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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	GRP Geologic Resource Partners Boston, Massachusetts	$6.1M	-$6.32M	1	15.56%	Reduced
77	Bank of New York Mellon New York	$6.09M	-$2.04M	1	0%	Reduced
78	Gabelli Funds Rye, New York	$5.78M	-$395K	1	0.03%	Reduced
79	CC Cambrian Capital San Francisco, California	$5.46M	-$2.23M	1	2.49%	Reduced
80	Stifel Financial St. Louis, Missouri	$5.41M	+$26.8K	1	0.03%	Increased
81	State of Wisconsin Investment Board Madison, Wisconsin	$4.91M	+$436K	1	0.02%	Increased
82	LSC Lesa Sroufe & Co Seattle, Washington	$4.56M	-$619K	1	3.13%	Reduced
83	Renaissance Technologies New York	$4.49M	+$3.25M	1	0.01%	Increased
84	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.37M	-$2.06M	1	0.01%	Reduced
85	EA Euclid Advisors Hartford, Connecticut	$4.34M	+$1.74M	1	0.09%	Increased
86	PEAK6 Group Chicago, Illinois	$4.15M	+$1.96M	1	0.02%	Increased
87	ARTA A.R.T. Advisors New York	$4.03M	+$389K	1	0.13%	Increased
88	Virginia Retirement Systems Richmond, Virginia	$4M	+$3.2M	1	0.06%	Increased
89	JP Morgan Chase New York	$3.56M	+$741K	1	0%	Increased
90	GP GLG Partners London, United Kingdom	$3.2M	-$2.87M	1	0.08%	Reduced
91	Aviva London, United Kingdom	$3.01M	-$16.3K	1	0.02%	Reduced
92	Invesco Atlanta, Georgia	$2.96M	+$573K	1	0%	Increased
93	Natixis Advisors Boston, Massachusetts	$2.85M	+$185K	1	0.05%	Increased
94	CIBC Asset Management Toronto, Ontario, Canada	$2.83M	-$853K	1	0.02%	Reduced
95	Caxton Associates (New York) New York	$2.58M	+$2.86M	1	0.12%	New
96	CS Central Securities New York	$2.57M	+$474K	1	0.58%	Increased
97	Evergreen Capital Management Bellevue, Washington	$2.49M	-$52.5K	1	0.61%	Reduced
98	Barclays London, United Kingdom	$2.47M	-$2.1M	1	0%	Reduced
99	WSIB Washington State Investment Board Olympia, Washington	$2.44M	$0	1	2.97%	Maintained
100	Addenda Capital Montreal, Quebec, Canada	$2.27M	-$5.45M	1	0.19%	Reduced