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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	$226M	-$11.4M	1	1.86%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$198M	+$7.29M	1	0.02%	Increased
3	William Blair Investment Management Chicago, Illinois	$153M	+$43.4M	1	0.62%	Increased
4	Vanguard Group Malvern, Pennsylvania	$129M	-$2.39M	1	0%	Reduced
5	Lingotto Investment Management London, United Kingdom	$104M	+$15.7M	1	17.12%	Increased
6	KGI Kopernik Global Investors Tampa, Florida	$104M	-$12.5M	1	18.63%	Reduced
7	Brandes Investment Partners La Jolla, California	$92.1M	-$2.91M	1	2.81%	Reduced
8	Adage Capital Partners Boston, Massachusetts	$89.5M	-$24.5M	1	0.23%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$74.2M	+$9.25M	1	0.03%	Increased
10	Russell Investments Group London, United Kingdom	$70.2M	-$10.2M	1	0.16%	Reduced
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$56M	-$4.82M	1	1.45%	Reduced
12	Renaissance Technologies New York	$53.2M	+$47.7M	1	0.05%	Increased
13	Ameriprise Minneapolis, Minnesota	$46.7M	+$6.57M	1	0.02%	Increased
14	Norges Bank Oslo, Norway	$45.9M	+$3.39M	1	0.01%	Increased
15	KeyBank National Association Cleveland, Ohio	$41.6M	+$8.66M	1	0.24%	Increased
16	Morgan Stanley New York	$35.3M	+$9.66M	1	0.01%	Increased
17	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.7M	+$99.9K	1	1.4%	Increased
18	Bank of Nova Scotia Toronto, Ontario, Canada	$34.2M	-$8.73K	1	0.12%	Reduced
19	CIBC World Market Toronto, Ontario, Canada	$33.8M	+$2.51M	1	0.15%	Increased
20	Bank of Montreal Toronto, Ontario, Canada	$28.4M	+$694K	1	0.03%	Increased
21	Mirae Asset Global Investments Seoul, South Korea	$28.4M	-$6.02M	1	0.17%	Reduced
22	Wellington Management Group Boston, Massachusetts	$25.5M	-$2.54M	1	0.01%	Reduced
23	TD Asset Management Toronto, Ontario, Canada	$22.9M	+$972K	1	0.03%	Increased
24	Dimensional Fund Advisors Austin, Texas	$21.5M	-$1.53M	1	0.01%	Reduced
25	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$21.2M	+$6.5M	1	0.05%	Increased