← All themes Nuclear Energy

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
Jarislowsky, Fraser Ltd
Quebec, Canada
$251M +$3.48M 1 1.74% Increased
2
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$200M -$344K 1 2.05% Reduced
3
Manning & Napier Advisors
Manning & Napier Advisors
New York
$165M -$20.2M 1 1% Reduced
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$120M +$8.09M 1 0.03% Increased
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$113M -$26.7M 1 0.07% Reduced
6
Wellington Management Group
Wellington Management Group
Massachusetts
$105M -$1.05M 1 0.03% Reduced
7
Vanguard Group
Vanguard Group
Pennsylvania
$89.2M +$9.66M 1 0.01% Increased
8
KGI
Kopernik Global Investors
Florida
$79.5M +$12M 1 14.06% Increased
9
AQR Capital Management
AQR Capital Management
Connecticut
$76.9M +$20M 1 0.14% Increased
10
Adage Capital Partners
Adage Capital Partners
Massachusetts
$67M -$33.4M 1 0.18% Reduced
11
CIBC World Market
CIBC World Market
Ontario, Canada
$63.4M -$174K 1 0.28% Reduced
12
Allianz Asset Management
Allianz Asset Management
Germany
$61M +$1.38M 1 0.06% Increased
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$54.6M -$382K 1 0.52% Reduced
14
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.1M +$1.17M 1 0.62% Increased
15
Bank of Montreal
Bank of Montreal
Ontario, Canada
$51.4M -$182K 1 0.06% Reduced
16
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$51M +$14.7M 1 0.83% Increased
17
Emerald Acquisition
Emerald Acquisition
Washington
$49.1M +$53.2M 1 0.09% New
18
BlackRock Advisors
BlackRock Advisors
Delaware
$48.2M -$2.83M 1 0.05% Reduced
19
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$41.1M +$2.08M 1 0.17% Increased
20
TD Asset Management
TD Asset Management
Ontario, Canada
$36M +$1.13M 1 0.07% Increased
21
Norges Bank
Norges Bank
Norway
$33.7M $0 1 0.02% Maintained
22
CBOA
Commonwealth Bank of Australia
Australia
$29.9M +$6.27M 1 0.35% Increased
23
Canada Life
Canada Life
Manitoba, Canada
$29.1M +$1.44M 1 0.09% Increased
24
Pinnacle Associates
Pinnacle Associates
New York
$28.3M -$961K 1 0.61% Reduced
25
TGI
Tradewinds Global Investors
California
$26.6M -$885K 1 1.73% Reduced