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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	Temasek Holdings Singapore	$61.1M	+$63.5M	2	0.25%	Increased
52	Swiss National Bank Zurich, Switzerland	$56.4M	+$895K	4	0.04%	Increased
53	UBS AM Chicago, Illinois	$54.5M	+$40.5M	4	0.01%	Increased
54	Primecap Management Pasadena, California	$52.2M	-$2.44M	1	0.04%	Reduced
55	State Street Boston, Massachusetts	$48M	+$12.5M	4	0%	Increased
56	M&G plc London, United Kingdom	$47.8M	+$10.2M	1	0.23%	Increased
57	Scotia Capital Toronto, Ontario, Canada	$47.6M	+$6.92M	1	0.26%	Increased
58	Bridgewater Associates Westport, Connecticut	$47.2M	+$9.6M	1	0.22%	Increased
59	Covea Finance Paris, France	$46.7M	+$27.1M	1	2.14%	Increased
60	Wellington Management Group Boston, Massachusetts	$45.6M	-$69.8M	1	0.01%	Reduced
61	Renaissance Technologies New York	$44.9M	+$45.4M	2	0.07%	Increased
62	Jane Street New York	$44.9M	+$4.69M	4	0.01%	Increased
63	Addenda Capital Montreal, Quebec, Canada	$43.2M	+$9.49M	1	1.6%	Increased
64	TAM Telemark Asset Management Boston, Massachusetts	$41.2M	-$14.1M	1	5.39%	Reduced
65	Luther King Capital Management (LKCM) Fort Worth, Texas	$40.8M	-$385K	1	0.19%	Reduced
66	LPL Financial San Diego, California	$39.7M	+$25.7M	4	0.02%	Increased
67	TD Waterhouse Canada Toronto, Ontario, Canada	$39M	+$198K	3	0.32%	Increased
68	Northern Trust Chicago, Illinois	$37M	+$7.38M	4	0.01%	Increased
69	SCTC Samsung C&T Corporation Seoul, South Korea	$36.9M	$0	1	100%	Maintained
70	Tocqueville Asset Management New York	$36M	-$4.93M	1	0.59%	Reduced
71	Raymond James Financial St Petersburg, Florida	$36M	+$6.51M	4	0.01%	Increased
72	Nuveen Charlotte, North Carolina	$34.8M	-$95.7M	3	0.01%	Reduced
73	Swedbank Stockholm, Sweden	$34M	+$3.03M	1	0.05%	Increased
74	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$33.9M	$0	1	0.23%	Maintained
75	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$33.5M	+$5.9M	3	0.07%	Increased