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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	$185M	-$2.65M	1	1.65%	Reduced
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$170M	-$2.31M	1	1.09%	Reduced
3	Manning & Napier Advisors Fairport, New York	$146M	-$19.7M	1	0.96%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$112M	-$2.2M	1	0.02%	Reduced
5	Royal Bank of Canada Toronto, Ontario, Canada	$111M	+$3.82M	1	0.06%	Increased
6	Vanguard Group Malvern, Pennsylvania	$91.4M	+$3.97M	1	0.01%	Increased
7	KGI Kopernik Global Investors Tampa, Florida	$79.4M	-$1.81M	1	16.23%	Reduced
8	Schroder Investment Management Group London, United Kingdom	$66.9M	+$14.6M	1	0.13%	Increased
9	Guardian Capital (Canada) Toronto, Ontario, Canada	$61.4M	+$578K	1	0.91%	Increased
10	CIBC World Market Toronto, Ontario, Canada	$60.5M	-$944K	1	0.21%	Reduced
11	Adage Capital Partners Boston, Massachusetts	$58.7M	-$4.51M	1	0.16%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$50.7M	-$1.04M	1	0.46%	Reduced
13	Russell Investments Group London, United Kingdom	$46.8M	+$40.9M	1	0.09%	New
14	Bank of Montreal Toronto, Ontario, Canada	$45.2M	+$1.88M	1	0.05%	Increased
15	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$45M	+$277K	1	0.41%	Increased
16	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$42.9M	-$909K	1	0.13%	Reduced
17	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$42M	+$36.2M	1	0.29%	New
18	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$40.1M	+$11.2M	1	0.49%	Increased
19	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$36.9M	+$17M	1	0.05%	Increased
20	TD Asset Management Toronto, Ontario, Canada	$34.5M	-$643K	1	0.06%	Reduced
21	Legal & General Group London, United Kingdom	$33.6M	+$13M	1	0.03%	Increased
22	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$29.8M	-$1.04M	1	2.29%	Reduced
23	Global X Management Company New York	$29.5M	+$2.11M	1	1.3%	Increased
24	Morgan Stanley New York	$27.4M	-$1.11M	1	0.01%	Reduced
25	Norges Bank Oslo, Norway	$24.3M	-$6.93M	1	0.01%	Reduced