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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	T. Rowe Price Associates Baltimore, Maryland	$284M	+$55.8M	4	0.03%	Increased
27	AGF Management Toronto, Ontario, Canada	$251M	-$35.2M	1	1.14%	Reduced
28	State Street Boston, Massachusetts	$244M	+$87.3M	4	0.01%	Increased
29	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$240M	+$35.9M	1	0.85%	Increased
30	CIBC World Market Toronto, Ontario, Canada	$228M	-$16.8M	2	0.45%	Reduced
31	Invesco Atlanta, Georgia	$218M	+$11.8M	4	0.04%	Increased
32	Driehaus Capital Management Chicago, Illinois	$213M	+$46.4M	2	1.7%	Increased
33	Citigroup New York	$202M	-$2.08M	5	0.1%	Reduced
34	Massachusetts Financial Services Boston, Massachusetts	$190M	+$18M	1	0.06%	Increased
35	Legal & General Group London, United Kingdom	$187M	+$101K	4	0.05%	Increased
36	P3I Progeny 3 Inc Kirkland, Washington	$181M	+$6.65M	1	10.17%	Increased
37	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$176M	-$5.08M	5	0.77%	Reduced
38	Ameriprise Minneapolis, Minnesota	$161M	-$48.3M	3	0.04%	Reduced
39	Millennium Management New York	$160M	-$31.6M	4	0.08%	Reduced
40	Aristotle Capital Management Los Angeles, California	$159M	-$125M	1	0.31%	Reduced
41	TD Asset Management Toronto, Ontario, Canada	$158M	+$4.11M	1	0.14%	Increased
42	Citadel Advisors Miami, Florida	$156M	+$12.9M	5	0.03%	Increased
43	Amundi Paris, France	$155M	+$7.6M	1	0.05%	Increased
44	UBS AM Chicago, Illinois	$151M	+$17.5M	4	0.03%	Increased
45	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$141M	-$6.92M	1	0.12%	Reduced
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$138M	-$18.8M	4	0.12%	Reduced
47	Voloridge Investment Management Jupiter, Florida	$134M	+$55.3M	3	0.49%	Increased
48	Northern Trust Chicago, Illinois	$127M	+$32.5M	4	0.02%	Increased
49	Bank of New York Mellon New York	$123M	-$2.82M	4	0.02%	Reduced
50	Railway Pension Investments London, United Kingdom	$123M	-$2.84M	1	1.73%	Reduced