← 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
$245M -$6.89M 1 1.77% Reduced
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$161M -$1.54M 1 0.02% Reduced
3
Vanguard Group
Vanguard Group
Pennsylvania
$124M +$4.52M 1 0% Increased
4
KGI
Kopernik Global Investors
Florida
$113M -$7.97M 1 21.04% Reduced
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$103M +$23.7M 1 0.23% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.3M +$3.73M 1 0.04% Increased
7
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$86.1M +$12.9M 1 1% Increased
8
Wellington Management Group
Wellington Management Group
Massachusetts
$71.9M +$31.7M 1 0.02% Increased
9
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.5M -$72.5M 1 0.17% Reduced
10
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$68M $0 1 19.32% Maintained
11
Russell Investments Group
Russell Investments Group
United Kingdom
$50.2M +$8.78M 1 0.1% Increased
12
CIBC World Market
CIBC World Market
Ontario, Canada
$47.5M -$6.08M 1 0.2% Reduced
13
Morgan Stanley
Morgan Stanley
New York
$41.8M -$8.73M 1 0.01% Reduced
14
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$37.2M -$3.52M 1 0.62% Reduced
15
BCIM
Black Creek Investment Management
Ontario, Canada
$35.8M +$8.17M 1 1.09% Increased
16
Norges Bank
Norges Bank
Norway
$35.7M $0 1 0.01% Maintained
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33.6M -$32.3K 1 0.03% Reduced
18
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.4M -$10.2M 1 0.18% Reduced
19
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$30.2M +$5.3M 1 0.86% Increased
20
TD Asset Management
TD Asset Management
Ontario, Canada
$29.8M -$5.47M 1 0.04% Reduced
21
KeyBank National Association
KeyBank National Association
Ohio
$27.3M +$2.53M 1 0.15% Increased
22
Manning & Napier Group
Manning & Napier Group
New York
$26.7M -$481K 1 0.26% Reduced
23
Deutsche Bank
Deutsche Bank
Germany
$24.8M -$1.3M 1 0.01% Reduced
24
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$22.5M -$793K 1 0.04% Reduced
25
Natixis Advisors
Natixis Advisors
Massachusetts
$20.8M +$2.71M 1 0.18% Increased