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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	$268M	-$27.7M	1	0.07%	Reduced
2	Manning & Napier Advisors Fairport, New York	$252M	-$3.59M	1	1.19%	Reduced
3	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$244M	+$12.5M	1	1.63%	Increased
4	Beutel, Goodman & Co Toronto, Ontario, Canada	$186M	-$183K	1	1.79%	Reduced
5	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$170M	+$978K	1	0.47%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$168M	+$19.6M	1	0.12%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$117M	+$3.72M	1	0.02%	Increased
8	CIBC World Market Toronto, Ontario, Canada	$86.1M	+$1.23M	1	0.35%	Increased
9	Bank of Montreal Toronto, Ontario, Canada	$84.8M	-$1.73M	1	0.1%	Reduced
10	BlackRock Advisors Wilmington, Delaware	$71.5M	-$1.56M	1	0.07%	Reduced
11	KGI Kopernik Global Investors Tampa, Florida	$68.4M	+$26.8M	1	17.13%	Increased
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$68.1M	-$9.57K	1	0.64%	Reduced
13	Vanguard Group Malvern, Pennsylvania	$67.8M	+$72.7M	1	0%	New
14	Capital International Investors Los Angeles, California	$67.6M	-$23M	1	0.12%	Reduced
15	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$61.6M	-$4.39M	1	0.26%	Reduced
16	Norges Bank Oslo, Norway	$44.8M	+$1.05M	1	0.02%	Increased
17	Pinnacle Associates New York	$44.3M	+$2.48M	1	0.83%	Increased
18	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$44.2M	-$19.4M	1	0.5%	Reduced
19	Canada Life Winnipeg, Manitoba, Canada	$42.4M	+$5.02M	1	0.14%	Increased
20	TD Asset Management Toronto, Ontario, Canada	$42.3M	-$5.01M	1	0.08%	Reduced
21	Anchor Capital Advisors Boston, Massachusetts	$39.8M	+$1.15M	1	0.86%	Increased
22	Soros Fund Management New York	$35.6M	$0	1	0.35%	Maintained
23	Millennium Management New York	$33.8M	+$33.4M	1	0.06%	Increased
24	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$32M	+$3.28M	1	0.33%	Increased
25	TGI Tradewinds Global Investors Los Angeles, California	$30.7M	+$1.65M	1	1.24%	Increased