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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	PHS Pekin Hardy Strauss Chicago, Illinois	$18M	+$1.55M	1	2.46%	Increased
102	Raymond James & Associates St Petersburg, Florida	$17.9M	+$828K	2	0.01%	Increased
103	Fred Alger Management New York	$17.7M	+$2.36M	1	0.09%	Increased
104	NZS Capital Denver, Colorado	$17.2M	+$1.25M	1	0.71%	Increased
105	FBCM Fort Baker Capital Management Larkspur, California	$17M	-$11.1M	1	2.31%	Reduced
106	Stifel Financial St. Louis, Missouri	$16.7M	+$2.49M	1	0.02%	Increased
107	Gabelli Funds Rye, New York	$16.5M	-$17.6K	1	0.12%	Reduced
108	Canoe Financial Calgary, Alberta, Canada	$15.7M	-$36.3M	1	0.26%	Reduced
109	D.E. Shaw & Co New York	$15.4M	-$48.2M	2	0.01%	Reduced
110	APG Asset Management Amsterdam, Netherlands	$15.4M	+$3.82M	1	0.03%	Increased
111	CWA Asset Management Group Naples, Florida	$15.1M	-$880K	1	0.92%	Reduced
112	Bridgewater Associates Westport, Connecticut	$15M	+$4.13M	1	0.08%	Increased
113	Qube Research & Technologies (QRT) London, United Kingdom	$15M	-$8.8M	2	0.02%	Reduced
114	FFM Fullerton Fund Management Singapore	$14.8M	+$7.52M	1	0.7%	Increased
115	SCM Segra Capital Management Palm Beach, Florida	$14.7M	+$14.9M	1	11.25%	New
116	CC Cadinha & Co Honolulu, Hawaii	$14.3M	+$230K	1	2.46%	Increased
117	MFS Mirabella Financial Services London, United Kingdom	$13.8M	+$14M	1	1%	New
118	ArrowMark Colorado Holdings Denver, Colorado	$13.5M	-$3.01M	1	0.15%	Reduced
119	Wells Fargo San Francisco, California	$13.5M	+$220K	2	0%	Increased
120	Northern Trust Chicago, Illinois	$13.2M	+$1.69M	2	0%	Increased
121	HSBC Holdings London, United Kingdom	$12.6M	+$3.37M	2	0.01%	Increased
122	BCM Bienville Capital Management New York	$12M	-$2.25M	1	3.65%	Reduced
123	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$12M	-$1.61M	1	0.36%	Reduced
124	CP Cumberland Partners Toronto, Ontario, Canada	$11.7M	-$742K	1	0.85%	Reduced
125	Federated Hermes Pittsburgh, Pennsylvania	$11.6M	-$418K	1	0.03%	Reduced