← 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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$215M -$2.31M 1 1.46% Reduced
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$150M $0 1 0.35% Maintained
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M +$7.43M 1 0.02% Increased
4
Vanguard Group
Vanguard Group
Pennsylvania
$90.7M +$2.32M 1 0% Increased
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$81.3M +$4.69M 1 0.18% Increased
6
KGI
Kopernik Global Investors
Florida
$80.2M +$4.57M 1 14.88% Increased
7
Global X Management Company
Global X Management Company
New York
$77.2M +$14.6M 1 1.76% Increased
8
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.6M +$9.97M 1 0.03% Increased
9
Russell Investments Group
Russell Investments Group
United Kingdom
$70.2M +$245K 1 0.12% Increased
10
Morgan Stanley
Morgan Stanley
New York
$44.3M +$7.07M 1 0.01% Increased
11
CIBC World Market
CIBC World Market
Ontario, Canada
$44M -$1.71M 1 0.2% Reduced
12
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$43.4M -$8.17M 1 0.64% Reduced
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$42.6M -$774K 1 0.37% Reduced
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$37.8M +$525K 1 0.03% Increased
15
BCIM
Black Creek Investment Management
Ontario, Canada
$33.2M -$6.56K 1 1.25% Reduced
16
TD Asset Management
TD Asset Management
Ontario, Canada
$31.8M -$4.13M 1 0.05% Reduced
17
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$31.2M +$31.6M 1 15.07% New
18
Manning & Napier Group
Manning & Napier Group
New York
$30.3M +$30.8M 1 0.27% New
19
Deutsche Bank
Deutsche Bank
Germany
$28.8M +$10.7M 1 0.02% Increased
20
Norges Bank
Norges Bank
Norway
$23.5M $0 1 0.01% Maintained
21
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$22.2M +$16.5M 1 0.64% Increased
22
CBOA
Commonwealth Bank of Australia
Australia
$21.2M -$4.05M 1 0.21% Reduced
23
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2M +$254K 1 0.02% Increased
24
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19M -$4.82M 1 0.11% Reduced
25
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.7M +$100K 1 0.16% Increased