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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	Manning & Napier Advisors Fairport, New York	$221M	+$18.4M	1	1.29%	Increased
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$208M	-$4.26M	1	1.58%	Reduced
3	Beutel, Goodman & Co Toronto, Ontario, Canada	$182M	+$17.3M	1	2.19%	Increased
4	Royal Bank of Canada Toronto, Ontario, Canada	$169M	+$18.3M	1	0.11%	Increased
5	Adage Capital Partners Boston, Massachusetts	$134M	+$18M	1	0.35%	Increased
6	Wellington Management Group Boston, Massachusetts	$126M	-$15.1M	1	0.03%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$108M	-$1.42M	1	0.02%	Reduced
8	Vanguard Group Malvern, Pennsylvania	$78M	+$5.95M	1	0.01%	Increased
9	KGI Kopernik Global Investors Tampa, Florida	$74.8M	-$2.96M	1	16.07%	Reduced
10	CIBC World Market Toronto, Ontario, Canada	$73.7M	+$211K	1	0.37%	Increased
11	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$68.3M	+$19M	1	0.8%	Increased
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$61.8M	-$441K	1	0.64%	Reduced
13	BlackRock Advisors Wilmington, Delaware	$57.8M	-$4.62M	1	0.06%	Reduced
14	Bank of Montreal Toronto, Ontario, Canada	$56M	-$9.55M	1	0.07%	Reduced
15	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$46.1M	-$123M	1	0.13%	Reduced
16	Russell Frank Company Seattle, Washington	$43.9M	+$5.58M	1	0.08%	Increased
17	OppenheimerFunds New York	$43.7M	+$7.58M	1	0.06%	Increased
18	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$42.5M	-$2.49M	1	0.26%	Reduced
19	Norges Bank Oslo, Norway	$38.9M	$0	1	0.02%	Maintained
20	Guardian Capital (Canada) Toronto, Ontario, Canada	$38.7M	+$15M	1	0.74%	Increased
21	TD Asset Management Toronto, Ontario, Canada	$35.6M	-$186K	1	0.07%	Reduced
22	AQR Capital Management Greenwich, Connecticut	$35M	+$21.2M	1	0.06%	Increased
23	Pinnacle Associates New York	$32.6M	-$4.35M	1	0.68%	Reduced
24	Canada Life Winnipeg, Manitoba, Canada	$32.3M	+$5.39M	1	0.12%	Increased
25	Global X Management Company New York	$30.9M	-$4.8M	1	2.09%	Reduced