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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	$154M	-$3.18M	1	1.49%	Reduced
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$141M	-$6.3M	1	0.95%	Reduced
3	Manning & Napier Advisors Fairport, New York	$138M	+$10.2M	1	0.85%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$93.4M	-$137K	1	0.02%	Reduced
5	Royal Bank of Canada Toronto, Ontario, Canada	$86.9M	-$984K	1	0.05%	Reduced
6	Vanguard Group Malvern, Pennsylvania	$71M	+$1.53M	1	0%	Increased
7	KGI Kopernik Global Investors Tampa, Florida	$66.7M	+$5.23M	1	14.27%	Increased
8	Adage Capital Partners Boston, Massachusetts	$52.3M	$0	1	0.14%	Maintained
9	CIBC World Market Toronto, Ontario, Canada	$50.4M	+$982K	1	0.19%	Increased
10	Guardian Capital (Canada) Toronto, Ontario, Canada	$49.6M	+$10.9M	1	0.78%	Increased
11	Allianz Asset Management Munich, Germany	$46M	-$1.9M	1	0.04%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$42.4M	-$447K	1	0.4%	Reduced
13	Bank of Montreal Toronto, Ontario, Canada	$40.3M	+$228K	1	0.04%	Increased
14	Emerald Acquisition Seattle, Washington	$38.7M	+$455K	1	0.07%	Increased
15	AQR Capital Management Greenwich, Connecticut	$38.6M	-$24.2M	1	0.06%	Reduced
16	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$36M	+$4.46M	1	0.12%	Increased
17	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$35.6M	-$6.14M	1	0.35%	Reduced
18	BlackRock Advisors Wilmington, Delaware	$35.6M	-$2.29M	1	0.04%	Reduced
19	Schroder Investment Management Group London, United Kingdom	$35.3M	+$24M	1	0.07%	Increased
20	TD Asset Management Toronto, Ontario, Canada	$28.7M	+$695K	1	0.05%	Increased
21	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.2M	+$8.59M	1	2.05%	Increased
22	Norges Bank Oslo, Norway	$25.1M	-$606	1	0.01%	Reduced
23	Morgan Stanley New York	$23.5M	+$6.17M	1	0.01%	Increased
24	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$22.2M	-$1.16M	1	0.26%	Reduced
25	Global X Management Company New York	$22M	+$2.24M	1	0.98%	Increased