← 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
$243M -$1.27M 1 2.07% Reduced
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$203M +$43.1M 1 0.03% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$128M +$4.78M 1 0.01% Increased
4
KGI
Kopernik Global Investors
Florida
$108M -$4.32M 1 20.23% Reduced
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$108M +$5.21M 1 0.3% Increased
6
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$87M +$1.33M 1 1.24% Increased
7
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$84M -$7.42M 1 0.04% Reduced
8
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$67.7M $0 1 19.27% Maintained
9
Wellington Management Group
Wellington Management Group
Massachusetts
$66.5M -$5.16M 1 0.02% Reduced
10
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$57.7M +$58.9M 1 0.52% New
11
CIBC World Market
CIBC World Market
Ontario, Canada
$50.7M +$3.42M 1 0.26% Increased
12
Russell Investments Group
Russell Investments Group
United Kingdom
$45.7M -$4.36M 1 0.1% Reduced
13
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$45.2M +$13.3M 1 0.31% Increased
14
Morgan Stanley
Morgan Stanley
New York
$38.3M -$3.35M 1 0.01% Reduced
15
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$36.9M +$6.99M 1 1.3% Increased
16
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36M +$2.66M 1 0.03% Increased
17
Norges Bank
Norges Bank
Norway
$35.5M $0 1 0.01% Maintained
18
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$35.1M -$1.92M 1 0.73% Reduced
19
BCIM
Black Creek Investment Management
Ontario, Canada
$35M -$626K 1 1.26% Reduced
20
KeyBank National Association
KeyBank National Association
Ohio
$28.6M +$1.4M 1 0.19% Increased
21
MAM
Majedie Asset Management
United Kingdom
$28M +$27.9M 1 2.09% New
22
TD Asset Management
TD Asset Management
Ontario, Canada
$24.7M -$5.07M 1 0.04% Reduced
23
Manning & Napier Group
Manning & Napier Group
New York
$22.6M -$4.1M 1 0.28% Reduced
24
Natixis Advisors
Natixis Advisors
Massachusetts
$21.7M +$1M 1 0.21% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$21M -$3.76M 1 0.01% Reduced