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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	Beutel, Goodman & Co Toronto, Ontario, Canada	$236M	+$43.3M	1	2.62%	Increased
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$218M	-$404K	1	1.52%	Reduced
3	Manning & Napier Advisors Fairport, New York	$216M	-$13.4M	1	1.25%	Reduced
4	Royal Bank of Canada Toronto, Ontario, Canada	$161M	-$14.6M	1	0.1%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$132M	+$17.5M	1	0.03%	Increased
6	Wellington Management Group Boston, Massachusetts	$124M	-$6.14M	1	0.03%	Reduced
7	Adage Capital Partners Boston, Massachusetts	$115M	-$23.4M	1	0.31%	Reduced
8	Vanguard Group Malvern, Pennsylvania	$94M	+$11.9M	1	0.01%	Increased
9	Allianz Asset Management Munich, Germany	$89.3M	+$56.5M	1	0.1%	Increased
10	KGI Kopernik Global Investors Tampa, Florida	$80.1M	+$2.03M	1	14.86%	Increased
11	CIBC World Market Toronto, Ontario, Canada	$74.4M	-$2.21M	1	0.35%	Reduced
12	AQR Capital Management Greenwich, Connecticut	$69M	+$30M	1	0.12%	Increased
13	Letko, Brosseau & Associates Montreal, Quebec, Canada	$64.7M	+$316K	1	0.64%	Increased
14	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$61.9M	-$3.4M	1	0.81%	Reduced
15	Bank of Montreal Toronto, Ontario, Canada	$60.4M	+$1.95M	1	0.06%	Increased
16	BlackRock Advisors Wilmington, Delaware	$59.5M	-$655K	1	0.06%	Reduced
17	Russell Frank Company Seattle, Washington	$51.7M	+$4.88M	1	0.09%	Increased
18	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$45.8M	+$1.48M	1	0.28%	Increased
19	Guardian Capital (Canada) Toronto, Ontario, Canada	$44.1M	+$3.59M	1	0.74%	Increased
20	TD Asset Management Toronto, Ontario, Canada	$41.2M	+$3.64M	1	0.08%	Increased
21	Norges Bank Oslo, Norway	$39.8M	-$970K	1	0.02%	Reduced
22	Pinnacle Associates New York	$34.1M	+$144K	1	0.73%	Increased
23	Canada Life Winnipeg, Manitoba, Canada	$32.6M	-$813K	1	0.12%	Reduced
24	TGI Tradewinds Global Investors Los Angeles, California	$32.1M	+$1.79M	1	1.94%	Increased
25	Global X Management Company New York	$31.6M	-$707K	1	2%	Reduced