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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	$220M	+$5.04M	1	1.53%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$148M	-$25.7M	1	0.02%	Reduced
3	Adage Capital Partners Boston, Massachusetts	$119M	+$14.1M	1	0.29%	Increased
4	Vanguard Group Malvern, Pennsylvania	$114M	+$1.56M	1	0%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$109M	+$6.26M	1	20.78%	Increased
6	Lingotto Investment Management London, United Kingdom	$91M	+$30M	1	17.85%	Increased
7	Vaughan Nelson Investment Management Houston, Texas	$83.9M	+$5.9M	1	1.12%	Increased
8	Russell Investments Group London, United Kingdom	$65.5M	+$16.2M	1	0.13%	Increased
9	Wellington Management Group Boston, Massachusetts	$60.4M	+$5.79M	1	0.01%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$60.1M	-$4.31M	1	0.02%	Reduced
11	Rubric Capital Management (New York) New York	$53M	+$13M	1	4.86%	Increased
12	Norges Bank Oslo, Norway	$39.3M	+$1.76M	1	0.01%	Increased
13	Mirae Asset Global Investments Seoul, South Korea	$39M	+$4.23M	1	0.27%	Increased
14	Guardian Capital (Canada) Toronto, Ontario, Canada	$35.6M	+$4.9M	1	0.71%	Increased
15	Morgan Stanley New York	$34.7M	+$5.63M	1	0.01%	Increased
16	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$32.9M	+$3.54M	1	1.15%	Increased
17	Ameriprise Minneapolis, Minnesota	$30.7M	+$29.9M	1	0.01%	Increased
18	Jupiter Asset Management London, United Kingdom	$30.4M	-$986K	1	0.99%	Reduced
19	Manning & Napier Group Fairport, New York	$30.3M	+$3.56M	1	0.34%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$30.3M	+$942K	1	0.03%	Increased
21	CIBC World Market Toronto, Ontario, Canada	$28.5M	-$2.89M	1	0.13%	Reduced
22	Bank of Nova Scotia Toronto, Ontario, Canada	$27.7M	+$10.2M	1	0.08%	Increased
23	KeyBank National Association Cleveland, Ohio	$26M	-$1.8M	1	0.15%	Reduced
24	Natixis Advisors Boston, Massachusetts	$21.5M	+$1.92M	1	0.17%	Increased
25	State of Tennessee, Department of Treasury Nashville, Tennessee	$21.3M	+$3.95M	1	0.1%	Increased