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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	CIBC Asset Management Toronto, Ontario, Canada	$7.26M	+$530K	1	0.03%	Increased
102	HSBC Holdings London, United Kingdom	$7.13M	-$1.26M	1	0.01%	Reduced
103	Highbridge Capital Management New York	$7.09M	+$7.12M	1	0.19%	New
104	Crawford Investment Counsel Atlanta, Georgia	$6.8M	-$60.8K	1	0.14%	Reduced
105	MAM Majedie Asset Management London, United Kingdom	$6.54M	-$31.6K	1	0.49%	Reduced
106	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.4M	-$5.54K	1	0.03%	Reduced
107	Wells Fargo San Francisco, California	$6.39M	-$3.07M	1	0%	Reduced
108	Raymond James & Associates St Petersburg, Florida	$6.31M	-$62.2K	1	0.01%	Reduced
109	ROC Robertson Opportunity Capital Dallas, Texas	$6.08M	-$1.27M	1	2.83%	Reduced
110	EP Edgestream Partners Princeton, New Jersey	$6.01M	-$2.96M	1	0.37%	Reduced
111	MI MMCAP International Grand Cayman, Cayman Islands	$5.9M	+$5.92M	1	0.41%	New
112	Caption Management Oklahoma City, Oklahoma	$5.87M	+$4.74M	1	0.07%	Increased
113	SRCM Sage Rock Capital Management New York	$5.76M	+$5.78M	1	0.86%	New
114	PHS Pekin Hardy Strauss Chicago, Illinois	$5.7M	+$203K	1	0.81%	Increased
115	Madison Asset Management Madison, Wisconsin	$5.35M	+$874K	1	0.07%	Increased
116	Intact Investment Management Montreal, Quebec, Canada	$5.31M	+$3.67M	1	0.15%	New
117	CP Cumberland Partners Toronto, Ontario, Canada	$5.25M	+$1.23M	1	0.43%	Increased
118	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.04M	-$7.32M	1	0.03%	Reduced
119	UBS O'Connor Chicago, Illinois	$4.93M	+$4.95M	1	0.04%	New
120	Balyasny Asset Management Chicago, Illinois	$4.92M	+$4.93M	1	0.02%	New
121	Castle Hook Partners New York	$4.92M	+$4.93M	1	0.18%	New
122	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$4.92M	+$4.93M	1	0.01%	New
123	CH CVI Holdings Wilmington, Delaware	$4.91M	+$4.93M	1	0.3%	New
124	Stifel Financial St. Louis, Missouri	$4.87M	-$186K	1	0.01%	Reduced
125	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.79M	-$188K	1	2.7%	Reduced