← All themes Nuclear Energy

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
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$36.6M +$1.33M 1 0.13% Increased
27
KGI
Kopernik Global Investors
Florida
$36M +$23.6M 1 12.79% Increased
28
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33M -$29.6M 1 0.02% Reduced
29
JP Morgan Chase
JP Morgan Chase
New York
$31.9M +$5.42M 1 0.01% Increased
30
Allianz Asset Management
Allianz Asset Management
Germany
$30.9M -$5.32M 1 0.04% Reduced
31
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.8M -$515K 1 0.19% Reduced
32
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$30.4M -$9.53M 1 0.12% Reduced
33
Capital Guardian Trust
Capital Guardian Trust
California
$30.4M -$2.27M 1 0.21% Reduced
34
Legal & General Group
Legal & General Group
United Kingdom
$30.3M +$273K 1 0.04% Increased
35
PHAM
Pacific Heights Asset Management
California
$29.4M -$15.6M 1 1.07% Reduced
36
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.9M +$7.3M 1 0.01% Increased
37
Russell Frank Company
Russell Frank Company
Washington
$28.3M +$2.76M 1 0.05% Increased
38
DFO
Duquesne Family Office
New York
$28M $0 1 2% Maintained
39
HGI
Hansberger Global Investors
Florida
$27.7M -$6.5M 1 7.82% Reduced
40
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$26.4M -$6.64M 1 0.14% Reduced
41
Morgan Stanley
Morgan Stanley
New York
$25.5M -$19.5M 1 0.01% Reduced
42
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.3M -$657K 1 0.25% Reduced
43
Swiss National Bank
Swiss National Bank
Switzerland
$24.1M -$743K 1 0.09% Reduced
44
HCM
Huber Capital Management
California
$23.8M -$7.39M 1 0.61% Reduced
45
Teachers Advisors
Teachers Advisors
New York
$23M +$2.25M 1 0.05% Increased
46
TAM
Taylor Asset Management
Ontario, Canada
$22.9M +$1.15M 1 2.51% Increased
47
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.5M +$2.4M 1 0.23% Increased
48
GAI
General American Investors
New York
$20.6M +$5.21M 1 1.67% Increased
49
1832 Asset Management
1832 Asset Management
Ontario, Canada
$20.4M -$15.8M 1 0.06% Reduced
50
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.4M +$1.67M 1 0.14% Increased