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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	Holocene Advisors New York	$71.2M	+$66.7M	2	0.15%	Increased
77	Two Sigma Investments New York	$71M	+$70.7M	5	0.1%	Increased
78	Covea Finance Paris, France	$68.2M	-$6.66M	1	2.25%	Reduced
79	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$68.2M	+$33.8M	1	0.59%	Increased
80	Addenda Capital Montreal, Quebec, Canada	$67.6M	+$8.45M	1	1.98%	Increased
81	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$65.5M	-$4.47M	1	0.11%	Reduced
82	American Century Companies Kansas City, Missouri	$65.5M	+$33.9M	2	0.03%	Increased
83	Barclays London, United Kingdom	$64.8M	+$76.8M	5	0.02%	Increased
84	GRA Goehring & Rozencwajg Associates New York	$62.5M	+$3.12M	1	6.19%	Increased
85	Horizon Kinetics Asset Management New York	$61.7M	-$381K	1	0.83%	Reduced
86	MUFG Securities (Canada) New York	$60.7M	-$5.18M	1	1.69%	Reduced
87	Cantor Fitzgerald New York	$60.4M	+$10.8M	3	0.92%	Increased
88	Mirae Asset Global Investments Seoul, South Korea	$59.8M	+$26.7M	3	0.17%	Increased
89	M&G plc London, United Kingdom	$58.6M	-$25.4M	1	0.3%	Reduced
90	RP Regal Partners Sydney, NSW, Australia	$57.9M	+$31.1M	2	3.34%	Increased
91	Acadian Asset Management Boston, Massachusetts	$57M	-$25.3M	2	0.09%	Reduced
92	TD Waterhouse Canada Toronto, Ontario, Canada	$56.5M	-$9.13M	3	0.35%	Reduced
93	Capital Advisors Inc Tulsa, Oklahoma	$52.7M	-$6.51M	1	0.85%	Reduced
94	Bowen Hanes & Co Ponte Vedra Beach, Florida	$52.5M	-$45K	1	1.32%	Reduced
95	Neuberger Berman Group New York	$52.3M	+$23.5M	3	0.04%	Increased
96	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$52.2M	+$17.9M	2	0.03%	Increased
97	Rathbones Group Liverpool, United Kingdom	$51.4M	+$3.61M	1	0.2%	Increased
98	Dimensional Fund Advisors Austin, Texas	$50.7M	+$13.1M	3	0.01%	Increased
99	UBS AM Chicago, Illinois	$50.2M	+$14.1M	4	0.01%	Increased
100	Voloridge Investment Management Jupiter, Florida	$49M	+$98.9M	1	0.17%	New