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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	$7.82M	+$546K	1	0.03%	Increased
102	ED Exane Derivatives Paris, France	$7.66M	+$6.68M	1	1.85%	Increased
103	National Bank of Canada Montreal, Quebec, Canada	$7.56M	+$8.41M	1	0.03%	New
104	ArrowMark Colorado Holdings Denver, Colorado	$7.46M	+$4.04M	1	0.06%	Increased
105	Scotia Capital Toronto, Ontario, Canada	$7.26M	+$3.22M	1	0.05%	Increased
106	HSBC Holdings London, United Kingdom	$7.01M	-$164K	1	0.01%	Reduced
107	Intact Investment Management Montreal, Quebec, Canada	$6.69M	+$1.2M	1	0.17%	Increased
108	LPU Lansdowne Partners (UK) London, United Kingdom	$6.66M	+$2.95M	1	0.4%	Increased
109	TD Waterhouse Canada Toronto, Ontario, Canada	$6.5M	+$4.49M	1	0.06%	New
110	Crawford Investment Counsel Atlanta, Georgia	$6.41M	-$470K	1	0.12%	Reduced
111	CP Cumberland Partners Toronto, Ontario, Canada	$6.36M	+$1.21M	1	0.45%	Increased
112	Raymond James & Associates St Petersburg, Florida	$6.29M	-$60.3K	1	0.01%	Reduced
113	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.21M	-$253K	1	0.02%	Reduced
114	EP Edgestream Partners Princeton, New Jersey	$6.2M	+$187K	1	0.39%	Increased
115	KC Kepos Capital New York	$6.16M	+$1.54M	1	0.51%	Increased
116	ROC Robertson Opportunity Capital Dallas, Texas	$6.11M	$0	1	2.79%	Maintained
117	MI MMCAP International Grand Cayman, Cayman Islands	$5.91M	$0	1	0.37%	Maintained
118	FTCM Fir Tree Capital Management New York	$5.91M	-$1.98M	1	0.16%	Reduced
119	Point72 Asset Management Stamford, Connecticut	$5.89M	+$6.53M	1	0.02%	Increased
120	PHS Pekin Hardy Strauss Chicago, Illinois	$5.86M	+$161K	1	0.79%	Increased
121	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$5.77M	+$939K	2	0.01%	Increased
122	SRCM Sage Rock Capital Management New York	$5.77M	$0	1	0.86%	Maintained
123	Group One Trading Chicago, Illinois	$5.66M	+$6.27M	1	0%	New
124	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.64M	+$1M	1	0.66%	Increased
125	Fidelity International Hamilton, Bermuda	$5.43M	-$3.41M	1	0.01%	Reduced