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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	UBS AM Chicago, Illinois	$37.9M	+$4.47M	3	0.01%	Increased
77	Jennison Associates New York	$36.6M	+$817K	1	0.02%	Increased
78	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35.4M	+$20.5M	1	0.06%	Increased
79	GRA Goehring & Rozencwajg Associates New York	$35.3M	+$982K	1	7.2%	Increased
80	1832 Asset Management Toronto, Ontario, Canada	$34M	+$912K	1	0.03%	Increased
81	Artemis Investment Management Edinburgh, United Kingdom	$33.5M	+$15.5M	1	0.51%	Increased
82	Eisler Capital (UK) London, United Kingdom	$33.2M	+$30.3M	1	0.15%	New
83	NZS Capital Denver, Colorado	$32.7M	+$12.2M	1	1.28%	Increased
84	MCM Moerus Capital Management New York	$31.9M	+$146K	1	11.7%	Increased
85	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$31.5M	+$9.49M	1	13.06%	Increased
86	Rathbones Group Liverpool, United Kingdom	$31.1M	+$1.2M	1	0.16%	Increased
87	Citadel Advisors Miami, Florida	$30.9M	+$25.6M	3	0.01%	Increased
88	OCMH Oxbow Capital Management (HK) Hong Kong	$30.6M	-$10.4M	1	13.03%	Reduced
89	Balyasny Asset Management Chicago, Illinois	$30.1M	+$16.3M	2	0.05%	Increased
90	Canada Life Winnipeg, Manitoba, Canada	$30.1M	+$2.31M	1	0.05%	Increased
91	Bowen Hanes & Co Ponte Vedra Beach, Florida	$29.7M	-$3.78M	1	0.78%	Reduced
92	HighTower Advisors Chicago, Illinois	$29.7M	+$1.54M	2	0.04%	Increased
93	Deutsche Bank Frankfurt Am Main Ge, Germany	$29.1M	+$652K	2	0.01%	Increased
94	FRM Foundation Resource Management Little Rock, Arkansas	$27.7M	-$253K	1	4.28%	Reduced
95	SCP SailingStone Capital Partners Houston, Texas	$27.1M	+$686K	2	8.52%	Increased
96	Castle Hook Partners New York	$27.1M	-$10.1M	1	0.51%	Reduced
97	SCI S&CO Inc Boston, Massachusetts	$26.9M	+$558K	1	1.76%	Increased
98	Guardian Capital (Canada) Toronto, Ontario, Canada	$26M	-$7.17M	1	0.95%	Reduced
99	Merewether Investment Management Dallas, Texas	$26M	+$23.7M	1	1.2%	New
100	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$25.5M	-$3.01M	1	0.02%	Reduced