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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	PHAM Pacific Heights Asset Management San Francisco, California	$19.8M	$0	1	1.88%	Maintained
102	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$19.8M	-$4.11M	1	0.2%	Reduced
103	Scout Investments Kansas City, Missouri	$19.7M	-$377K	1	0.45%	Reduced
104	Janus Henderson Group London,	$19.1M	-$5.77M	2	0.01%	Reduced
105	CWA Asset Management Group Naples, Florida	$19M	+$2.6M	1	1.4%	Increased
106	CU CQS (US) New York	$19M	-$4.46M	1	1.9%	Reduced
107	Jane Street New York	$18.5M	-$5.62M	3	0.01%	Reduced
108	Artemis Investment Management Edinburgh, United Kingdom	$18.5M	+$4.42M	1	0.26%	Increased
109	PointState Capital New York	$18.3M	-$1.38M	1	0.31%	Reduced
110	OWIM Old West Investment Management Los Angeles, California	$18.3M	-$470K	1	9.25%	Reduced
111	SCM Segra Capital Management Palm Beach, Florida	$17.8M	-$33.6M	1	12.8%	Reduced
112	Weiss Multi-Strategy Advisers New York	$17.8M	+$327K	1	0.42%	Increased
113	Sculptor Capital New York	$17.3M	+$15M	2	0.35%	Increased
114	Swedbank Stockholm, Sweden	$17.1M	$0	1	0.03%	Maintained
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$16.9M	$0	1	0.02%	Maintained
116	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$16.3M	-$6.12M	1	0.59%	Reduced
117	PA Pantechnicon Advisors London, United Kingdom	$16.1M	+$3.36M	1	6.94%	Increased
118	Caxton Associates (New York) New York	$15.9M	+$4.29M	1	2.19%	Increased
119	Bowen Hanes & Co Ponte Vedra Beach, Florida	$15.9M	+$14.1M	1	0.53%	New
120	Scotia Capital Toronto, Ontario, Canada	$15.7M	-$225K	1	0.11%	Reduced
121	KGI Kopernik Global Investors Tampa, Florida	$15.6M	-$49M	1	1.81%	Reduced
122	Adage Capital Partners Boston, Massachusetts	$15.5M	$0	1	0.04%	Maintained
123	Gabelli Funds Rye, New York	$15.4M	+$797K	1	0.13%	Increased
124	PHS Pekin Hardy Strauss Chicago, Illinois	$15.4M	-$2.82M	1	2.43%	Reduced
125	APG Asset Management Amsterdam, Netherlands	$15.3M	-$356K	1	0.03%	Reduced