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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 Asset Management Toronto, Ontario, Canada	$262M	-$102M	2	0.76%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$240M	-$82.5M	4	0.03%	Reduced
28	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$240M	+$74.5M	4	0.2%	Increased
29	Citigroup New York	$232M	+$282K	4	0.1%	Increased
30	Massachusetts Financial Services Boston, Massachusetts	$231M	+$15.7M	1	0.07%	Increased
31	Legal & General Group London, United Kingdom	$228M	+$11.8M	4	0.05%	Increased
32	William Blair Investment Management Chicago, Illinois	$221M	-$95.5M	1	0.57%	Reduced
33	Victory Capital Management San Antonio, Texas	$210M	+$83.2M	3	0.12%	Increased
34	P3I Progeny 3 Inc Kirkland, Washington	$205M	$0	1	10.57%	Maintained
35	Castle Hook Partners New York	$200M	+$113M	1	1.02%	Increased
36	Clear Street New York	$200M	+$204M	2	0.68%	Increased
37	AGF Management Toronto, Ontario, Canada	$198M	-$79.3M	1	0.87%	Reduced
38	Northern Trust Chicago, Illinois	$195M	+$16.4M	4	0.02%	Increased
39	Driehaus Capital Management Chicago, Illinois	$192M	-$41.1M	3	1.37%	Reduced
40	Amundi Paris, France	$189M	+$4.5M	1	0.06%	Increased
41	SCTC Samsung C&T Corporation Seoul, South Korea	$187M	+$103M	1	100%	Increased
42	Charles Schwab San Francisco, California	$169M	+$33.3M	3	0.03%	Increased
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$166M	+$5.88M	1	0.12%	Increased
44	Invesco Atlanta, Georgia	$159M	-$87.7M	4	0.03%	Reduced
45	Tidal Investments Milwaukee, Wisconsin	$158M	+$97.6M	4	0.32%	Increased
46	D.E. Shaw & Co New York	$158M	-$233M	6	0.09%	Reduced
47	Bank of New York Mellon New York	$156M	+$3.59M	4	0.03%	Increased
48	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$147M	-$48.9M	5	0.58%	Reduced
49	Wellington Management Group Boston, Massachusetts	$146M	-$5.45M	2	0.03%	Reduced
50	Man Group London, United Kingdom	$142M	+$39.6M	1	0.25%	Increased