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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	$216M	-$955K	1	1.95%	Reduced
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$144M	-$2.02M	1	0.91%	Reduced
3	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$111M	+$56.2M	1	0.27%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$108M	+$11.5M	1	0.02%	Increased
5	Vanguard Group Malvern, Pennsylvania	$85.1M	+$3.69M	1	0%	Increased
6	Deutsche Bank Frankfurt Am Main Ge, Germany	$82.9M	+$11M	1	0.06%	Increased
7	Adage Capital Partners Boston, Massachusetts	$82.4M	+$17.9M	1	0.2%	Increased
8	KGI Kopernik Global Investors Tampa, Florida	$70.5M	+$7.21M	1	14.81%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$64.3M	-$22M	1	0.03%	Reduced
10	Manning & Napier Advisors Fairport, New York	$58.3M	-$5.34M	1	0.5%	Reduced
11	Russell Investments Group London, United Kingdom	$53.2M	+$10.6M	1	0.09%	Increased
12	CIBC World Market Toronto, Ontario, Canada	$51.5M	+$1.07M	1	0.22%	Increased
13	Global X Management Company New York	$50.8M	-$3.8M	1	1.6%	Reduced
14	Guardian Capital (Canada) Toronto, Ontario, Canada	$50.5M	+$938K	1	0.79%	Increased
15	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$49.7M	+$643K	1	0.06%	Increased
16	Letko, Brosseau & Associates Montreal, Quebec, Canada	$42.9M	-$667K	1	0.42%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$37.5M	-$10M	1	0.04%	Reduced
18	TD Asset Management Toronto, Ontario, Canada	$35.2M	+$1.37M	1	0.06%	Increased
19	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33M	+$9.22M	1	1.75%	Increased
20	Wellington Management Group Boston, Massachusetts	$32.6M	-$26.8M	1	0.01%	Reduced
21	Legal & General Group London, United Kingdom	$32M	+$4.34M	1	0.03%	Increased
22	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$29.5M	-$18M	1	0.19%	Reduced
23	Morgan Stanley New York	$24.1M	+$986K	1	0.01%	Increased
24	Brandes Investment Partners La Jolla, California	$20.9M	+$6.21M	1	0.33%	Increased
25	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$20.8M	-$23M	1	0.07%	Reduced