← All themes Nuclear Energy

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
Pinnacle Associates
New York
$23.5M -$558K 1 0.37% Reduced
102
C
Chescapmanager
Maryland
$21.8M +$14.4M 1 1.75% Increased
103
LHCM
Lloyd Harbor Capital Management
New York
$21.7M +$12.2M 1 13.29% Increased
104
DLP
De Lisle Partners
United Kingdom
$21.2M $0 1 4.64% Maintained
105
FFM
Fullerton Fund Management
Singapore
$21.1M +$4.4M 1 0.95% Increased
106
State Street
State Street
Massachusetts
$20.8M +$6.42M 3 0% Increased
107
NZS Capital
NZS Capital
Colorado
$20M +$428K 1 0.82% Increased
108
Raymond James & Associates
Raymond James & Associates
Florida
$19.5M -$1.02M 2 0.01% Reduced
109
Gabelli Funds
Gabelli Funds
New York
$18.7M -$13.1K 1 0.14% Reduced
110
Northern Trust
Northern Trust
Illinois
$18.7M +$1.49M 3 0% Increased
111
Nomura Holdings
Nomura Holdings
Japan
$17.9M +$16.5M 2 0.03% Increased
112
PHS
Pekin Hardy Strauss
Illinois
$17.6M -$2.98M 1 2.41% Reduced
113
Gratus Capital
Gratus Capital
Georgia
$17.4M +$19.8M 2 0.7% New
114
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17M +$7.18M 1 0.23% Increased
115
CC
Cadinha & Co
Hawaii
$16.8M +$620K 1 3.12% Increased
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.8M -$11.1M 1 0.05% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$16.8M +$8.98M 1 0.04% Increased
118
Canoe Financial
Canoe Financial
Alberta, Canada
$15.7M $0 1 0.29% Maintained
119
Two Sigma Investments
Two Sigma Investments
New York
$15.1M +$13M 2 0.03% Increased
120
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$14.8M -$507K 1 0.18% Reduced
121
Marshall Wace
Marshall Wace
United Kingdom
$14.7M -$27.3M 1 0.02% Reduced
122
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$14.4M +$7.61M 1 0.03% Increased
123
BCM
Bienville Capital Management
New York
$13.6M $0 1 3.26% Maintained
124
Allianz Asset Management
Allianz Asset Management
Germany
$13.4M +$7.38M 1 0.02% Increased
125
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$13.3M -$15.3M 1 0.02% Reduced