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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	$116M	+$7.91M	4	0.07%	Increased
52	W.H. Reaves & Co Jersey City, New Jersey	$116M	-$2.47M	1	2.56%	Reduced
53	Temasek Holdings Singapore	$114M	+$4.53M	1	0.44%	Increased
54	Wellington Management Group Boston, Massachusetts	$113M	+$21.4M	2	0.02%	Increased
55	Bank of Nova Scotia Toronto, Ontario, Canada	$112M	-$2.19M	1	0.23%	Reduced
56	Victory Capital Management San Antonio, Texas	$104M	+$74.2M	3	0.07%	Increased
57	SCTC Samsung C&T Corporation Seoul, South Korea	$103M	$0	1	100%	Maintained
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$95.9M	-$5.93M	1	0.12%	Reduced
59	ExodusPoint Capital Management New York	$91.9M	+$58.7M	2	0.81%	Increased
60	Man Group London, United Kingdom	$89.6M	+$55M	2	0.17%	Increased
61	LPL Financial San Diego, California	$88.3M	+$6.88M	4	0.03%	Increased
62	Charles Schwab San Francisco, California	$85.6M	+$18.3M	3	0.01%	Increased
63	Primecap Management Pasadena, California	$83.9M	-$7.39M	1	0.07%	Reduced
64	Nuveen Charlotte, North Carolina	$83.5M	+$12.6M	4	0.02%	Increased
65	Raymond James Financial St Petersburg, Florida	$80.6M	+$5.27M	4	0.03%	Increased
66	Scotia Capital Toronto, Ontario, Canada	$80.1M	-$4.03M	1	0.38%	Reduced
67	Covea Finance Paris, France	$77.1M	-$33.4M	1	2.86%	Reduced
68	Hood River Capital Management Palm Beach Gardens, Florida	$76.3M	+$55M	3	1.07%	Increased
69	PIM Platinum Investment Management Sydney Australia 2000, Australia	$74.4M	-$52M	1	4.95%	Reduced
70	TAM Telemark Asset Management Boston, Massachusetts	$74.2M	$0	1	6.73%	Maintained
71	Luther King Capital Management (LKCM) Fort Worth, Texas	$73.8M	+$186K	1	0.32%	Increased
72	Acadian Asset Management Boston, Massachusetts	$72.5M	+$48.8M	1	0.15%	Increased
73	M&G plc London, United Kingdom	$71.5M	-$10.8M	1	0.39%	Reduced
74	Two Sigma Investments New York	$70.7M	+$12.4M	3	0.13%	Increased
75	Wells Fargo San Francisco, California	$70.3M	+$3.88M	4	0.01%	Increased