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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	GAI General American Investors New York	$14M	-$473K	1	1.19%	Reduced
77	SCI S&CO Inc Boston, Massachusetts	$14M	-$11.1K	1	1.09%	Reduced
78	Voloridge Investment Management Jupiter, Florida	$13.8M	+$9.13M	1	0.09%	Increased
79	Pinnacle Associates New York	$13M	+$69.2K	1	0.24%	Increased
80	OWIM Old West Investment Management Los Angeles, California	$13M	-$1.59M	1	3.39%	Reduced
81	PointState Capital New York	$11.7M	+$10.2M	1	0.2%	New
82	PHAM Pacific Heights Asset Management San Francisco, California	$10.9M	$0	1	1.03%	Maintained
83	Marshall Wace London, United Kingdom	$9.97M	+$5.8M	2	0.04%	Increased
84	CWA Asset Management Group Naples, Florida	$9.89M	-$2.88M	1	0.78%	Reduced
85	BlueCrest Capital Management St Helier, Jersey	$9.83M	+$3.69M	1	0.27%	Increased
86	CCM Cadian Capital Management New York	$9.83M	+$9.87M	1	0.37%	New
87	Calamos Advisors Naperville, Illinois	$9.82M	+$9.87M	1	0.04%	New
88	Schonfeld Strategic Advisors New York	$9.82M	+$9.87M	1	0.1%	New
89	SEI Investments Oaks, Pennsylvania	$8.8M	-$530K	1	0.02%	Reduced
90	YCM Yost Capital Management Houston, Texas	$8.69M	+$7.57M	1	8.78%	New
91	UBS Group Zurich, Switzerland	$8.69M	-$8.13M	2	0%	Reduced
92	Fidelity International Hamilton, Bermuda	$8.47M	-$528K	1	0.01%	Reduced
93	Allianz Asset Management Munich, Germany	$8.36M	+$7.9M	2	0.01%	Increased
94	MC Muhlenkamp & Co Wexford, Pennsylvania	$8.17M	-$72.1K	1	3.14%	Reduced
95	FTCM Fir Tree Capital Management New York	$7.86M	+$7.89M	1	0.27%	New
96	Woodline Partners San Francisco, California	$7.85M	+$7.89M	1	0.13%	New
97	Gabelli Funds Rye, New York	$7.77M	$0	1	0.05%	Maintained
98	Wolverine Trading Chicago, Illinois	$7.5M	+$1.08M	1	0.01%	Increased
99	Storebrand Asset Management Lysaker, Norway	$7.31M	+$6.72M	1	0.04%	New
100	Renaissance Technologies New York	$7.28M	+$6.34M	1	0.01%	New