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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	T. Rowe Price Associates Baltimore, Maryland	$332M	-$2.66M	1	0.03%	Reduced
2	William Blair Investment Management Chicago, Illinois	$260M	+$3.35M	1	0.84%	Increased
3	Vanguard Group Malvern, Pennsylvania	$197M	+$6.06M	1	0.01%	Increased
4	Lingotto Investment Management London, United Kingdom	$185M	+$14.3M	1	21.18%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$163M	-$18.5M	1	18.35%	Reduced
6	Beutel, Goodman & Co Toronto, Ontario, Canada	$134M	-$196M	1	0.84%	Reduced
7	Mirae Asset Global Investments Seoul, South Korea	$118M	+$48.3M	1	0.41%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$109M	+$525K	1	0.03%	Increased
9	Ameriprise Minneapolis, Minnesota	$107M	+$14.6M	1	0.04%	Increased
10	Manning & Napier Group Fairport, New York	$102M	-$20.5M	1	0.87%	Reduced
11	MP MFN Partners Boston, Massachusetts	$100M	+$92.9M	1	7.46%	New
12	KeyBank National Association Cleveland, Ohio	$90.3M	+$7.33M	1	0.42%	Increased
13	Brandes Investment Partners La Jolla, California	$90.2M	-$63.8M	1	2.14%	Reduced
14	Guardian Capital (Canada) Toronto, Ontario, Canada	$80.8M	-$28.2M	1	1.35%	Reduced
15	Bank of Montreal Toronto, Ontario, Canada	$79.9M	+$23.5M	1	0.05%	Increased
16	Morgan Stanley New York	$73.1M	+$20.6M	1	0.01%	Increased
17	Norges Bank Oslo, Norway	$70.3M	-$3.35M	1	0.02%	Reduced
18	Russell Investments Group London, United Kingdom	$65.6M	-$17.1M	1	0.12%	Reduced
19	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$60M	+$32.7M	1	0.33%	Increased
20	Wellington Management Group Boston, Massachusetts	$59.8M	+$19.1M	1	0.01%	Increased
21	CIBC World Market Toronto, Ontario, Canada	$57.7M	+$987K	1	0.17%	Increased
22	Bank of Nova Scotia Toronto, Ontario, Canada	$55.4M	-$54.2K	1	0.11%	Reduced
23	Moore Capital Management New York	$46.1M	+$42.6M	1	0.58%	New
24	Dimensional Fund Advisors Austin, Texas	$45.4M	-$101K	1	0.02%	Reduced
25	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42M	-$179K	1	0.04%	Reduced