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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$20.2M	-$315K	1	0.02%	Reduced
27	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$19.8M	+$14.4M	1	0.14%	Increased
28	Legal & General Group London, United Kingdom	$19.3M	+$1.82M	1	0.01%	Increased
29	Manning & Napier Group Fairport, New York	$18.7M	+$1.53M	1	0.2%	Increased
30	MCM Moerus Capital Management New York	$17.9M	-$6.29M	1	9.95%	Reduced
31	P3I Progeny 3 Inc Kirkland, Washington	$17.3M	$0	1	11.77%	Maintained
32	Swiss National Bank Zurich, Switzerland	$17.2M	+$1.34M	1	0.01%	Increased
33	Susquehanna International Group Bala Cynwyd, Pennsylvania	$16.7M	+$2.52M	1	0%	Increased
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.4M	+$1.84M	1	0.01%	Increased
35	D.E. Shaw & Co New York	$15.8M	+$3.01M	1	0.02%	Increased
36	YCM Yost Capital Management Houston, Texas	$14.9M	-$4.46M	1	12.71%	Reduced
37	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14.6M	+$13.6M	1	0.04%	Increased
38	Aristotle Capital Management Los Angeles, California	$13.4M	+$414K	1	0.04%	Increased
39	Artemis Investment Management Edinburgh, United Kingdom	$12.6M	+$12.2M	1	0.17%	New
40	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$12.3M	-$1.83M	1	0.15%	Reduced
41	Hillsdale Investment Management Toronto, Ontario, Canada	$11.5M	+$11.2M	1	1.05%	New
42	JP Morgan Chase New York	$11.1M	-$560K	1	0%	Reduced
43	Citigroup New York	$10.9M	-$4.09M	1	0.01%	Reduced
44	Jupiter Asset Management London, United Kingdom	$10.8M	-$8.51M	1	0.36%	Reduced
45	Bank of America Charlotte, North Carolina	$10.4M	-$11.9M	1	0%	Reduced
46	Canada Life Winnipeg, Manitoba, Canada	$9.33M	-$2.76M	1	0.02%	Reduced
47	Credit Suisse Zurich, Switzerland	$9.16M	-$699K	1	0.01%	Reduced
48	1832 Asset Management Toronto, Ontario, Canada	$8.48M	+$8.26M	1	0.03%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$8.37M	+$565K	1	0.01%	Increased
50	SEI Investments Oaks, Pennsylvania	$7.38M	-$602K	1	0.02%	Reduced