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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	Nikko Asset Management Americas New York	$25.3M	-$1.28M	1	0.29%	Reduced
102	Horizon Kinetics Asset Management New York	$24.7M	-$61K	1	0.37%	Reduced
103	Tiger Global Management New York	$24.7M	$0	1	0.11%	Maintained
104	GAI General American Investors New York	$24.1M	$0	1	1.66%	Maintained
105	PHAM Pacific Heights Asset Management San Francisco, California	$23.9M	$0	1	1.77%	Maintained
106	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$23.6M	+$6.59M	1	0.06%	Increased
107	State Street Boston, Massachusetts	$23.3M	+$2.54M	4	0%	Increased
108	DLP De Lisle Partners Poole, United Kingdom	$22.6M	+$1.79M	1	3.66%	Increased
109	Alyeska Investment Group Chicago, Illinois	$22.4M	+$13.2M	1	0.11%	Increased
110	Wells Fargo San Francisco, California	$22.2M	-$12.3M	4	0.01%	Reduced
111	C Chescapmanager Baltimore, Maryland	$21.7M	+$436K	1	2.29%	Increased
112	Pinnacle Associates New York	$21.6M	+$1.01M	1	0.37%	Increased
113	Northern Trust Chicago, Illinois	$20.9M	+$2.36M	4	0%	Increased
114	D.E. Shaw & Co New York	$20.6M	+$11.3M	4	0.02%	Increased
115	Raymond James & Associates St Petersburg, Florida	$20.4M	+$1.34M	3	0.01%	Increased
116	Barclays London, United Kingdom	$20.3M	+$14.3M	4	0.01%	Increased
117	CC Cadinha & Co Honolulu, Hawaii	$20M	+$3.37M	1	3.43%	Increased
118	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$19.8M	-$11.1M	1	2.27%	Reduced
119	Stifel Financial St. Louis, Missouri	$19.5M	-$3.07M	3	0.02%	Reduced
120	Dimensional Fund Advisors Austin, Texas	$19.3M	-$4.87M	1	0%	Reduced
121	AQR Arbitrage Greenwich, Connecticut	$19.1M	+$19.1M	1	0.41%	New
122	MUFG Securities (Canada) New York	$18.5M	+$6.81M	1	0.83%	Increased
123	KC Kepos Capital New York	$18.4M	+$18.4M	1	8.06%	New
124	ARK Investment Management St. Petersburg, Florida	$18.1M	+$6.56M	2	0.17%	Increased
125	Gabelli Funds Rye, New York	$18.1M	-$68.3K	1	0.13%	Reduced