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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
1051	CWM Connecticut Wealth Management Farmington, Connecticut	$269K	$0	1	0.01%	Maintained
1052	Fulton Bank Lancaster, Pennsylvania	$269K	$0	1	0.01%	Maintained
1053	Gateway Investment Advisers Cincinnati, Ohio	$268K	+$295K	1	0%	New
1054	WE Wealth Effects Boston, Massachusetts	$268K	+$183K	1	0.07%	Increased
1055	Boston Partners Boston, Massachusetts	$268K	$0	1	0%	Maintained
1056	Avior Wealth Management Omaha, Nebraska	$267K	-$10.8K	1	0.01%	Reduced
1057	TIM Thompson Investment Management Madison, Wisconsin	$265K	$0	1	0.03%	Maintained
1058	EPW Evolve Private Wealth Los Angeles, California	$265K	+$316K	1	0.02%	New
1059	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$263K	+$17.4K	3	0.1%	Increased
1060	BOC Bull Oak Capital San Diego, California	$262K	$0	1	0.09%	Maintained
1061	COFSG Carbahal Olsen Financial Services Group Davis, California	$262K	$0	1	0.18%	Maintained
1062	KA KLCM Advisors Milwaukee, Wisconsin	$262K	$0	1	0.02%	Maintained
1063	NFG Northbridge Financial Group Tampa, Florida	$262K	$0	1	0.1%	Maintained
1064	WAM Wakefield Asset Management Englewood, Colorado	$262K	$0	1	0.06%	Maintained
1065	EL Essex LLC Deer Park, Illinois	$262K	+$624	1	0.04%	Increased
1066	RS R Squared Central, Hong Kong	$261K	+$132K	1	0.14%	Increased
1067	NW Naviter Wealth Little Rock, Arkansas	$259K	-$224	1	0.02%	Reduced
1068	Coldstream Capital Management Bellevue, Washington	$259K	-$552K	1	0%	Reduced
1069	NB NBT Bank Norwich, New York	$259K	+$12.2K	2	0.02%	Increased
1070	WFA Wellspring Financial Advisors Cleveland, Ohio	$259K	+$50.2K	1	0.02%	Increased
1071	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$257K	+$307K	1	0.17%	New
1072	BCG BayBridge Capital Group Pleasanton, California	$257K	-$57.3K	1	0.13%	Reduced
1073	AAG Accordant Advisory Group Annapolis, Maryland	$257K	-$146K	2	0.17%	Reduced
1074	VC VarCov Co Darien, Connecticut	$256K	+$25.3K	1	0.1%	Increased
1075	Johnson Investment Counsel Cincinnati, Ohio	$255K	-$277K	1	0%	Reduced