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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	$226M	-$2.44M	1	1.71%	Reduced
2	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$157M	+$39.6M	1	0.36%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$123M	+$8.07M	1	0.02%	Increased
4	Vanguard Group Malvern, Pennsylvania	$92.6M	+$2.2M	1	0%	Increased
5	Adage Capital Partners Boston, Massachusetts	$80.3M	-$7.44M	1	0.2%	Reduced
6	KGI Kopernik Global Investors Tampa, Florida	$79.3M	+$4.49M	1	15.42%	Increased
7	Russell Investments Group London, United Kingdom	$72.2M	+$16.1M	1	0.12%	Increased
8	Global X Management Company New York	$65.3M	+$11.8M	1	1.77%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$63.7M	-$4.74M	1	0.03%	Reduced
10	Manning & Napier Advisors Fairport, New York	$54.9M	-$7.21M	1	0.47%	Reduced
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$53.5M	-$9.93K	1	0.79%	Reduced
12	CIBC World Market Toronto, Ontario, Canada	$47.8M	-$7.11M	1	0.23%	Reduced
13	Letko, Brosseau & Associates Montreal, Quebec, Canada	$45.1M	-$295K	1	0.41%	Reduced
14	Schroder Investment Management Group London, United Kingdom	$40M	+$19.8M	1	0.07%	Increased
15	Morgan Stanley New York	$39.1M	+$13.8M	1	0.01%	Increased
16	Bank of Montreal Toronto, Ontario, Canada	$39.1M	-$805K	1	0.04%	Reduced
17	TD Asset Management Toronto, Ontario, Canada	$37.3M	+$69K	1	0.06%	Increased
18	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.5M	-$496K	1	1.52%	Reduced
19	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$26.2M	+$8.63M	1	0.26%	Increased
20	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$25M	-$131M	1	0.15%	Reduced
21	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$24.7M	-$6.76M	1	0.15%	Reduced
22	Norges Bank Oslo, Norway	$24.4M	+$5.5M	1	0.01%	Increased
23	Brandes Investment Partners La Jolla, California	$23.3M	+$1.1M	1	0.47%	Increased
24	Legal & General Group London, United Kingdom	$21.4M	-$13.7M	1	0.02%	Reduced
25	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$20.9M	-$32.8M	1	0.02%	Reduced