← 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
PIC
Portland Investment Counsel
Ontario, Canada
$46.3M -$1.46M 3 13.61% Reduced
102
Jennison Associates
Jennison Associates
New York
$45.7M +$442K 1 0.03% Increased
103
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.2M -$5.52M 4 0.03% Reduced
104
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$44.5M -$10.9M 4 0.11% Reduced
105
Vident Advisory
Vident Advisory
Georgia
$43.9M -$1.52M 1 0.49% Reduced
106
SG
Sourcerock Group
Colorado
$43.2M +$31.1M 1 2.25% New
107
Caxton Associates (UK)
Caxton Associates (UK)
$43.1M +$30.4M 1 1.09% Increased
108
Stifel Financial
Stifel Financial
Missouri
$43.1M +$740K 4 0.04% Increased
109
INTECH Investment Management
INTECH Investment Management
Florida
$42.7M +$251K 4 0.4% Increased
110
SCI
S&CO Inc
Massachusetts
$42.4M -$254K 1 2.72% Reduced
111
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$39.3M -$1.7M 1 0.02% Reduced
112
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$38.9M -$1.75M 1 0.39% Reduced
113
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$38.9M -$5.19M 1 0.98% Reduced
114
Barclays
Barclays
United Kingdom
$38.5M -$980K 4 0.01% Reduced
115
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$37.8M +$27.2M 1 0.57% New
116
HighTower Advisors
HighTower Advisors
Illinois
$37.5M -$8.09M 4 0.05% Reduced
117
PHAM
Pacific Heights Asset Management
California
$37.1M $0 1 1.98% Maintained
118
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.9M +$26.5M 1 0.07% New
119
DLP
De Lisle Partners
United Kingdom
$36.8M +$675K 1 5.19% Increased
120
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$36.4M +$25.1M 1 0.97% New
121
Twin Tree Management
Twin Tree Management
Texas
$36.3M +$26M 1 0.07% Increased
122
Rathbones Group
Rathbones Group
United Kingdom
$35.5M +$1.44M 1 0.15% Increased
123
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.2M +$13.9M 5 0.05% Increased
124
LHCM
Lloyd Harbor Capital Management
New York
$34.3M +$1.07M 1 22.52% Increased
125
Renaissance Technologies
Renaissance Technologies
New York
$34.3M -$27.3M 2 0.05% Reduced