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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	HighTower Advisors Chicago, Illinois	$25.8M	+$192K	1	0.06%	Increased
77	JGC J. Goldman & Co New York	$25.3M	+$25.1M	1	1.02%	New
78	Capital International Inc Los Angeles, California	$24.5M	+$2.81M	1	0.49%	Increased
79	TD Waterhouse Canada Toronto, Ontario, Canada	$22.6M	+$4.06M	2	0.23%	Increased
80	Balyasny Asset Management Chicago, Illinois	$22.6M	-$4.35M	2	0.06%	Reduced
81	FRM Foundation Resource Management Little Rock, Arkansas	$22.5M	+$154K	1	3.73%	Increased
82	Credit Suisse Zurich, Switzerland	$21.9M	+$5.88M	2	0.02%	Increased
83	Russell Investments Group London, United Kingdom	$20.7M	-$9.98M	2	0.04%	Reduced
84	Canada Life Winnipeg, Manitoba, Canada	$20M	+$411K	1	0.05%	Increased
85	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$19.9M	+$5.12M	1	0.02%	Increased
86	Deutsche Bank Frankfurt Am Main Ge, Germany	$19M	-$2.09M	3	0.01%	Reduced
87	Goldman Sachs New York	$18.6M	-$11.3M	2	0%	Reduced
88	Capital Advisors Inc Tulsa, Oklahoma	$18.4M	+$18.6M	1	0.49%	New
89	Janus Henderson Group London,	$17.2M	+$1.32M	2	0.01%	Increased
90	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17.1M	-$3.03M	2	0.17%	Reduced
91	SCI S&CO Inc Boston, Massachusetts	$17M	+$85K	1	1.45%	Increased
92	Korea Investment Corp Seoul, South Korea	$16.8M	+$9.93M	1	0.05%	Increased
93	GRA Goehring & Rozencwajg Associates New York	$16.6M	+$793K	1	5.65%	Increased
94	Adage Capital Partners Boston, Massachusetts	$16.4M	$0	2	0.04%	Maintained
95	SIA Schechter Investment Advisors Birmingham, Michigan	$16.3M	+$9.12M	1	1.51%	Increased
96	Guardian Capital (Canada) Toronto, Ontario, Canada	$16.3M	+$16.5M	1	0.52%	New
97	Moore Capital Management New York	$16.2M	+$9.12M	2	0.34%	Increased
98	GAI General American Investors New York	$16.2M	$0	1	1.53%	Maintained
99	Woodline Partners San Francisco, California	$16.2M	+$7.98M	1	0.22%	Increased
100	CU CQS (US) New York	$15.8M	-$649K	1	1.97%	Reduced