Canada Toronto, Ontario, Canada	$48.2M	-$1.38M	3	0.39%	Reduced
69	Jane Street New York	$47.2M	-$18M	4	0.01%	Reduced
70	SCTC Samsung C&T Corporation Seoul, South Korea	$46.7M	+$53.8M	1	100%	New
71	State Street Boston, Massachusetts	$44M	+$5.12M	4	0%	Increased
72	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$42.3M	-$2.29M	1	0.28%	Reduced
73	Jennison Associates New York	$41.7M	+$2.45M	1	0.03%	Increased
74	BNP Paribas Asset Management Paris, France	$41.6M	-$16.5M	1	0.1%	Reduced
75	Vident Advisory Alpharetta, Georgia	$41M	-$6.49M	1	0.72%	Reduced