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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	ROC Robertson Opportunity Capital Dallas, Texas	$4.33M	$0	1	2.28%	Maintained
77	SAM Shell Asset Management The Hague, Netherlands	$4.23M	-$313K	1	0.11%	Reduced
78	MIS Morningstar Investment Services Chicago, Illinois	$4.08M	-$262K	1	0.07%	Reduced
79	Northern Trust Chicago, Illinois	$3.9M	+$48.4K	1	0%	Increased
80	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.89M	+$3.79M	1	2.08%	New
81	Scotia Capital Toronto, Ontario, Canada	$3.74M	+$2.1M	1	0.05%	Increased
82	BlackRock New York	$3.59M	+$2.23M	1	0%	Increased
83	Fidelity Investments Boston, Massachusetts	$3.54M	+$3.45M	1	0%	Increased
84	Jane Street New York	$3.49M	+$2.82M	1	0%	Increased
85	Wells Fargo San Francisco, California	$3.33M	+$1.76M	1	0%	Increased
86	Evergreen Capital Management Bellevue, Washington	$3.26M	+$1.26M	1	0.25%	Increased
87	Crawford Investment Counsel Atlanta, Georgia	$3.23M	-$452K	1	0.09%	Reduced
88	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.04M	-$13.8M	1	0.01%	Reduced
89	Natixis Advisors Boston, Massachusetts	$2.97M	+$10.8K	1	0.02%	Increased
90	T TOBAM Paris, France	$2.91M	+$932K	1	0.19%	Increased
91	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.87M	+$2.13M	1	0.01%	Increased
92	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.85M	+$2.77M	1	0.47%	New
93	CIBC Asset Management Toronto, Ontario, Canada	$2.76M	+$101K	1	0.02%	Increased
94	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.73M	+$633K	1	0%	Increased
95	Man Group London, United Kingdom	$2.73M	+$2.48M	1	0.01%	Increased
96	Primecap Management Pasadena, California	$2.65M	+$249K	1	0%	Increased
97	State of Wisconsin Investment Board Madison, Wisconsin	$2.63M	-$143K	1	0.01%	Reduced
98	HGI Hansberger Growth Investors Madison, Wisconsin	$2.58M	-$180K	1	3.1%	Reduced
99	Raymond James & Associates St Petersburg, Florida	$2.53M	+$521K	1	0%	Increased
100	O'Shaughnessy Asset Management Stamford, Connecticut	$2.43M	+$2.37M	1	0.08%	New