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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	Nuveen Charlotte, North Carolina	$116M	-$13.7M	2	0.03%	Reduced
27	National Bank of Canada Montreal, Quebec, Canada	$115M	-$84.5M	2	0.18%	Reduced
28	Amundi Paris, France	$105M	+$1.72M	1	0.05%	Increased
29	Legal & General Group London, United Kingdom	$105M	+$21.9M	2	0.03%	Increased
30	Aristotle Capital Management Los Angeles, California	$101M	-$121M	1	0.19%	Reduced
31	Bank of New York Mellon New York	$96.3M	+$9.12M	2	0.02%	Increased
32	P3I Progeny 3 Inc Kirkland, Washington	$91.4M	$0	1	10.05%	Maintained
33	Invesco Atlanta, Georgia	$86M	-$11.3M	2	0.02%	Reduced
34	Geode Capital Management Boston, Massachusetts	$78M	+$4.22M	2	0.01%	Increased
35	Man Group London, United Kingdom	$76.6M	-$31.3M	1	0.19%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.7M	+$7.02M	1	0.05%	Increased
37	Citigroup New York	$70.2M	-$20.9M	3	0.05%	Reduced
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$67.2M	+$690K	2	0.06%	Increased
39	AGF Management Toronto, Ontario, Canada	$66.5M	+$51.6M	1	0.37%	Increased
40	MPM MBB Public Markets Chicago, Illinois	$63.2M	+$58M	1	3.87%	Increased
41	Wellington Management Group Boston, Massachusetts	$63M	-$9.48M	1	0.01%	Reduced
42	TD Asset Management Toronto, Ontario, Canada	$61.4M	+$1.15M	1	0.06%	Increased
43	RCW Rheos Capital Works Tokyo, Japan	$60.2M	-$1.78M	2	2.88%	Reduced
44	Primecap Management Pasadena, California	$58.7M	-$2.75M	1	0.04%	Reduced
45	Citadel Advisors Miami, Florida	$57.3M	+$25.1M	2	0.01%	Increased
46	Swiss National Bank Zurich, Switzerland	$56.7M	-$4.55M	1	0.04%	Reduced
47	Mackenzie Financial Toronto Ontario, Ontario, Canada	$56.5M	+$19.3M	1	0.08%	Increased
48	TAM Telemark Asset Management Boston, Massachusetts	$52M	$0	1	5.37%	Maintained
49	Covea Finance Paris, France	$50.3M	+$4.03M	1	2.38%	Increased
50	Addenda Capital Montreal, Quebec, Canada	$49M	+$1.85M	1	1.86%	Increased