← All themes Nuclear Energy

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
1
Manning & Napier Advisors
Manning & Napier Advisors
New York
$281M +$20.4M 1 1.32% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$281M -$12.3M 1 1.64% Reduced
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$244M -$9.13M 1 0.69% Reduced
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$238M +$12.4M 1 2.63% Increased
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$170M -$4.5M 1 1.28% Reduced
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$170M +$4.77M 1 0.13% Increased
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$154M +$14.5M 1 0.24% Increased
8
CIBC World Market
CIBC World Market
Ontario, Canada
$107M +$1.87M 1 0.44% Increased
9
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$104M -$3.37M 1 1.69% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$97.1M -$51.6M 1 0.01% Reduced
11
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$95.7M +$8.78M 1 0.34% Increased
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$93.7M -$94.8K 1 0.82% Reduced
13
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$93.6M -$4.45M 1 1.06% Reduced
14
Wellington Management Group
Wellington Management Group
Massachusetts
$91.5M -$77.3M 1 0.03% Reduced
15
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$90.2M -$7.77M 1 0.46% Reduced
16
Guggenheim Capital
Guggenheim Capital
Illinois
$73.1M +$10.3M 1 0.26% Increased
17
Canada Life
Canada Life
Manitoba, Canada
$64.7M +$4.65M 1 0.26% Increased
18
TD Asset Management
TD Asset Management
Ontario, Canada
$55.8M -$2.26M 1 0.11% Reduced
19
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$47.9M +$288K 1 0.49% Increased
20
TGI
Tradewinds Global Investors
California
$46.6M -$42.9M 1 1.24% Reduced
21
Pinnacle Associates
Pinnacle Associates
New York
$45.8M -$800K 1 0.95% Reduced
22
Capital Guardian Trust
Capital Guardian Trust
California
$44.6M -$1.87M 1 0.31% Reduced
23
Norges Bank
Norges Bank
Norway
$41.4M +$6.97M 1 0.02% Increased
24
AllianceBernstein
AllianceBernstein
Tennessee
$38.5M -$2.54M 1 0.04% Reduced
25
Allianz Asset Management
Allianz Asset Management
Germany
$36.8M +$1.56M 1 0.05% Increased