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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	$243M	+$12.8M	1	1.76%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$196M	+$2.3M	1	0.03%	Increased
3	Vanguard Group Malvern, Pennsylvania	$127M	+$3.94M	1	0%	Increased
4	Adage Capital Partners Boston, Massachusetts	$118M	+$5.38M	1	0.3%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$116M	+$14.8M	1	19.84%	Increased
6	Vaughan Nelson Investment Management Houston, Texas	$88M	+$4.84M	1	1.17%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$72.8M	+$5.22M	1	0.03%	Increased
8	Lingotto Investment Management London, United Kingdom	$68.5M	+$4.47M	1	13.8%	Increased
9	Wellington Management Group Boston, Massachusetts	$61.6M	+$1.62M	1	0.01%	Increased
10	Russell Investments Group London, United Kingdom	$55.4M	+$6.83M	1	0.1%	Increased
11	Rubric Capital Management (New York) New York	$45M	+$45.1M	1	3.54%	New
12	Norges Bank Oslo, Norway	$42.4M	+$4.31M	1	0.01%	Increased
13	Mirae Asset Global Investments Seoul, South Korea	$39.3M	-$1.72M	1	0.27%	Reduced
14	CIBC World Market Toronto, Ontario, Canada	$35.5M	-$10.5M	1	0.16%	Reduced
15	Jupiter Asset Management London, United Kingdom	$35.4M	-$140K	1	1.12%	Reduced
16	Guardian Capital (Canada) Toronto, Ontario, Canada	$34.7M	+$431K	1	0.67%	Increased
17	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.2M	+$4.08M	1	1.09%	Increased
18	Bank of Montreal Toronto, Ontario, Canada	$33.1M	-$33.8M	1	0.03%	Reduced
19	Morgan Stanley New York	$32.8M	-$3.3M	1	0.01%	Reduced
20	KeyBank National Association Cleveland, Ohio	$31.4M	+$1.3M	1	0.18%	Increased
21	Manning & Napier Group Fairport, New York	$30.2M	+$10.8M	1	0.33%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$23.3M	-$290K	1	0.03%	Reduced
23	Natixis Advisors Boston, Massachusetts	$22.1M	+$1.42M	1	0.18%	Increased
24	Citadel Advisors Miami, Florida	$20.1M	+$8.73M	1	0.01%	Increased
25	William Blair Investment Management Chicago, Illinois	$19.7M	+$187K	1	0.08%	Increased