← 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
$404M +$75.4M 1 1.83% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$310M -$12.2M 1 1.74% Reduced
3
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$305M -$3.06M 1 2.66% Reduced
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$238M -$38.9M 1 0.72% Reduced
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$232M +$33.6M 1 1.66% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$188M -$7.24M 1 0.13% Reduced
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$164M -$12.9M 1 0.22% Reduced
8
Wellington Management Group
Wellington Management Group
Massachusetts
$126M +$19.9M 1 0.04% Increased
9
CIBC World Market
CIBC World Market
Ontario, Canada
$126M +$3.4M 1 0.52% Increased
10
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$121M +$2.36M 1 1.92% Increased
11
Fidelity Investments
Fidelity Investments
Massachusetts
$109M -$2.81M 1 0.02% Reduced
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$106M -$1.69M 1 0.87% Reduced
13
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$104M -$3.98M 1 1.06% Reduced
14
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$100M -$9.24M 1 0.34% Reduced
15
Guggenheim Capital
Guggenheim Capital
Illinois
$97.6M +$12.7M 1 0.3% Increased
16
ZE
ZBI Equities
New York
$90.1M +$84.2M 1 4.88% New
17
BlackRock Advisors
BlackRock Advisors
Delaware
$77M +$72M 1 0.07% New
18
TGI
Tradewinds Global Investors
California
$72.7M +$17.9M 1 1.8% Increased
19
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$65.1M +$21.8M 1 0.04% Increased
20
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$62.6M -$38.4M 1 0.32% Reduced
21
Canada Life
Canada Life
Manitoba, Canada
$60.9M -$12.7M 1 0.22% Reduced
22
Soros Fund Management
Soros Fund Management
New York
$55.4M +$15.4M 1 0.47% Increased
23
TD Asset Management
TD Asset Management
Ontario, Canada
$54.4M -$9.09M 1 0.1% Reduced
24
Norges Bank
Norges Bank
Norway
$52.1M +$4.3M 1 0.03% Increased
25
PHAM
Pacific Heights Asset Management
California
$51.9M +$36.9M 1 1.54% Increased