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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	TGI Tradewinds Global Investors Los Angeles, California	$47.7M	-$31.6M	1	1.19%	Reduced
27	Bank of Nova Scotia Toronto, Ontario, Canada	$45.9M	-$1.13M	1	0.19%	Reduced
28	Allianz Asset Management Munich, Germany	$41.9M	-$7.67M	1	0.05%	Reduced
29	1832 Asset Management Toronto, Ontario, Canada	$41.4M	+$40.1M	1	0.14%	New
30	I.G. Investment Management Winnipeg, Manitoba, Canada	$41.3M	+$2.31M	1	0.15%	Increased
31	HGI Hansberger Global Investors Ft Lauderdale, Florida	$39.5M	-$8.45M	1	9.45%	Reduced
32	Fiera Capital (Canada) Montreal, Quebec, Canada	$38.1M	-$6.94M	1	0.29%	Reduced
33	Capital Guardian Trust Los Angeles, California	$37.9M	-$1.64M	1	0.26%	Reduced
34	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$36.5M	+$366K	1	0.23%	Increased
35	HCM Huber Capital Management El Segundo, California	$36M	+$35M	1	0.94%	New
36	Bank of America Charlotte, North Carolina	$36M	+$29.6M	1	0.01%	Increased
37	BlackRock Group London, United Kingdom	$35.5M	+$10.7M	1	0.02%	Increased
38	Legal & General Group London, United Kingdom	$35.1M	-$1.97M	1	0.04%	Reduced
39	DFO Duquesne Family Office New York	$32.7M	+$31.8M	1	3.69%	New
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$32.6M	+$14.9M	1	0.05%	Increased
41	JP Morgan Chase New York	$31.3M	+$6.71M	1	0.01%	Increased
42	Tocqueville Asset Management New York	$30.3M	-$5.24M	1	0.4%	Reduced
43	Swiss National Bank Zurich, Switzerland	$29M	-$261K	1	0.11%	Reduced
44	Russell Frank Company Seattle, Washington	$28.2M	-$3.58M	1	0.05%	Reduced
45	Susquehanna International Group Bala Cynwyd, Pennsylvania	$25.7M	+$7.44M	1	0.01%	Increased
46	TAM Taylor Asset Management Toronto, Ontario, Canada	$25.5M	+$1.28M	1	2.9%	Increased
47	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$24.9M	-$4.94M	1	0.64%	Reduced
48	Teachers Advisors New York	$24.4M	+$23.7M	1	0.05%	New
49	Northern Trust Chicago, Illinois	$23.2M	+$20.8M	1	0.01%	Increased
50	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$23.1M	-$2.56M	1	0.28%	Reduced