← 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
$466M +$20M 1 1.92% Increased
2
Wellington Management Group
Wellington Management Group
Massachusetts
$407M +$260M 1 0.11% Increased
3
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$356M -$6.44M 1 2.74% Reduced
4
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$339M -$4.96M 1 1.97% Reduced
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$224M -$38.1M 1 0.67% Reduced
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$198M -$8.86M 1 0.15% Reduced
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$191M +$10.4M 1 0.25% Increased
8
CRM
Cramer Rosenthal McGlynn
Connecticut
$176M -$77.6M 1 1.35% Reduced
9
CIBC World Market
CIBC World Market
Ontario, Canada
$144M +$4.44M 1 0.55% Increased
10
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$125M -$9.28M 1 1.93% Reduced
11
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$116M -$1.07M 1 0.99% Reduced
12
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$115M +$4.68M 1 0.4% Increased
13
BlackRock Advisors
BlackRock Advisors
Delaware
$113M +$27.2M 1 0.11% Increased
14
Fidelity Investments
Fidelity Investments
Massachusetts
$105M -$14.5M 1 0.01% Reduced
15
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$103M -$11.1M 1 1.05% Reduced
16
Guggenheim Capital
Guggenheim Capital
Illinois
$98.5M -$9M 1 0.28% Reduced
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.5M +$79.3M 1 0.02% New
18
Soros Fund Management
Soros Fund Management
New York
$79.2M +$17.6M 1 0.78% Increased
19
Pinnacle Associates
Pinnacle Associates
New York
$73.8M +$16.6M 1 1.44% Increased
20
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$71M -$711K 1 0.04% Reduced
21
TD Asset Management
TD Asset Management
Ontario, Canada
$65.1M +$4.83M 1 0.12% Increased
22
Norges Bank
Norges Bank
Norway
$61.9M +$4.1M 1 0.03% Increased
23
Canada Life
Canada Life
Manitoba, Canada
$59.7M -$6.83M 1 0.21% Reduced
24
PHAM
Pacific Heights Asset Management
California
$51.5M -$5.57M 1 1.77% Reduced
25
Morgan Stanley
Morgan Stanley
New York
$51.2M +$18.3M 1 0.02% Increased