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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	Capital International Inc Los Angeles, California	$30.6M	-$1.2M	1	0.48%	Reduced
77	Jennison Associates New York	$30.3M	+$1.79M	1	0.02%	Increased
78	Encompass Capital Advisors New York	$29.9M	+$351K	1	1.75%	Increased
79	Bowen Hanes & Co Ponte Vedra Beach, Florida	$27.5M	+$9.93M	1	0.83%	Increased
80	VanEck Associates New York	$27M	+$4.2M	1	0.05%	Increased
81	FBCM Fort Baker Capital Management Larkspur, California	$26.6M	-$3.58M	1	3.16%	Reduced
82	Nikko Asset Management Americas New York	$26M	-$1.26M	1	0.25%	Reduced
83	Deutsche Bank Frankfurt Am Main Ge, Germany	$25.7M	-$3.88M	2	0.01%	Reduced
84	Capital Advisors Inc Tulsa, Oklahoma	$25.5M	+$116K	1	0.57%	Increased
85	Rathbones Group Liverpool, United Kingdom	$25.4M	+$2.84M	1	0.16%	Increased
86	GAI General American Investors New York	$25.2M	-$1.46M	1	1.99%	Reduced
87	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$24.8M	+$2.48M	1	0.23%	Increased
88	Twin Tree Management Dallas, Texas	$24.7M	-$3.84M	1	0.05%	Reduced
89	SCI S&CO Inc Boston, Massachusetts	$24.5M	-$259K	1	1.88%	Reduced
90	MC Meteora Capital Boca Raton, Florida	$24.5M	-$12M	1	4.16%	Reduced
91	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$24.1M	-$849K	2	0.23%	Reduced
92	HIG Herr Investment Group Austin, Texas	$24M	-$1.73M	1	1.4%	Reduced
93	UBS Group Zurich, Switzerland	$24M	+$9.13M	3	0.01%	Increased
94	Qube Research & Technologies (QRT) London, United Kingdom	$23.5M	+$22.6M	2	0.05%	Increased
95	Dimensional Fund Advisors Austin, Texas	$21.7M	+$77.7K	1	0.01%	Increased
96	Pinnacle Associates New York	$21.6M	-$354K	1	0.36%	Reduced
97	PHAM Pacific Heights Asset Management San Francisco, California	$21.6M	$0	1	1.85%	Maintained
98	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$21.5M	+$10.4M	1	0.12%	Increased
99	Horizon Kinetics Asset Management New York	$21.4M	-$5.86M	1	0.45%	Reduced
100	CU CQS (US) New York	$20.6M	$0	1	2.07%	Maintained