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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	$280M	-$6.95M	1	1.89%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$270M	+$1.6M	1	0.03%	Increased
3	William Blair Investment Management Chicago, Illinois	$207M	-$211K	1	0.69%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$153M	-$11.6M	1	0%	Reduced
5	KGI Kopernik Global Investors Tampa, Florida	$148M	-$6.02M	1	20.38%	Reduced
6	Lingotto Investment Management London, United Kingdom	$137M	$0	1	16.5%	Maintained
7	Brandes Investment Partners La Jolla, California	$131M	+$14.2M	1	3.37%	Increased
8	Manning & Napier Group Fairport, New York	$100M	-$3.55M	1	0.93%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$87.9M	+$3.34M	1	0.03%	Increased
10	Guardian Capital (Canada) Toronto, Ontario, Canada	$76.4M	-$6.18M	1	1.78%	Reduced
11	Ameriprise Minneapolis, Minnesota	$74M	-$6.69M	1	0.03%	Reduced
12	Russell Investments Group London, United Kingdom	$67.8M	-$8.25M	1	0.13%	Reduced
13	KeyBank National Association Cleveland, Ohio	$66.5M	+$2.74M	1	0.33%	Increased
14	Norges Bank Oslo, Norway	$59.7M	-$1.27M	1	0.01%	Reduced
15	Mirae Asset Global Investments Seoul, South Korea	$52.9M	+$5.4M	1	0.2%	Increased
16	Adage Capital Partners Boston, Massachusetts	$49.4M	-$8.54M	1	0.11%	Reduced
17	CIBC World Market Toronto, Ontario, Canada	$45.7M	+$1.47M	1	0.15%	Increased
18	Bank of Nova Scotia Toronto, Ontario, Canada	$44.8M	-$267	1	0.1%	Reduced
19	Bank of Montreal Toronto, Ontario, Canada	$42.6M	+$422K	1	0.03%	Increased
20	Morgan Stanley New York	$41M	-$6.54M	1	0.01%	Reduced
21	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$40.9M	-$2.8M	1	1.27%	Reduced
22	PointState Capital New York	$39.8M	+$31.7M	1	0.75%	New
23	Renaissance Technologies New York	$39.1M	-$6.43M	1	0.04%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$36.7M	-$3.57M	1	0.01%	Reduced
25	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$34.6M	-$114K	1	0.03%	Reduced