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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	VanEck Associates New York	$128M	+$36.9M	3	0.16%	Increased
27	National Bank of Canada Montreal, Quebec, Canada	$124M	-$1.24M	3	0.14%	Reduced
28	Legal & General Group London, United Kingdom	$124M	+$3.25M	4	0.03%	Increased
29	Geode Capital Management Boston, Massachusetts	$120M	+$12.1M	4	0.01%	Increased
30	Bridgewater Associates Westport, Connecticut	$118M	+$17.9M	1	0.67%	Increased
31	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$115M	+$15.7M	3	0.57%	Increased
32	Bank of New York Mellon New York	$113M	+$8.73M	3	0.02%	Increased
33	Aristotle Capital Management Los Angeles, California	$112M	-$1.59M	1	0.2%	Reduced
34	Amundi Paris, France	$110M	+$1.9M	1	0.04%	Increased
35	Goldman Sachs New York	$109M	+$7.29M	5	0.02%	Increased
36	P3I Progeny 3 Inc Kirkland, Washington	$108M	+$6.94M	1	9.1%	Increased
37	AGF Management Toronto, Ontario, Canada	$105M	+$36.8M	1	0.53%	Increased
38	Bank of Nova Scotia Toronto, Ontario, Canada	$105M	-$31M	1	0.21%	Reduced
39	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$104M	+$8.17M	2	0.09%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$103M	+$29M	1	0.03%	Increased
41	Citigroup New York	$101M	+$1.83M	4	0.06%	Increased
42	TD Asset Management Toronto, Ontario, Canada	$97M	+$15.1M	1	0.09%	Increased
43	Wellington Management Group Boston, Massachusetts	$91.1M	+$22.6M	1	0.02%	Increased
44	Railway Pension Investments London, United Kingdom	$81.5M	+$21.1M	1	0.98%	Increased
45	Fred Alger Management New York	$80.2M	+$35.3M	1	0.39%	Increased
46	Millennium Management New York	$78M	+$44.3M	3	0.04%	Increased
47	W.H. Reaves & Co Jersey City, New Jersey	$68.9M	+$16.1M	1	1.89%	Increased
48	Marshall Wace London, United Kingdom	$67.7M	+$48.8M	1	0.08%	Increased
49	M&G plc London, United Kingdom	$66.2M	+$60.1M	1	0.24%	New
50	Mackenzie Financial Toronto Ontario, Ontario, Canada	$65.9M	+$1.41M	1	0.09%	Increased