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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	Westfield Capital Management Boston, Massachusetts	$34.4M	+$34.7M	1	0.17%	Increased
77	Scotia Capital Toronto, Ontario, Canada	$34.2M	+$2.46M	1	0.2%	Increased
78	1832 Asset Management Toronto, Ontario, Canada	$34M	+$9.95M	1	0.03%	Increased
79	UBS AM Chicago, Illinois	$33.9M	+$33.9M	2	0.01%	New
80	Lord, Abbett & Co Jersey City, New Jersey	$33.9M	+$35M	1	0.11%	New
81	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$33.2M	+$41M	1	3.25%	Increased
82	Luther King Capital Management (LKCM) Fort Worth, Texas	$32.7M	+$33.7M	1	0.15%	New
83	MCM Moerus Capital Management New York	$32.7M	+$514K	1	11.79%	Increased
84	Capital Advisors Inc Tulsa, Oklahoma	$31.3M	+$627K	1	0.65%	Increased
85	Rathbones Group Liverpool, United Kingdom	$30.7M	+$1.03M	1	0.17%	Increased
86	Millennium Management New York	$30.1M	-$20.2M	4	0.01%	Reduced
87	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29.7M	-$53.4M	1	0.02%	Reduced
88	Deutsche Bank Frankfurt Am Main Ge, Germany	$29.3M	-$420K	2	0.01%	Reduced
89	FRM Foundation Resource Management Little Rock, Arkansas	$28.8M	-$140K	1	4.6%	Reduced
90	HighTower Advisors Chicago, Illinois	$28.8M	+$642K	2	0.04%	Increased
91	Canada Life Winnipeg, Manitoba, Canada	$28.3M	+$595K	1	0.05%	Increased
92	Nikko Asset Management Americas New York	$27.6M	-$1.43M	1	0.32%	Reduced
93	SCI S&CO Inc Boston, Massachusetts	$27M	-$168K	1	1.89%	Reduced
94	SCP SailingStone Capital Partners Houston, Texas	$26.9M	-$2.42M	2	9.53%	Reduced
95	Tiger Global Management New York	$25.9M	$0	1	0.12%	Maintained
96	Horizon Kinetics Asset Management New York	$25.5M	+$2.85M	1	0.45%	Increased
97	Dimensional Fund Advisors Austin, Texas	$25.4M	-$153K	1	0.01%	Reduced
98	GAI General American Investors New York	$24.8M	$0	1	1.73%	Maintained
99	PHAM Pacific Heights Asset Management San Francisco, California	$24.6M	$0	1	1.93%	Maintained
100	Stifel Financial St. Louis, Missouri	$23.5M	+$4.66M	2	0.03%	Increased