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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
76	Nuveen Charlotte, North Carolina	$84.4M	+$2.93M	4	0.02%	Increased
77	Addenda Capital Montreal, Quebec, Canada	$83.3M	+$1.46M	1	2.35%	Increased
78	LPL Financial San Diego, California	$81.9M	+$5.34M	6	0.02%	Increased
79	BNP Paribas Asset Management Paris, France	$81.7M	-$5.2M	4	0.09%	Reduced
80	Charles Schwab San Francisco, California	$80.9M	+$2.16M	4	0.01%	Increased
81	Vanguard Asset Management London, Ec4n 8af,	$79.7M	+$85.4M	5	0.07%	New
82	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$77.4M	$0	1	0.12%	Maintained
83	Two Sigma Investments New York	$76.8M	+$20.5M	4	0.06%	Increased
84	Quadrature Capital London, United Kingdom	$76.4M	+$64.3M	3	0.91%	Increased
85	British Columbia Investment Management Victoria, British Columbia, Canada	$72.5M	+$40.1M	2	0.43%	Increased
86	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$71.6M	-$9.8M	1	0.62%	Reduced
87	Temasek Holdings Singapore	$70.9M	+$74.7M	1	0.23%	New
88	Horizon Kinetics Asset Management New York	$70.8M	-$2.55M	1	0.77%	Reduced
89	Wells Fargo San Francisco, California	$70.5M	-$3.75M	5	0.01%	Reduced
90	MUFG Securities (Canada) New York	$70.1M	-$1.94M	1	2.02%	Reduced
91	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$68.4M	+$14.9M	2	0.04%	Increased
92	Picton Mahoney Asset Management Toronto, Ontario, Canada	$64.9M	+$13.2M	1	0.48%	Increased
93	Covea Finance Paris, France	$64.4M	-$17.3M	1	2.25%	Reduced
94	Rathbones Group Liverpool, United Kingdom	$64M	+$3.4M	1	0.26%	Increased
95	Bowen Hanes & Co Ponte Vedra Beach, Florida	$62.1M	-$229K	1	1.51%	Reduced
96	DLP De Lisle Partners Poole, United Kingdom	$62M	+$11.8M	1	7.42%	Increased
97	M&G plc London, United Kingdom	$59.1M	-$10.8M	1	0.31%	Reduced
98	Vident Advisory Alpharetta, Georgia	$58.4M	+$2.79M	4	0.5%	Increased
99	Canada Life Winnipeg, Manitoba, Canada	$58.2M	+$8.31M	1	0.1%	Increased
100	ARK Investment Management St. Petersburg, Florida	$57.3M	+$10.7M	2	0.45%	Increased