← 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
Man Group
Man Group
United Kingdom
$107M +$104M 1 0.3% New
27
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$100M +$19M 1 0.37% Increased
28
Norges Bank
Norges Bank
Norway
$99.5M -$3.25M 1 0.02% Reduced
29
Invesco
Invesco
Georgia
$96.6M -$36.2M 2 0.02% Reduced
30
Amundi
Amundi
France
$96.1M -$5.92M 1 0.04% Reduced
31
P3I
Progeny 3 Inc
Washington
$90.9M $0 1 11.27% Maintained
32
Citigroup
Citigroup
New York
$90.8M -$23.5M 3 0.06% Reduced
33
Two Sigma Investments
Two Sigma Investments
New York
$88.8M +$83.9M 3 0.2% Increased
34
Bank of New York Mellon
Bank of New York Mellon
New York
$86.5M -$18.1M 2 0.02% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$83M +$3.5M 2 0.03% Increased
36
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$77.4M +$769K 1 0.11% Increased
37
Wellington Management Group
Wellington Management Group
Massachusetts
$72.3M -$5.5M 1 0.01% Reduced
38
Geode Capital Management
Geode Capital Management
Massachusetts
$71.1M +$2.25M 2 0.01% Increased
39
VOYA Investment Management
VOYA Investment Management
Georgia
$69.2M +$37.6M 2 0.07% Increased
40
Millennium Management
Millennium Management
New York
$66.5M +$31.4M 3 0.03% Increased
41
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.3M +$2.32M 2 0.04% Increased
42
Goldman Sachs
Goldman Sachs
New York
$65.9M +$9.06M 2 0.01% Increased
43
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$64.6M -$830K 1 0.05% Reduced
44
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.1M +$14M 2 0.05% Increased
45
RCW
Rheos Capital Works
Japan
$61.2M +$56.4M 1 3.38% Increased
46
Primecap Management
Primecap Management
California
$61.1M -$385K 1 0.05% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$61.1M -$1.71M 2 0.04% Reduced
48
TD Asset Management
TD Asset Management
Ontario, Canada
$60.2M -$4.55M 1 0.06% Reduced
49
DFO
Duquesne Family Office
New York
$57.4M +$19.4M 1 1.71% Increased
50
TAM
Telemark Asset Management
Massachusetts
$51.7M $0 1 7.7% Maintained