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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	$379M	-$58.8M	1	0.1%	Reduced
2	Manning & Napier Advisors Fairport, New York	$359M	+$2.49M	1	1.49%	Increased
3	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$246M	-$4.44M	1	1.48%	Reduced
4	Beutel, Goodman & Co Toronto, Ontario, Canada	$232M	+$3.83M	1	2.03%	Increased
5	Royal Bank of Canada Toronto, Ontario, Canada	$220M	-$121M	1	0.15%	Reduced
6	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$184M	+$6.76M	1	0.5%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$141M	-$406K	1	0.03%	Reduced
8	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$111M	-$2.89M	1	1.11%	Reduced
9	CIBC World Market Toronto, Ontario, Canada	$108M	-$3.3M	1	0.39%	Reduced
10	BlackRock Advisors Wilmington, Delaware	$98.7M	-$1.83M	1	0.1%	Reduced
11	Bank of Montreal Toronto, Ontario, Canada	$97.7M	-$47.2M	1	0.11%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$86.9M	-$1.16M	1	0.74%	Reduced
13	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$85.2M	-$6.52M	1	0.3%	Reduced
14	Guggenheim Capital Chicago, Illinois	$77.6M	-$2.49M	1	0.19%	Reduced
15	Guardian Capital (Canada) Toronto, Ontario, Canada	$63.5M	+$7.33M	1	0.95%	Increased
16	KGI Kopernik Global Investors Tampa, Florida	$57.8M	+$28.2M	1	15.83%	Increased
17	Norges Bank Oslo, Norway	$55.6M	-$61.6M	1	0.03%	Reduced
18	TD Asset Management Toronto, Ontario, Canada	$52.9M	-$353K	1	0.09%	Reduced
19	Anchor Capital Advisors Boston, Massachusetts	$52.5M	+$58M	1	1.08%	Increased
20	Pinnacle Associates New York	$52.1M	-$2.27M	1	1.06%	Reduced
21	AGF Investments Inc Toronto, Ontario, Canada	$49.4M	-$33.1M	1	0.51%	Reduced
22	Canada Life Winnipeg, Manitoba, Canada	$48.1M	-$3.52M	1	0.16%	Reduced
23	Soros Fund Management New York	$40.3M	$0	1	0.3%	Maintained
24	Bank of America Charlotte, North Carolina	$37.6M	-$6.84M	1	0.01%	Reduced
25	TGI Tradewinds Global Investors Los Angeles, California	$37.4M	+$1.09M	1	1.38%	Increased