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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	Canada Life Winnipeg, Manitoba, Canada	$26.6M	-$5.58M	1	0.1%	Reduced
27	Guardian Capital (Canada) Toronto, Ontario, Canada	$23.8M	+$755K	1	0.45%	Increased
28	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$23.6M	+$25.7M	1	0.3%	Increased
29	BlackRock Group London, United Kingdom	$23.4M	+$405K	1	0.01%	Increased
30	GC GMT Capital Atlanta, Georgia	$22.1M	$0	1	0.56%	Maintained
31	Swiss National Bank Zurich, Switzerland	$21.3M	+$2.29M	1	0.05%	Increased
32	Bank of America Charlotte, North Carolina	$20.3M	+$14.8M	1	0.01%	Increased
33	KL KGH Ltd Nassau, Bahamas	$19.5M	+$9.51M	1	1.57%	Increased
34	GAI General American Investors New York	$19.1M	+$676K	1	1.73%	Increased
35	Legal & General Group London, United Kingdom	$19.1M	+$1.03M	1	0.02%	Increased
36	Millennium Management New York	$18.5M	+$2.41M	1	0.04%	Increased
37	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.4M	+$16.3M	1	0.02%	Increased
38	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$17M	+$19M	1	2.24%	New
39	Dimensional Fund Advisors Austin, Texas	$16.1M	+$4.89M	1	0.01%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$15.4M	-$241K	1	0.01%	Reduced
41	Bank of Nova Scotia Toronto, Ontario, Canada	$15.3M	-$4.69M	1	0.08%	Reduced
42	Fidelity Investments Boston, Massachusetts	$15.1M	+$112K	1	0%	Increased
43	AQR Capital Management Greenwich, Connecticut	$14.6M	+$5.48M	1	0.03%	Increased
44	Northern Trust Chicago, Illinois	$13.5M	+$364K	1	0%	Increased
45	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.1M	-$1.5M	1	0.12%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.7M	-$139K	1	0.02%	Reduced
47	Hillhouse Investment Management Grand Cayman, Cayman Islands	$12.5M	$0	1	0.25%	Maintained
48	Allianz Asset Management Munich, Germany	$11.9M	-$3.11M	1	0.01%	Reduced
49	Wells Fargo San Francisco, California	$11.7M	+$6.35M	1	0%	Increased
50	Goldman Sachs New York	$11.6M	+$6.83M	1	0%	Increased