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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
1	Wellington Management Group Boston, Massachusetts	$480M	+$140M	1	0.13%	Increased
2	Manning & Napier Advisors Fairport, New York	$397M	-$2.43M	1	1.53%	Reduced
3	Royal Bank of Canada Toronto, Ontario, Canada	$366M	+$209M	1	0.25%	Increased
4	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$278M	-$11.5M	1	1.55%	Reduced
5	Beutel, Goodman & Co Toronto, Ontario, Canada	$254M	+$5.31M	1	2.16%	Increased
6	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$197M	+$5.85M	1	0.54%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$157M	+$92.7M	1	0.03%	Increased
8	Bank of Montreal Toronto, Ontario, Canada	$156M	-$8.28M	1	0.17%	Reduced
9	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$126M	-$25.7M	1	1.02%	Reduced
10	Norges Bank Oslo, Norway	$124M	+$74.9M	1	0.03%	Increased
11	CIBC World Market Toronto, Ontario, Canada	$123M	-$67.4K	1	0.43%	Reduced
12	BlackRock Advisors Wilmington, Delaware	$111M	+$15.7M	1	0.11%	Increased
13	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$101M	+$2.53M	1	0.33%	Increased
14	Letko, Brosseau & Associates Montreal, Quebec, Canada	$97.8M	-$1.33M	1	0.78%	Reduced
15	Guggenheim Capital Chicago, Illinois	$88.7M	+$4.71M	1	0.22%	Increased
16	AGF Investments Inc Toronto, Ontario, Canada	$88M	-$54.2K	1	0.86%	Reduced
17	Fidelity Investments Boston, Massachusetts	$70.4M	-$20.7M	1	0.01%	Reduced
18	Guardian Capital (Canada) Toronto, Ontario, Canada	$63.3M	-$46.2M	1	0.92%	Reduced
19	Pinnacle Associates New York	$60.1M	-$3.29M	1	1.17%	Reduced
20	TD Asset Management Toronto, Ontario, Canada	$59.1M	+$3.59M	1	0.1%	Increased
21	Canada Life Winnipeg, Manitoba, Canada	$56.8M	+$5.95M	1	0.19%	Increased
22	Bank of America Charlotte, North Carolina	$48.6M	+$18.9M	1	0.02%	Increased
23	Soros Fund Management New York	$44.7M	-$24.6M	1	0.34%	Reduced
24	TGI Tradewinds Global Investors Los Angeles, California	$40.4M	-$433K	1	1.37%	Reduced
25	BlackRock Group London, United Kingdom	$37.1M	+$7.14M	1	0.02%	Increased