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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
76	LSC Lesa Sroufe & Co Seattle, Washington	$6.75M	+$7.49M	1	3.92%	New
77	VAM Visium Asset Management New York	$6.71M	+$7.45M	1	0.1%	New
78	Goldman Sachs New York	$6.14M	+$2.24M	1	0%	Increased
79	State of Wisconsin Investment Board Madison, Wisconsin	$5.9M	-$122K	1	0.02%	Reduced
80	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5M	-$248K	1	0.04%	Reduced
81	SCM Symons Capital Management Pittsburgh, Pennsylvania	$4.61M	+$5.12M	1	0.97%	New
82	CIBC Asset Management Toronto, Ontario, Canada	$4.46M	-$249K	1	0.03%	Reduced
83	BM Bridger Management New York	$4.23M	+$4.69M	1	0.29%	New
84	Barclays London, United Kingdom	$4.13M	+$478K	1	0%	Increased
85	Waddell & Reed Financial Overland Park, Kansas	$4.08M	+$262K	1	0.01%	Increased
86	Boston Partners Boston, Massachusetts	$4.08M	$0	1	0.01%	Maintained
87	ArrowMark Colorado Holdings Denver, Colorado	$3.39M	+$4.22M	1	0.09%	New
88	MTB Mizuho Trust & Banking Tokyo, Japan	$3.33M	+$23.5K	1	0.01%	Increased
89	Two Sigma Investments New York	$3.29M	+$3.65M	1	0.01%	New
90	Spot Trading Chicago, Illinois	$3.22M	-$1.25M	1	0.02%	Reduced
91	T TOBAM Paris, France	$3.18M	-$327K	1	0.09%	Reduced
92	SCM Summit Capital Management Seattle, Washington	$3.15M	+$3.49M	1	1.11%	New
93	WSIB Washington State Investment Board Olympia, Washington	$3.01M	$0	1	2.89%	Maintained
94	HSBC Holdings London, United Kingdom	$3.01M	+$1.65M	1	0.01%	Increased
95	GC GMT Capital Atlanta, Georgia	$2.93M	$0	1	0.06%	Maintained
96	EA Euclid Advisors Hartford, Connecticut	$2.89M	-$35.3K	1	0.02%	Reduced
97	Credit Agricole Montrouge Cedex, France	$2.86M	+$112K	1	0.01%	Increased
98	Aviva London, United Kingdom	$2.85M	-$5.49K	1	0.02%	Reduced
99	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.82M	-$23.2M	1	0.02%	Reduced
100	AllianceBernstein Nashville, Tennessee	$2.73M	+$156K	1	0%	Increased