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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	$205M	-$830K	1	1.18%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$141M	+$2.19M	1	0.02%	Increased
3	Adage Capital Partners Boston, Massachusetts	$113M	+$1.85M	1	0.28%	Increased
4	Vanguard Group Malvern, Pennsylvania	$108M	+$1.2M	1	0%	Increased
5	KGACF Kopernik Global All-Cap Fund Tampa, Florida	$102M	+$106M	1	18.33%	New
6	KGI Kopernik Global Investors Tampa, Florida	$102M	-$153K	1	18.33%	Reduced
7	Lingotto Investment Management London, United Kingdom	$89M	+$3.94M	1	12.69%	Increased
8	Russell Investments Group London, United Kingdom	$63.8M	+$2.54M	1	0.12%	Increased
9	Wellington Management Group Boston, Massachusetts	$58M	+$1.47M	1	0.01%	Increased
10	Guardian Capital (Canada) Toronto, Ontario, Canada	$55.5M	+$23M	1	1.15%	Increased
11	Royal Bank of Canada Toronto, Ontario, Canada	$54.4M	-$1.92M	1	0.02%	Reduced
12	Vaughan Nelson Investment Management Houston, Texas	$53.7M	-$25.9M	1	0.67%	Reduced
13	Norges Bank Oslo, Norway	$36.7M	$0	1	0.01%	Maintained
14	Ameriprise Minneapolis, Minnesota	$35.4M	+$6.88M	1	0.01%	Increased
15	Mirae Asset Global Investments Seoul, South Korea	$34M	-$2.68M	1	0.21%	Reduced
16	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$30.1M	-$760K	1	0.95%	Reduced
17	Bank of Nova Scotia Toronto, Ontario, Canada	$29.6M	+$3.9M	1	0.07%	Increased
18	Morgan Stanley New York	$28M	-$4.69M	1	0.01%	Reduced
19	KeyBank National Association Cleveland, Ohio	$27.5M	+$3.33M	1	0.15%	Increased
20	CIBC World Market Toronto, Ontario, Canada	$27.3M	+$621K	1	0.11%	Increased
21	Bank of Montreal Toronto, Ontario, Canada	$26.7M	-$1.67M	1	0.02%	Reduced
22	Jupiter Asset Management London, United Kingdom	$26.3M	-$2.23M	1	0.81%	Reduced
23	Rubric Capital Management (New York) New York	$20.1M	-$30.7M	1	2.27%	Reduced
24	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$19.1M	+$2.42M	1	0.03%	Increased
25	William Blair Investment Management Chicago, Illinois	$18.5M	+$405K	1	0.07%	Increased