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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	$217M	-$5.51M	1	1.75%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$202M	+$7.12M	1	0.02%	Increased
3	William Blair Investment Management Chicago, Illinois	$156M	+$5.07M	1	0.61%	Increased
4	Vanguard Group Malvern, Pennsylvania	$127M	-$940K	1	0%	Reduced
5	KGI Kopernik Global Investors Tampa, Florida	$117M	+$15.8M	1	18.14%	Increased
6	Lingotto Investment Management London, United Kingdom	$103M	$0	1	16.54%	Maintained
7	Brandes Investment Partners La Jolla, California	$85.2M	-$5.96M	1	2.95%	Reduced
8	Manning & Napier Group Fairport, New York	$78.9M	+$64.9M	1	0.8%	Increased
9	Guardian Capital (Canada) Toronto, Ontario, Canada	$63.3M	+$8.79M	1	1.66%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$63.1M	-$10.7M	1	0.02%	Reduced
11	Ameriprise Minneapolis, Minnesota	$62.1M	+$17.3M	1	0.03%	Increased
12	Russell Investments Group London, United Kingdom	$58.9M	-$11M	1	0.13%	Reduced
13	KeyBank National Association Cleveland, Ohio	$47.5M	+$7.01M	1	0.26%	Increased
14	Norges Bank Oslo, Norway	$46.2M	+$1.14M	1	0.01%	Increased
15	Adage Capital Partners Boston, Massachusetts	$45.3M	-$46M	1	0.11%	Reduced
16	Morgan Stanley New York	$37.1M	+$2.5M	1	0.01%	Increased
17	Renaissance Technologies New York	$35.5M	-$18.2M	1	0.04%	Reduced
18	Mirae Asset Global Investments Seoul, South Korea	$34.7M	+$7.26M	1	0.17%	Increased
19	Bank of Nova Scotia Toronto, Ontario, Canada	$33.8M	+$111K	1	0.09%	Increased
20	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.4M	-$898K	1	1.27%	Reduced
21	CIBC World Market Toronto, Ontario, Canada	$33M	-$271K	1	0.14%	Reduced
22	Dimensional Fund Advisors Austin, Texas	$31M	+$10.5M	1	0.01%	Increased
23	Bank of Montreal Toronto, Ontario, Canada	$28.5M	+$3.16M	1	0.02%	Increased
24	Legal & General Group London, United Kingdom	$26.4M	+$7.88M	1	0.01%	Increased
25	Wellington Management Group Boston, Massachusetts	$23.5M	-$1.72M	1	0%	Reduced