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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	Canada Life Winnipeg, Manitoba, Canada	$20.5M	-$8.1M	1	0.05%	Reduced
102	Trexquant Investment Stamford, Connecticut	$20M	+$19.4M	1	0.45%	New
103	ACM Azarias Capital Management Berwyn, Pennsylvania	$19.9M	-$2.24M	1	8.85%	Reduced
104	Capital Fund Management (CFM) Paris, France	$19.5M	+$18.9M	1	0.05%	New
105	Renaissance Technologies New York	$19.5M	+$4.23M	2	0.03%	Increased
106	Balyasny Asset Management Chicago, Illinois	$19.3M	+$18.7M	1	0.04%	New
107	PointState Capital New York	$19M	-$918K	1	0.46%	Reduced
108	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$18.4M	$0	1	0.02%	Maintained
109	Scotia Capital Toronto, Ontario, Canada	$17.7M	+$677K	1	0.11%	Increased
110	Magnetar Financial Evanston, Illinois	$17.5M	-$7.61M	1	0.44%	Reduced
111	Scout Investments Kansas City, Missouri	$17.4M	-$5.01M	1	0.44%	Reduced
112	Raymond James & Associates St Petersburg, Florida	$16.8M	+$5.89M	2	0.01%	Increased
113	Gabelli Funds Rye, New York	$16.4M	-$314K	1	0.13%	Reduced
114	Susquehanna International Group Bala Cynwyd, Pennsylvania	$16.4M	-$41.1M	3	0%	Reduced
115	PHS Pekin Hardy Strauss Chicago, Illinois	$16.4M	-$321K	1	2.3%	Reduced
116	ArrowMark Colorado Holdings Denver, Colorado	$16.4M	-$6.78M	1	0.18%	Reduced
117	Pictet Asset Management Carouge, Switzerland	$16.1M	+$5.27K	1	0.02%	Increased
118	CWA Asset Management Group Naples, Florida	$15.9M	-$4.58M	1	1.09%	Reduced
119	NZS Capital Denver, Colorado	$15.9M	+$7.26M	1	0.84%	Increased
120	AGF Management Toronto, Ontario, Canada	$15.6M	+$4.66M	1	0.09%	Increased
121	Munro Partners Melbourne, Australia	$15.3M	+$14.9M	1	0.69%	New
122	Fred Alger Management New York	$15.3M	+$2.47M	1	0.08%	Increased
123	OWIM Old West Investment Management Los Angeles, California	$14.7M	-$5.09M	1	7.54%	Reduced
124	1832 Asset Management Toronto, Ontario, Canada	$14.7M	-$1.58M	1	0.02%	Reduced
125	Caxton Associates (New York) New York	$14.2M	-$3.01M	1	0.73%	Reduced