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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	Holocene Advisors New York	$29M	+$30.7M	1	0.09%	New
102	SCM Segra Capital Management Palm Beach, Florida	$28.2M	-$30.5M	1	10.71%	Reduced
103	Guardian Capital (Canada) Toronto, Ontario, Canada	$27.6M	-$406K	1	1.03%	Reduced
104	Picton Mahoney Asset Management Toronto, Ontario, Canada	$27M	+$26.9M	2	0.55%	New
105	FTCM First Trust Capital Management Chicago, Illinois	$26.8M	+$22.1M	2	2.04%	Increased
106	LMR Partners London, United Kingdom	$26.4M	+$28.1M	2	0.22%	New
107	Stifel Financial St. Louis, Missouri	$26.1M	+$4.33M	3	0.03%	Increased
108	SAM Scopus Asset Management New York	$26M	+$15.1M	2	0.62%	Increased
109	Exchange Traded Concepts Oklahoma City, Oklahoma	$26M	+$19.8M	3	0.52%	Increased
110	GAI General American Investors New York	$25.9M	$0	1	1.8%	Maintained
111	PHAM Pacific Heights Asset Management San Francisco, California	$25.7M	$0	1	1.75%	Maintained
112	Canada Life Winnipeg, Manitoba, Canada	$25.1M	-$7.65M	1	0.04%	Reduced
113	DLP De Lisle Partners Poole, United Kingdom	$24.8M	+$545K	1	3.64%	Increased
114	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$24.2M	-$3.4M	1	0.02%	Reduced
115	Pinnacle Associates New York	$24.2M	-$1.64M	1	0.33%	Reduced
116	Nikko Asset Management Americas New York	$24.1M	-$3.39M	1	0.26%	Reduced
117	Millennium Management New York	$24M	-$74.1M	5	0.01%	Reduced
118	INTECH Investment Management West Palm Beach, Florida	$23.9M	+$7.83M	2	0.23%	Increased
119	Focus Partners Wealth Boston, Massachusetts	$23.6M	-$17.1M	3	0.06%	Reduced
120	Moore Capital Management New York	$23.4M	-$31.1M	3	0.27%	Reduced
121	C Chescapmanager Baltimore, Maryland	$23.3M	$0	1	2.51%	Maintained
122	Arrowstreet Capital Boston, Massachusetts	$22.8M	+$26.3M	1	0.02%	New
123	Citizens Financial Group Providence, Rhode Island	$22.4M	+$3.88M	1	0.44%	Increased
124	Two Sigma Investments New York	$22M	+$11.4M	5	0.05%	Increased
125	ACM Arosa Capital Management Miami Beach, Florida	$21.6M	+$10.2M	2	8.67%	Increased