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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	$208M	-$2.24M	1	1.58%	Reduced
2	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$147M	$0	1	0.36%	Maintained
3	T. Rowe Price Associates Baltimore, Maryland	$131M	+$7.88M	1	0.02%	Increased
4	KGI Kopernik Global Investors Tampa, Florida	$95.1M	+$16.5M	1	14.81%	Increased
5	Vanguard Group Malvern, Pennsylvania	$91.9M	+$2.64M	1	0%	Increased
6	Global X Management Company New York	$82.1M	+$6.56M	1	1.63%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$81.2M	+$11.9M	1	0.04%	Increased
8	Adage Capital Partners Boston, Massachusetts	$73.3M	-$6.95M	1	0.17%	Reduced
9	Russell Investments Group London, United Kingdom	$67.4M	-$670K	1	0.11%	Reduced
10	CIBC World Market Toronto, Ontario, Canada	$46.5M	+$3.28M	1	0.19%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$41.5M	-$982K	1	0.72%	Reduced
12	Vaughan Nelson Investment Management Houston, Texas	$41.3M	+$42.1M	1	0.51%	New
13	Lingotto Investment Management London, United Kingdom	$41.2M	+$10.7M	1	14.19%	Increased
14	Morgan Stanley New York	$40.4M	-$3.23M	1	0.01%	Reduced
15	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.9M	+$2.47M	1	1.14%	Increased
16	Letko, Brosseau & Associates Montreal, Quebec, Canada	$33.1M	-$8.91M	1	0.31%	Reduced
17	Wellington Management Group Boston, Massachusetts	$31.9M	+$25.1M	1	0.01%	Increased
18	TD Asset Management Toronto, Ontario, Canada	$30.4M	-$838K	1	0.05%	Reduced
19	Manning & Napier Group Fairport, New York	$28.4M	-$1.47M	1	0.28%	Reduced
20	Bank of Montreal Toronto, Ontario, Canada	$26.7M	-$10.7M	1	0.02%	Reduced
21	Norges Bank Oslo, Norway	$24.1M	+$1.14M	1	0.01%	Increased
22	Jupiter Asset Management London, United Kingdom	$21.9M	+$111K	1	0.67%	Increased
23	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$20.1M	+$1.57M	1	0.12%	Increased
24	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$19.6M	-$304K	1	0.02%	Reduced
25	Citigroup New York	$19.2M	+$7.23M	1	0.02%	Increased