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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	National Bank of Canada Montreal, Quebec, Canada	$130M	+$19.3M	2	0.18%	Increased
27	Legal & General Group London, United Kingdom	$123M	+$4.65M	2	0.03%	Increased
28	CIBC Asset Management Toronto, Ontario, Canada	$118M	-$19.6M	1	0.42%	Reduced
29	Aristotle Capital Management Los Angeles, California	$117M	+$2.12M	1	0.23%	Increased
30	Invesco Atlanta, Georgia	$116M	+$14.2M	2	0.02%	Increased
31	Geode Capital Management Boston, Massachusetts	$109M	+$14.3M	3	0.01%	Increased
32	Bank of New York Mellon New York	$106M	-$4.49M	2	0.02%	Reduced
33	Amundi Paris, France	$105M	-$5.4M	1	0.04%	Reduced
34	Goldman Sachs New York	$105M	-$85.1M	3	0.02%	Reduced
35	P3I Progeny 3 Inc Kirkland, Washington	$104M	$0	1	9.95%	Maintained
36	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$103M	+$69M	2	0.55%	Increased
37	Bridgewater Associates Westport, Connecticut	$102M	+$87.2M	1	0.53%	Increased
38	Citigroup New York	$101M	+$22.3M	3	0.06%	Increased
39	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$98M	+$22.3M	2	0.09%	Increased
40	TD Asset Management Toronto, Ontario, Canada	$82.1M	+$12.8M	1	0.08%	Increased
41	Massachusetts Financial Services Boston, Massachusetts	$73.1M	+$75.4M	1	0.02%	New
42	Wellington Management Group Boston, Massachusetts	$68.3M	-$3.28M	1	0.01%	Reduced
43	RCW Rheos Capital Works Tokyo, Japan	$67.3M	-$3.65M	2	3.52%	Reduced
44	AGF Management Toronto, Ontario, Canada	$66.7M	-$9.17M	1	0.37%	Reduced
45	Primecap Management Pasadena, California	$66.6M	-$142K	1	0.05%	Reduced
46	Mackenzie Financial Toronto Ontario, Ontario, Canada	$66.3M	+$2.19M	1	0.1%	Increased
47	Swiss National Bank Zurich, Switzerland	$64M	-$390K	1	0.04%	Reduced
48	VanEck Associates New York	$60.3M	+$18.8M	2	0.09%	Increased
49	Railway Pension Investments London, United Kingdom	$60.1M	+$6.34M	1	0.72%	Increased
50	TAM Telemark Asset Management Boston, Massachusetts	$59M	$0	1	5.14%	Maintained