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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
201	VCM Vennlight Capital Management Weston, Connecticut	$15.1M	-$3.51M	2	19.69%	Reduced
202	Mariner Overland Park, Kansas	$14.9M	+$1.83M	3	0.02%	Increased
203	CIC Canal Insurance Company Greenville, South Carolina	$14.7M	-$4.34M	4	3.14%	Reduced
204	Janus Henderson Group London,	$14.5M	-$7.24M	4	0.01%	Reduced
205	Caprock Group Boise, Idaho	$14.5M	+$15.6M	4	0.36%	New
206	Intact Investment Management Montreal, Quebec, Canada	$14.4M	-$3.38M	1	0.43%	Reduced
207	HCM Heights Capital Management San Francisco, California	$14.1M	-$309K	1	4.02%	Reduced
208	PC Permanens Capital New York	$14M	-$1.37M	1	2.08%	Reduced
209	MC Maplelane Capital New York	$13.6M	+$15.1M	1	0.33%	New
210	NAM NewGen Asset Management Toronto, Ontario, Canada	$13.2M	-$4.85M	1	3.54%	Reduced
211	NELSF NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands	$13.2M	-$4.85M	1	3.54%	Reduced
212	SLG Stanley-Laman Group Berwyn, Pennsylvania	$13M	-$1.7M	1	1.85%	Reduced
213	SONA Asset Management (US) New York	$12.8M	-$3.08M	2	0.31%	Reduced
214	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$12.7M	-$231K	2	0.79%	Reduced
215	KI Keystone Investors Singapore	$12.5M	+$11.6M	1	1.45%	New
216	FIM FWL Investment Management Dallas, Texas	$12.5M	-$256K	1	3.27%	Reduced
217	ArrowMark Colorado Holdings Denver, Colorado	$12.5M	-$8.26M	1	0.23%	Reduced
218	Wolverine Trading Chicago, Illinois	$12.4M	+$4.12M	3	0.01%	Increased
219	MML Investors Services Springfield, Massachusetts	$12.3M	-$235K	4	0.03%	Reduced
220	Janney Montgomery Scott Philadelphia, Pennsylvania	$12.2M	+$2.16M	4	0.03%	Increased
221	Moore Capital Management New York	$12.1M	+$2.06M	3	0.17%	Increased
222	Summit Financial Parsippany, New Jersey	$12M	+$1.49M	3	0.18%	Increased
223	LMR Partners London, United Kingdom	$11.9M	-$3.28M	1	0.05%	Reduced
224	RP Ravenswood Partners Mclean, Virginia	$11.9M	+$11M	1	3.75%	New
225	SG Americas Securities New York	$11.8M	+$4.96M	4	0.04%	Increased