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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	Marex Group London,	$141M	+$97.1M	3	1%	Increased
52	Swiss National Bank Zurich, Switzerland	$138M	+$1.02M	4	0.08%	Increased
53	Aristotle Capital Management Los Angeles, California	$133M	-$42.9M	1	0.26%	Reduced
54	LPL Financial San Diego, California	$127M	+$8.28M	4	0.04%	Increased
55	Bank of Nova Scotia Toronto, Ontario, Canada	$125M	-$1.44M	1	0.22%	Reduced
56	W.H. Reaves & Co Jersey City, New Jersey	$122M	-$7.81M	1	2.17%	Reduced
57	Raymond James Financial St Petersburg, Florida	$118M	+$14.9M	5	0.04%	Increased
58	Millennium Management New York	$117M	-$60.8M	5	0.05%	Reduced
59	Nuveen Charlotte, North Carolina	$104M	+$1.06M	4	0.03%	Increased
60	Wells Fargo San Francisco, California	$102M	+$13.2M	4	0.02%	Increased
61	Exchange Traded Concepts Oklahoma City, Oklahoma	$102M	+$16.3M	4	0.87%	Increased
62	Citadel Advisors Miami, Florida	$98.6M	-$78.9M	5	0.02%	Reduced
63	Susquehanna International Group Bala Cynwyd, Pennsylvania	$95.7M	+$35.8M	5	0.01%	Increased
64	Korea Investment Corp Seoul, South Korea	$94.5M	+$21.7M	1	0.19%	Increased
65	Luther King Capital Management (LKCM) Fort Worth, Texas	$89.3M	+$5.53M	1	0.37%	Increased
66	PIC Portland Investment Counsel Burlington, Ontario, Canada	$89.2M	$0	3	24.41%	Maintained
67	Primecap Management Pasadena, California	$86.9M	-$7.24M	1	0.07%	Reduced
68	Cantor Fitzgerald New York	$86.2M	+$54.6M	4	0.84%	Increased
69	UBS AM Chicago, Illinois	$84.7M	-$73M	3	0.02%	Reduced
70	TAM Telemark Asset Management Boston, Massachusetts	$83.9M	$0	1	7.96%	Maintained
71	Deutsche Bank Frankfurt Am Main Ge, Germany	$82.6M	+$5.05M	4	0.03%	Increased
72	British Columbia Investment Management Victoria, British Columbia, Canada	$79.7M	+$24M	1	0.46%	Increased
73	Scotia Capital Toronto, Ontario, Canada	$79.2M	-$10.8M	1	0.34%	Reduced
74	Hood River Capital Management Palm Beach Gardens, Florida	$77.7M	-$37.4M	2	0.92%	Reduced
75	M&G plc London, United Kingdom	$77.4M	-$3.31M	1	0.41%	Reduced