← All themes Nuclear Energy

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
76
Charles Schwab
Charles Schwab
California
$96.5M +$16.4M 5 0.01% Increased
77
Raymond James Financial
Raymond James Financial
Florida
$96.4M +$7.89M 5 0.03% Increased
78
Clear Street
Clear Street
New York
$95.3M +$59.4M 2 0.24% Increased
79
Primecap Management
Primecap Management
California
$94.2M -$280K 1 0.06% Reduced
80
TAM
Telemark Asset Management
Massachusetts
$91.7M $0 1 6.62% Maintained
81
Temasek Holdings
Temasek Holdings
Singapore
$91.6M +$27.7M 1 0.25% Increased
82
Citigroup
Citigroup
New York
$91.4M -$52.7M 7 0.03% Reduced
83
GRA
Goehring & Rozencwajg Associates
New York
$91M +$6.38M 1 5.23% Increased
84
Vanguard Asset Management
Vanguard Asset Management
$89.2M +$16M 5 0.06% Increased
85
LPL Financial
LPL Financial
California
$88.3M +$9.34M 9 0.02% Increased
86
Marshall Wace
Marshall Wace
United Kingdom
$87.9M +$52.6M 5 0.07% Increased
87
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.6M +$8.69M 7 0.27% Increased
88
Man Group
Man Group
United Kingdom
$87.1M -$56.4M 3 0.14% Reduced
89
Tocqueville Asset Management
Tocqueville Asset Management
New York
$79.6M -$776K 1 1.05% Reduced
90
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$76.7M +$9.75M 1 0.48% Increased
91
Nuveen
Nuveen
North Carolina
$76.4M -$6.82M 5 0.02% Reduced
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.6M +$3.08M 1 0.11% Increased
93
Wells Fargo
Wells Fargo
California
$75M +$7.94M 9 0.01% Increased
94
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$71.1M +$5.15M 1 0.81% Increased
95
DCC
Dow Chemical Company
Michigan
$69.6M +$98.2M 1 30.48% New
96
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.3M +$14.1M 2 0.04% Increased
97
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$69M +$25.6M 2 0.89% Increased
98
Tidal Investments
Tidal Investments
Wisconsin
$68.5M +$23.4M 5 0.12% Increased
99
Rathbones Group
Rathbones Group
United Kingdom
$68.2M +$8.9M 1 0.25% Increased
100
Renaissance Technologies
Renaissance Technologies
New York
$67.5M -$64.7M 2 0.09% Reduced