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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	$13.5M	$0	1	1.36%	Maintained
77	SCI S&CO Inc Boston, Massachusetts	$13.5M	+$37.7K	1	1.14%	Increased
78	Pinnacle Associates New York	$12.3M	-$537K	1	0.27%	Reduced
79	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$12.2M	+$67.5K	1	0.28%	Increased
80	BCM Bienville Capital Management New York	$11M	+$13.2M	1	5.21%	New
81	ACM Azarias Capital Management Berwyn, Pennsylvania	$10.9M	+$1.07M	1	11.84%	Increased
82	OWIM Old West Investment Management Los Angeles, California	$10.7M	-$453K	1	7.48%	Reduced
83	Janus Henderson Group London,	$10.7M	+$1.49M	1	0.01%	Increased
84	BlueCrest Capital Management St Helier, Jersey	$10.6M	$0	1	0.41%	Maintained
85	TD Waterhouse Canada Toronto, Ontario, Canada	$10.6M	+$4.31M	1	0.12%	Increased
86	PHAM Pacific Heights Asset Management San Francisco, California	$10.5M	$0	1	1.07%	Maintained
87	D.E. Shaw & Co New York	$10.4M	-$5.65M	2	0.01%	Reduced
88	Bank of New York Mellon New York	$10.4M	+$860K	2	0%	Increased
89	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$10.1M	-$10M	2	0.07%	Reduced
90	Macquarie Group Sydney, NSW 2000, Australia	$10.1M	+$10.1M	1	0.01%	New
91	Schonfeld Strategic Advisors New York	$9.95M	+$11.6M	1	0.1%	Increased
92	PIP Permian Investment Partners Dallas, Texas	$9.85M	+$2.88M	1	1.61%	Increased
93	CIBC Asset Management Toronto, Ontario, Canada	$9.7M	+$911K	1	0.04%	Increased
94	CCM Cadian Capital Management New York	$9.65M	$0	1	0.65%	Maintained
95	Calamos Advisors Naperville, Illinois	$9.65M	$0	1	0.04%	Maintained
96	British Columbia Investment Management Victoria, British Columbia, Canada	$9.27M	-$1.88M	1	0.09%	Reduced
97	PHS Pekin Hardy Strauss Chicago, Illinois	$9.24M	+$467K	1	1.3%	Increased
98	Capital Fund Management (CFM) Paris, France	$8.95M	-$1.84M	1	0.08%	Reduced
99	MPM MBB Public Markets Chicago, Illinois	$8.87M	+$10.6M	1	0.21%	New
100	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$8.72M	-$2.52M	1	0.01%	Reduced