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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	$177M	+$622K	1	1.65%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$142M	+$23.1M	1	0.02%	Increased
3	Vanguard Group Malvern, Pennsylvania	$98.2M	+$6.11M	1	0%	Increased
4	KGI Kopernik Global Investors Tampa, Florida	$86.9M	-$906K	1	18.51%	Reduced
5	Adage Capital Partners Boston, Massachusetts	$85.5M	-$12.7M	1	0.26%	Reduced
6	William Blair Investment Management Chicago, Illinois	$81.1M	+$70M	1	0.39%	Increased
7	Brandes Investment Partners La Jolla, California	$70.9M	+$67.1M	1	2.48%	Increased
8	Lingotto Investment Management London, United Kingdom	$65.8M	-$11.4M	1	19.34%	Reduced
9	Russell Investments Group London, United Kingdom	$60.1M	+$5.76M	1	0.16%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$48.2M	+$1.57M	1	0.02%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$44.9M	-$2.28M	1	1.34%	Reduced
12	Norges Bank Oslo, Norway	$31.5M	$0	1	0.01%	Maintained
13	Ameriprise Minneapolis, Minnesota	$29.8M	-$663K	1	0.02%	Reduced
14	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.5M	+$51.4K	1	1.03%	Increased
15	Bank of Nova Scotia Toronto, Ontario, Canada	$25.5M	+$5.89K	1	0.09%	Increased
16	Mirae Asset Global Investments Seoul, South Korea	$25.5M	-$3.62M	1	0.2%	Reduced
17	KeyBank National Association Cleveland, Ohio	$24.4M	+$785K	1	0.16%	Increased
18	CIBC World Market Toronto, Ontario, Canada	$23.3M	-$220K	1	0.12%	Reduced
19	Bank of Montreal Toronto, Ontario, Canada	$20.9M	-$3.29M	1	0.02%	Reduced
20	Wellington Management Group Boston, Massachusetts	$20.7M	-$30.9M	1	0.01%	Reduced
21	Morgan Stanley New York	$18.9M	-$5.52M	1	0.01%	Reduced
22	MCM Moerus Capital Management New York	$18.1M	+$5.5M	1	8.84%	Increased
23	Dimensional Fund Advisors Austin, Texas	$17.2M	+$3.19M	1	0.01%	Increased
24	Bank of America Charlotte, North Carolina	$16.9M	+$3.05M	1	0%	Increased
25	TD Asset Management Toronto, Ontario, Canada	$16.2M	+$932K	1	0.03%	Increased