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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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$209M	+$1.07M	1	1.57%	Increased
2	Manning & Napier Advisors Fairport, New York	$201M	+$3.99M	1	1.08%	Increased
3	Beutel, Goodman & Co Toronto, Ontario, Canada	$163M	-$149K	1	1.78%	Reduced
4	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$162M	+$4.72M	1	0.45%	Increased
5	Royal Bank of Canada Toronto, Ontario, Canada	$150M	+$22.7M	1	0.11%	Increased
6	Wellington Management Group Boston, Massachusetts	$139M	-$103M	1	0.04%	Reduced
7	Adage Capital Partners Boston, Massachusetts	$115M	+$113M	1	0.32%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$108M	+$869K	1	0.02%	Increased
9	KGI Kopernik Global Investors Tampa, Florida	$76.6M	+$2.76M	1	16.03%	Increased
10	CIBC World Market Toronto, Ontario, Canada	$72.6M	-$369K	1	0.36%	Reduced
11	Vanguard Group Malvern, Pennsylvania	$71.3M	+$7.7M	1	0.01%	Increased
12	Bank of Montreal Toronto, Ontario, Canada	$64.3M	-$4.22M	1	0.09%	Reduced
13	BlackRock Advisors Wilmington, Delaware	$61.4M	-$5.34K	1	0.07%	Reduced
14	Letko, Brosseau & Associates Montreal, Quebec, Canada	$61.3M	+$2.5M	1	0.62%	Increased
15	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$44.4M	-$2.36M	1	0.25%	Reduced
16	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$41M	+$119K	1	0.48%	Increased
17	Russell Frank Company Seattle, Washington	$38.6M	+$11.6M	1	0.07%	Increased
18	Norges Bank Oslo, Norway	$38.4M	+$969K	1	0.02%	Increased
19	Pinnacle Associates New York	$36.3M	-$1.47M	1	0.8%	Reduced
20	OppenheimerFunds New York	$36M	+$12.6M	1	0.05%	Increased
21	TD Asset Management Toronto, Ontario, Canada	$35.3M	-$707K	1	0.07%	Reduced
22	Global X Management Company New York	$35M	-$5.19M	1	2.62%	Reduced
23	Anchor Capital Advisors Boston, Massachusetts	$33.4M	-$1M	1	0.85%	Reduced
24	Morgan Stanley New York	$32.2M	+$15.3M	1	0.01%	Increased
25	TGI Tradewinds Global Investors Los Angeles, California	$26.9M	+$592K	1	1.33%	Increased