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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
126	Stifel Financial St. Louis, Missouri	$14.1M	-$691K	1	0.02%	Reduced
127	BCM Bienville Capital Management New York	$14.1M	$0	1	3.84%	Maintained
128	CC Cadinha & Co Honolulu, Hawaii	$14M	+$13.6M	1	2.23%	New
129	ARK Investment Management St. Petersburg, Florida	$13.9M	-$664K	1	0.08%	Reduced
130	Artemis Investment Management Edinburgh, United Kingdom	$13.8M	-$6.14M	1	0.2%	Reduced
131	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$13.5M	-$4.14M	1	0.44%	Reduced
132	Wells Fargo San Francisco, California	$12.4M	+$264K	2	0%	Increased
133	SLG Stanley-Laman Group Berwyn, Pennsylvania	$12.1M	-$399K	1	1.86%	Reduced
134	CP Cumberland Partners Toronto, Ontario, Canada	$12.1M	+$242K	1	1.11%	Increased
135	Janus Henderson Group London,	$12M	-$7.99M	1	0.01%	Reduced
136	BNP Paribas Financial Markets Paris, France	$12M	+$2.63M	1	0.01%	Increased
137	Federated Hermes Pittsburgh, Pennsylvania	$11.9M	+$3.41M	1	0.03%	Increased
138	APG Asset Management Amsterdam, Netherlands	$11.6M	+$492K	1	0.02%	Increased
139	Swedbank Stockholm, Sweden	$11.5M	$0	1	0.02%	Maintained
140	MI MMCAP International Grand Cayman, Cayman Islands	$11.5M	$0	1	2.1%	Maintained
141	Bridgewater Associates Westport, Connecticut	$10.9M	-$2.15M	1	0.06%	Reduced
142	State of Tennessee, Department of Treasury Nashville, Tennessee	$10.9M	$0	1	0.04%	Maintained
143	Cowen and Company New York	$10.8M	+$10.6M	1	0.71%	New
144	Aviva London, United Kingdom	$10.7M	+$1.58M	1	0.04%	Increased
145	Russell Investments Group London, United Kingdom	$10.6M	-$3.25M	1	0.02%	Reduced
146	Northern Trust Chicago, Illinois	$10.5M	+$688K	2	0%	Increased
147	MIM Merrion Investment Management Cranford, New Jersey	$10.3M	+$41.8K	1	8.11%	Increased
148	Two Sigma Advisers New York	$10.3M	+$10M	1	0.02%	New
149	Hillsdale Investment Management Toronto, Ontario, Canada	$9.18M	+$8.9M	1	0.75%	New
150	Raymond James Financial Services Advisors St. Petersburg, Florida	$9.12M	+$1.01M	2	0.01%	Increased