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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	GC GMT Capital Atlanta, Georgia	$3.8M	-$4.53M	1	0.08%	Reduced
102	MTB Mizuho Trust & Banking Tokyo, Japan	$3.8M	-$452K	1	0.01%	Reduced
103	Intact Investment Management Montreal, Quebec, Canada	$3.8M	-$10.8M	1	0.17%	Reduced
104	SM Southport Management Wilson, Wyoming	$3.78M	$0	1	4.14%	Maintained
105	Aviva London, United Kingdom	$3.72M	+$164K	1	0.03%	Increased
106	PRC Platte River Capital Denver, Colorado	$3.63M	$0	1	0.49%	Maintained
107	BNP Paribas Financial Markets Paris, France	$3.62M	+$2.59M	1	0%	Increased
108	CS Central Securities New York	$3.44M	$0	1	0.74%	Maintained
109	RHJA Rice Hall James & Associates San Diego, California	$3.4M	-$36K	1	0.25%	Reduced
110	Meag Munich Ergo Munich, Germany	$3.29M	+$958K	1	0.24%	Increased
111	ACI AMP Capital Investors Sydney, Australia	$3.24M	+$1.56M	1	0.02%	Increased
112	PWP Private Wealth Partners Mill Valley, California	$3.17M	+$3.08M	1	0.75%	New
113	Credit Agricole Montrouge Cedex, France	$3.16M	+$1.69M	1	0.01%	Increased
114	D.E. Shaw & Co New York	$3.11M	+$912K	1	0%	Increased
115	Capital International Los Angeles, California	$3.01M	$0	1	0.19%	Maintained
116	Evergreen Capital Management Bellevue, Washington	$2.92M	+$164K	1	0.59%	Increased
117	SAM Shell Asset Management The Hague, Netherlands	$2.9M	+$163K	1	0.05%	Increased
118	AllianceBernstein Nashville, Tennessee	$2.86M	-$12.1M	1	0%	Reduced
119	Invesco Atlanta, Georgia	$2.85M	-$14M	1	0%	Reduced
120	Gulf International Bank (UK) London, United Kingdom	$2.79M	$0	1	0.05%	Maintained
121	VAM Verity Asset Management Durham, North Carolina	$2.58M	+$2.4M	1	2.65%	New
122	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$2.51M	-$206K	1	0.33%	Reduced
123	AQR Capital Management Greenwich, Connecticut	$2.34M	+$1.98M	1	0.01%	Increased
124	Group One Trading Chicago, Illinois	$2.27M	+$1.39M	1	0.04%	Increased
125	SCM Signia Capital Management Spokane, Washington	$2.16M	-$10.3K	1	0.78%	Reduced