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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	Wells Fargo San Francisco, California	$40.6M	+$14.9M	4	0.01%	Increased
77	Swedbank Stockholm, Sweden	$40.4M	-$25.8M	1	0.05%	Reduced
78	Raymond James Financial St Petersburg, Florida	$39.4M	+$41.7M	3	0.01%	New
79	Addenda Capital Montreal, Quebec, Canada	$39M	-$8.71M	1	1.38%	Reduced
80	Northern Trust Chicago, Illinois	$37.4M	+$9.98M	4	0.01%	Increased
81	Bowen Hanes & Co Ponte Vedra Beach, Florida	$37.4M	+$5.82M	1	1%	Increased
82	MPM MBB Public Markets Chicago, Illinois	$37.1M	-$20.9M	1	3.45%	Reduced
83	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35.1M	-$3.25M	3	0.06%	Reduced
84	AQR Arbitrage Greenwich, Connecticut	$34.5M	+$15.3M	2	0.76%	Increased
85	GRA Goehring & Rozencwajg Associates New York	$34.2M	-$4.41M	1	7.03%	Reduced
86	Deutsche Bank Frankfurt Am Main Ge, Germany	$34.2M	+$2.75M	3	0.01%	Increased
87	MUFG Securities (Canada) New York	$34.1M	+$15.2M	1	1.23%	Increased
88	Rathbones Group Liverpool, United Kingdom	$33.3M	-$157K	1	0.16%	Reduced
89	Alyeska Investment Group Chicago, Illinois	$33.2M	-$21.4M	2	0.12%	Reduced
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$33M	+$33.9M	1	0.03%	Increased
91	HighTower Advisors Chicago, Illinois	$32.3M	+$371K	3	0.04%	Increased
92	Horizon Kinetics Asset Management New York	$31.9M	+$5.68M	2	0.4%	Increased
93	MCM Moerus Capital Management New York	$31.9M	-$2.56M	1	11.63%	Reduced
94	Principal Financial Group Des Moines, Iowa	$31.6M	+$18.9M	1	0.02%	Increased
95	UBS AM Chicago, Illinois	$31.5M	-$12.5M	3	0.01%	Reduced
96	Karpus Investment Management Pittsford, New York	$30.6M	+$22.3M	2	0.91%	Increased
97	Merewether Investment Management Dallas, Texas	$29.9M	+$2.07M	1	1.2%	Increased
98	Quadrature Capital London, United Kingdom	$29.9M	+$31.7M	1	0.6%	New
99	FRM Foundation Resource Management Little Rock, Arkansas	$29.4M	-$355K	1	4.92%	Reduced
100	SCI S&CO Inc Boston, Massachusetts	$29.1M	+$156K	1	1.97%	Increased