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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	CIBC World Market Toronto, Ontario, Canada	$163M	-$26.3M	2	0.34%	Reduced
27	Nuveen Charlotte, North Carolina	$147M	-$53.8M	3	0.04%	Reduced
28	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$143M	-$15.1M	1	0.65%	Reduced
29	Goldman Sachs New York	$138M	+$17.5M	6	0.02%	Increased
30	Invesco Atlanta, Georgia	$138M	-$13.8M	2	0.03%	Reduced
31	Wellington Management Group Boston, Massachusetts	$133M	+$37.3M	1	0.02%	Increased
32	Ameriprise Minneapolis, Minnesota	$131M	-$51.9M	2	0.03%	Reduced
33	Legal & General Group London, United Kingdom	$127M	-$6.62M	4	0.03%	Reduced
34	Aristotle Capital Management Los Angeles, California	$118M	-$2.67M	1	0.23%	Reduced
35	P3I Progeny 3 Inc Kirkland, Washington	$117M	$0	1	9.26%	Maintained
36	Driehaus Capital Management Chicago, Illinois	$115M	+$66.8M	1	0.95%	Increased
37	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$115M	-$8.73M	3	0.58%	Reduced
38	DCI Data Collective IV Palo Alto, California	$112M	-$31.8M	1	49.51%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$111M	+$445K	1	0.04%	Increased
40	Amundi Paris, France	$111M	+$1.79M	1	0.04%	Increased
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$110M	-$2.76M	2	0.1%	Reduced
42	Citadel Advisors Miami, Florida	$107M	+$79.9M	4	0.02%	Increased
43	TD Asset Management Toronto, Ontario, Canada	$104M	+$963K	1	0.09%	Increased
44	Bank of New York Mellon New York	$103M	-$21M	3	0.02%	Reduced
45	1832 Asset Management Toronto, Ontario, Canada	$92.8M	+$59.7M	1	0.08%	Increased
46	Marshall Wace London, United Kingdom	$92.6M	+$20.7M	2	0.11%	Increased
47	Citigroup New York	$91.7M	-$18.7M	4	0.05%	Reduced
48	Railway Pension Investments London, United Kingdom	$87.7M	$0	1	1.16%	Maintained
49	Bank of Nova Scotia Toronto, Ontario, Canada	$76.4M	-$38.6M	1	0.13%	Reduced
50	W.H. Reaves & Co Jersey City, New Jersey	$73.9M	-$212K	1	1.95%	Reduced