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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
26	ALPS Advisors Denver, Colorado	$387M	-$63.9M	5	1.82%	Reduced
27	CIBC World Market Toronto, Ontario, Canada	$354M	-$30.3M	1	0.57%	Reduced
28	UBS Group Zurich, Switzerland	$334M	+$134M	10	0.04%	Increased
29	Amundi Paris, France	$306M	+$31M	3	0.07%	Increased
30	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$302M	-$95.5M	1	0.57%	Reduced
31	Caledonia Investments (Australia) Sydney NSW, Australia	$294M	-$56.7M	1	10.05%	Reduced
32	Mackenzie Financial Toronto Ontario, Ontario, Canada	$283M	+$74.1M	1	0.28%	Increased
33	SCM Segra Capital Management Palm Beach, Florida	$279M	+$375M	2	56.22%	Increased
34	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$276M	-$17.3M	5	0.21%	Reduced
35	Legal & General Group London, United Kingdom	$271M	-$15.7M	6	0.06%	Reduced
36	CIBC Asset Management Toronto, Ontario, Canada	$269M	-$110M	3	0.59%	Reduced
37	D.E. Shaw & Co New York	$269M	+$202M	4	0.13%	Increased
38	T. Rowe Price Associates Baltimore, Maryland	$267M	+$77.5M	5	0.03%	Increased
39	AGF Management Toronto, Ontario, Canada	$266M	+$13.3M	1	1.03%	Increased
40	AM Ares Management Los Angeles, California	$254M	+$358M	1	11.08%	New
41	P3I Progeny 3 Inc Kirkland, Washington	$241M	+$2.24M	1	12.44%	Increased
42	Wellington Management Group Boston, Massachusetts	$228M	+$16.6M	2	0.04%	Increased
43	State Street Boston, Massachusetts	$226M	-$7.26M	7	0.01%	Reduced
44	Bank of New York Mellon New York	$202M	+$26.1M	6	0.03%	Increased
45	1832 Asset Management Toronto, Ontario, Canada	$199M	+$103M	3	0.1%	Increased
46	Victory Capital Management San Antonio, Texas	$196M	-$16.8M	4	0.11%	Reduced
47	Vanguard Global Advisers Malvern, Pennsylvania	$193M	+$12.8M	7	0.09%	Increased
48	Marex Group London,	$193M	+$76.3M	4	0.82%	Increased
49	William Blair Investment Management Chicago, Illinois	$189M	+$19.8M	1	0.57%	Increased
50	Swiss National Bank Zurich, Switzerland	$166M	-$5.76M	5	0.09%	Reduced