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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	Capital Research Global Investors Los Angeles, California	$48.5M	+$8.19M	1	0.01%	Increased
102	ARK Investment Management St. Petersburg, Florida	$48.4M	+$10.4M	2	0.32%	Increased
103	PIC Portland Investment Counsel Burlington, Ontario, Canada	$48.4M	-$14.8M	3	14.56%	Reduced
104	Caxton Associates (UK) London,	$48M	-$3.38M	1	0.94%	Reduced
105	Stifel Financial St. Louis, Missouri	$46.8M	+$1.7M	4	0.04%	Increased
106	Vident Advisory Alpharetta, Georgia	$46.8M	+$2.06M	1	0.43%	Increased
107	PHAM Pacific Heights Asset Management San Francisco, California	$45.7M	$0	1	1.71%	Maintained
108	Ghisallo Capital Management Boston, Massachusetts	$45.4M	+$44.2M	2	2.03%	Increased
109	Tidal Investments Milwaukee, Wisconsin	$45.1M	-$50.9M	4	0.11%	Reduced
110	Point72 Asset Management Stamford, Connecticut	$45M	+$47.2M	2	0.05%	Increased
111	Picton Mahoney Asset Management Toronto, Ontario, Canada	$44.2M	-$5.73M	1	0.34%	Reduced
112	iA Global Asset Management Quebec, Quebec, Canada	$44M	$0	1	0.56%	Maintained
113	Millennium Management New York	$43.4M	-$62.6M	7	0.02%	Reduced
114	DLP De Lisle Partners Poole, United Kingdom	$42.8M	-$2.7M	1	5.5%	Reduced
115	Canada Life Winnipeg, Manitoba, Canada	$42.4M	-$19M	1	0.07%	Reduced
116	Jennison Associates New York	$41.7M	-$6.16M	2	0.03%	Reduced
117	C Chescapmanager Baltimore, Maryland	$40.6M	$0	1	3.38%	Maintained
118	Weiss Asset Management Boston, Massachusetts	$38.2M	+$60.9M	1	0.5%	New
119	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$37.6M	-$3.76M	1	1.28%	Reduced
120	INTECH Investment Management West Palm Beach, Florida	$37.5M	-$10.3M	4	0.34%	Reduced
121	Aviva London, United Kingdom	$37.2M	+$7.1M	2	0.06%	Increased
122	GAI General American Investors New York	$35.6M	-$4.5M	1	2.01%	Reduced
123	HighTower Advisors Chicago, Illinois	$35.3M	-$102K	3	0.04%	Reduced
124	MSR Main Street Research Lakeville, Connecticut	$34.9M	+$1.57M	1	2%	Increased
125	Nikko Asset Management Americas New York	$34.7M	-$7.05M	1	0.4%	Reduced