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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	Massachusetts Financial Services Boston, Massachusetts	$36.4M	-$8.95M	1	0.02%	Reduced
27	Soros Fund Management New York	$33.9M	$0	1	0.37%	Maintained
28	HGI Hansberger Global Investors Ft Lauderdale, Florida	$32.9M	-$2.87M	1	6.31%	Reduced
29	Bank of Nova Scotia Toronto, Ontario, Canada	$32.9M	-$630K	1	0.17%	Reduced
30	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$31.5M	+$2.57M	1	0.19%	Increased
31	I.G. Investment Management Winnipeg, Manitoba, Canada	$29.6M	-$5.09M	1	0.11%	Reduced
32	Morgan Stanley New York	$29.1M	+$20.4M	1	0.01%	Increased
33	Legal & General Group London, United Kingdom	$29M	+$274K	1	0.04%	Increased
34	TAM Taylor Asset Management Toronto, Ontario, Canada	$28.1M	-$3.56M	1	3.65%	Reduced
35	Invesco Atlanta, Georgia	$26.1M	-$5.12M	1	0.01%	Reduced
36	Russell Frank Company Seattle, Washington	$25.7M	-$10.4M	1	0.05%	Reduced
37	Tocqueville Asset Management New York	$24.8M	+$2.93M	1	0.31%	Increased
38	JP Morgan Chase New York	$23.7M	+$36.1K	1	0.01%	Increased
39	Swiss National Bank Zurich, Switzerland	$23.2M	+$231K	1	0.1%	Increased
40	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$23.1M	-$162K	1	0.56%	Reduced
41	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$19.7M	-$1.47M	1	0.15%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19.3M	-$96.3K	1	0.04%	Reduced
43	PHAM Pacific Heights Asset Management San Francisco, California	$18.9M	-$58.2M	1	0.51%	Reduced
44	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$18.6M	-$2.03M	1	0.17%	Reduced
45	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17.6M	+$19M	1	0.23%	New
46	GRP Geologic Resource Partners Boston, Massachusetts	$17.3M	-$4.45M	1	10.21%	Reduced
47	Northern Trust Company of Connecticut Stamford, Connecticut	$14.7M	-$273K	1	0.1%	Reduced
48	OppenheimerFunds New York	$14.2M	+$3.01M	1	0.01%	Increased
49	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.1M	+$642K	1	0.02%	Increased
50	Addenda Capital Montreal, Quebec, Canada	$11.9M	+$7.26M	1	1.1%	Increased