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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
101	Millennium Management New York	$66.1M	+$48M	6	0.02%	Increased
102	Covea Finance Paris, France	$64.7M	+$4.86M	1	2.04%	Increased
103	Driehaus Capital Management Chicago, Illinois	$64.6M	-$42.4M	1	0.37%	Reduced
104	Picton Mahoney Asset Management Toronto, Ontario, Canada	$64M	+$3.56M	1	0.47%	Increased
105	MUFG Securities (Canada) New York	$62.7M	-$3.36M	1	1.69%	Reduced
106	Bowen Hanes & Co Ponte Vedra Beach, Florida	$62.1M	$0	1	1.51%	Maintained
107	Vident Advisory Alpharetta, Georgia	$60M	+$5.22M	4	0.43%	Increased
108	Mirae Asset Global Investments Seoul, South Korea	$58.8M	+$28.7M	4	0.09%	Increased
109	DLP De Lisle Partners Poole, United Kingdom	$58.1M	$0	1	6.35%	Maintained
110	Canada Life Winnipeg, Manitoba, Canada	$58.1M	+$4.04M	1	0.09%	Increased
111	Cantor Fitzgerald New York	$57.1M	+$37.6M	1	0.61%	Increased
112	Capital Advisors Inc Tulsa, Oklahoma	$52.6M	-$476K	1	0.77%	Reduced
113	Defiance ETFs New York	$52.4M	-$181M	5	0.71%	Reduced
114	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$51.9M	-$16.8M	1	0.33%	Reduced
115	Cetera Investment Advisers Schaumburg, Illinois	$51.7M	+$7.74M	4	0.05%	Increased
116	Harvest Portfolios Group Oakville, Ontario, Canada	$51.4M	+$19.4M	1	0.72%	Increased
117	PHAM Pacific Heights Asset Management San Francisco, California	$50.9M	$0	1	1.61%	Maintained
118	WCM Investment Management Laguna Beach, California	$50.6M	+$16.3M	1	0.09%	Increased
119	Russell Investments Group London, United Kingdom	$49.5M	+$6.35M	5	0.04%	Increased
120	iA Global Asset Management Quebec, Quebec, Canada	$49.2M	-$63.8K	1	0.58%	Reduced
121	Stifel Financial St. Louis, Missouri	$48.8M	+$11.8M	4	0.04%	Increased
122	Eurizon Capital SGR SpA Milan,	$47.4M	+$33.1M	3	0.13%	Increased
123	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$46.7M	+$47.5M	1	0.12%	Increased
124	C Chescapmanager Baltimore, Maryland	$45.2M	$0	1	3.85%	Maintained
125	Aviva London, United Kingdom	$44.3M	-$6.98M	1	0.07%	Reduced