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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$116M	+$43.5M	4	0.04%	Increased
52	Bank of Nova Scotia Toronto, Ontario, Canada	$113M	-$23.1M	2	0.17%	Reduced
53	Susquehanna International Group Bala Cynwyd, Pennsylvania	$111M	+$91.1M	7	0.01%	Increased
54	Charles Schwab San Francisco, California	$110M	+$20.8M	4	0.02%	Increased
55	Korea Investment Corp Seoul, South Korea	$107M	+$5.74M	2	0.21%	Increased
56	Invesco Atlanta, Georgia	$100M	-$63.6M	4	0.01%	Reduced
57	Exchange Traded Concepts Oklahoma City, Oklahoma	$99.8M	+$18.3M	4	0.76%	Increased
58	Luther King Capital Management (LKCM) Fort Worth, Texas	$97.9M	+$411K	1	0.4%	Increased
59	Jane Street New York	$96.4M	+$74.9M	4	0.01%	Increased
60	Raymond James Financial St Petersburg, Florida	$95.1M	-$2.95M	4	0.03%	Reduced
61	Wellington Management Group Boston, Massachusetts	$92M	-$52.3M	2	0.02%	Reduced
62	TAM Telemark Asset Management Boston, Massachusetts	$91.5M	$0	1	9.14%	Maintained
63	Qube Research & Technologies (QRT) London, United Kingdom	$91.2M	+$95.5M	2	0.09%	Increased
64	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$90.9M	-$66.3M	6	0.35%	Reduced
65	Scotia Capital Toronto, Ontario, Canada	$89.5M	+$3.13M	1	0.36%	Increased
66	LPL Financial San Diego, California	$87.1M	-$4.18M	4	0.02%	Reduced
67	Marex Group London,	$86.3M	+$21.9M	5	0.54%	Increased
68	Primecap Management Pasadena, California	$85.4M	-$9.26M	1	0.06%	Reduced
69	Nuveen Charlotte, North Carolina	$84.2M	-$1.71M	4	0.02%	Reduced
70	Citigroup New York	$83.5M	-$151M	6	0.04%	Reduced
71	FFM Fullerton Fund Management Singapore	$81.8M	+$20.1M	1	3.58%	Increased
72	Wells Fargo San Francisco, California	$78M	+$8.29M	4	0.01%	Increased
73	Tocqueville Asset Management New York	$77.4M	-$157K	1	1.13%	Reduced
74	BNP Paribas Asset Management Paris, France	$74.9M	+$12M	4	0.09%	Increased
75	1832 Asset Management Toronto, Ontario, Canada	$73.2M	+$10.1M	3	0.06%	Increased