← All themes Nuclear Energy

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
1026
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$277K $0 1 0% Maintained
1027
AFG
Allegheny Financial Group
Pennsylvania
$277K -$92.8K 1 0.05% Reduced
1028
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$277K -$167K 1 0% Reduced
1029
CCA
Cadent Capital Advisors
Oklahoma
$275K -$889K 1 0.07% Reduced
1030
TCA
Transcend Capital Advisors
New Jersey
$274K +$43.5K 1 0.02% Increased
1031
JJBC
James J. Burns & Company
New York
$271K +$300K 1 0.04% New
1032
Voleon Capital Management
Voleon Capital Management
California
$270K -$117K 1 0.01% Reduced
1033
CNWM
Clay Northam Wealth Management
California
$270K +$189K 1 0.15% New
1034
OIA
Optimum Investment Advisors
Illinois
$269K +$281K 2 0.11% Increased
1035
PAA
Peregrine Asset Advisers
Oregon
$268K -$72.8K 1 0.08% Reduced
1036
OP Asset Management
OP Asset Management
$268K +$188K 1 0% New
1037
LSC
Lesa Sroufe & Co
Washington
$268K $0 1 0.22% Maintained
1038
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$267K -$10.9K 1 0.01% Reduced
1039
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$265K -$37K 1 0% Reduced
1040
SOW
State of Wyoming
Wyoming
$264K -$247K 1 0.03% Reduced
1041
VWA
Visionary Wealth Advisors
Illinois
$262K +$184K 1 0.01% New
1042
EFA
Evernest Financial Advisors
Indiana
$262K +$184K 1 0.07% New
1043
Avior Wealth Management
Avior Wealth Management
Nebraska
$261K +$27.8K 1 0.01% Increased
1044
HUB Investment Partners
HUB Investment Partners
Texas
$260K +$182K 1 0.01% New
1045
RWM
Rockline Wealth Management
New York
$258K +$181K 1 0.05% New
1046
TDC
Thompson Davis & Co
Virginia
$258K $0 1 0.16% Maintained
1047
LTI
Laffer Tengler Investments
Tennessee
$258K +$238K 1 0.04% New
1048
KA
Kozak & Associates
Colorado
$257K $0 1 0.05% Maintained
1049
NB
NBT Bank
New York
$257K +$41.3K 1 0.02% Increased
1050
OFA
Oak Family Advisors
Illinois
$257K -$233K 1 0.06% Reduced