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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	$347M	-$6.17M	1	0.09%	Reduced
2	Manning & Napier Advisors Fairport, New York	$300M	-$35.1M	1	1.33%	Reduced
3	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$275M	+$47.7M	1	1.7%	Increased
4	Beutel, Goodman & Co Toronto, Ontario, Canada	$220M	+$3.56M	1	1.96%	Increased
5	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$200M	+$29.8M	1	0.53%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$177M	-$29.5M	1	0.11%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$133M	+$2.47M	1	0.03%	Increased
8	Capital International Investors Los Angeles, California	$105M	+$110M	1	0.21%	New
9	Bank of Montreal Toronto, Ontario, Canada	$102M	+$11.5M	1	0.12%	Increased
10	CIBC World Market Toronto, Ontario, Canada	$100M	-$17.8K	1	0.38%	Reduced
11	BlackRock Advisors Wilmington, Delaware	$85.9M	-$6.03M	1	0.09%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$80.4M	-$622K	1	0.7%	Reduced
13	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$77.4M	-$2.01M	1	0.31%	Reduced
14	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.4M	-$31.4M	1	0.75%	Reduced
15	Guggenheim Capital Chicago, Illinois	$60.1M	-$12.5M	1	0.15%	Reduced
16	TD Asset Management Toronto, Ontario, Canada	$55.4M	+$6.5M	1	0.09%	Increased
17	Guardian Capital (Canada) Toronto, Ontario, Canada	$54M	-$5.35M	1	0.86%	Reduced
18	Norges Bank Oslo, Norway	$51.7M	$0	1	0.03%	Maintained
19	KGI Kopernik Global Investors Tampa, Florida	$51.1M	-$2.66M	1	17.36%	Reduced
20	Pinnacle Associates New York	$49.5M	+$1.17M	1	0.97%	Increased
21	Anchor Capital Advisors Boston, Massachusetts	$45.6M	-$3.31M	1	0.92%	Reduced
22	Canada Life Winnipeg, Manitoba, Canada	$44.5M	-$256K	1	0.15%	Reduced
23	Soros Fund Management New York	$42M	+$4.79M	1	0.46%	Increased
24	Bank of America Charlotte, North Carolina	$36.1M	+$1.28M	1	0.01%	Increased
25	TGI Tradewinds Global Investors Los Angeles, California	$34.3M	-$428K	1	1.39%	Reduced