← 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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$53.2M -$41.7M 1 0.08% Reduced
27
Fidelity Investments
Fidelity Investments
Massachusetts
$51.8M +$18.6M 1 0% Increased
28
Swiss National Bank
Swiss National Bank
Switzerland
$51.4M +$4.76M 1 0.03% Increased
29
Russell Investments Group
Russell Investments Group
United Kingdom
$50.3M -$17.8M 1 0.09% Reduced
30
Citigroup
Citigroup
New York
$50.2M -$4.71M 2 0.03% Reduced
31
Norges Bank
Norges Bank
Norway
$47.7M -$34.9M 1 0.01% Reduced
32
Empyrean Capital Partners
Empyrean Capital Partners
California
$47.3M +$10.7M 1 1.04% Increased
33
JP Morgan Chase
JP Morgan Chase
New York
$46.6M -$4.61M 1 0.01% Reduced
34
Goldman Sachs
Goldman Sachs
New York
$45.5M +$7.1M 1 0.01% Increased
35
TD Asset Management
TD Asset Management
Ontario, Canada
$45.2M -$438K 2 0.04% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$44.5M +$20.9M 1 0.02% Increased
37
Millennium Management
Millennium Management
New York
$43M +$4.37M 2 0.02% Increased
38
TPM
Triasima Portfolio Management
Quebec, Canada
$41.5M -$5.88M 1 2% Reduced
39
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.9M -$85.9M 1 0.2% Reduced
40
PEAK6 Investments
PEAK6 Investments
Illinois
$39.9M -$202K 2 0.08% Reduced
41
Tiger Global Management
Tiger Global Management
New York
$39M $0 1 0.15% Maintained
42
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.8M -$249K 1 0.02% Reduced
43
MCM
Moerus Capital Management
New York
$36.5M +$5.53M 1 10.11% Increased
44
SCP
SailingStone Capital Partners
Texas
$36.1M +$9.37M 1 7.53% Increased
45
BlackRock
BlackRock
New York
$36M -$3.35M 2 0% Reduced
46
Magnetar Financial
Magnetar Financial
Illinois
$34.6M -$702K 2 0.37% Reduced
47
Tocqueville Asset Management
Tocqueville Asset Management
New York
$34.5M -$55.1K 1 0.52% Reduced
48
Primecap Management
Primecap Management
California
$34.4M +$6.85M 1 0.03% Increased
49
Fidelity International
Fidelity International
Bermuda
$34.1M +$21.6M 1 0.03% Increased
50
Pendal Group
Pendal Group
Australia
$33.8M +$27.2M 1 0.28% New