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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	Pinnacle Associates New York	$17M	-$540K	1	0.29%	Reduced
102	AGF Management Toronto, Ontario, Canada	$16.3M	+$1.71M	1	0.12%	Increased
103	KCM Kingdon Capital Management New York	$16M	+$14.3M	1	1.51%	New
104	PointState Capital New York	$15.7M	$0	1	0.38%	Maintained
105	PHAM Pacific Heights Asset Management San Francisco, California	$15.7M	$0	1	1.42%	Maintained
106	Adage Capital Partners Boston, Massachusetts	$15.6M	-$1.17M	1	0.03%	Reduced
107	Dimensional Fund Advisors Austin, Texas	$15.6M	+$188K	1	0.01%	Increased
108	Schonfeld Strategic Advisors New York	$14.9M	+$12.3M	1	0.13%	Increased
109	OWIM Old West Investment Management Los Angeles, California	$14.9M	-$800K	1	7.8%	Reduced
110	PHS Pekin Hardy Strauss Chicago, Illinois	$14.7M	-$770K	2	1.62%	Reduced
111	AQR Arbitrage Greenwich, Connecticut	$14.5M	-$1.07M	1	0.63%	Reduced
112	Marshall Wace London, United Kingdom	$14.5M	-$22.2M	1	0.03%	Reduced
113	ACM Azarias Capital Management Berwyn, Pennsylvania	$14.4M	-$1.19M	1	12.04%	Reduced
114	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$14.2M	-$8.62M	1	0.02%	Reduced
115	Wells Fargo San Francisco, California	$14M	-$342K	2	0%	Reduced
116	Weiss Multi-Strategy Advisers New York	$13.8M	+$12.4M	1	0.28%	New
117	VanEck Associates New York	$13.6M	+$3.95M	2	0.03%	Increased
118	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$13.3M	$0	1	0.02%	Maintained
119	JGC J. Goldman & Co New York	$13.2M	-$12.8M	1	0.48%	Reduced
120	Moore Capital Management New York	$12.9M	-$4.76M	3	0.22%	Reduced
121	CWA Asset Management Group Naples, Florida	$12.7M	+$3.63M	1	0.87%	Increased
122	Scotia Capital Toronto, Ontario, Canada	$12.6M	-$499K	1	0.09%	Reduced
123	TC Tejara Capital London, United Kingdom	$11.6M	-$177K	1	5.73%	Reduced
124	Gabelli Funds Rye, New York	$11.5M	+$77.3K	1	0.09%	Increased
125	Vident Investment Advisory Alpharetta, Georgia	$11.1M	+$265K	1	0.38%	Increased