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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	$388M	+$5.2M	1	0.04%	Increased
2	William Blair Investment Management Chicago, Illinois	$296M	-$4.05M	1	0.93%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$229M	+$2.35M	1	0.01%	Increased
4	Lingotto Investment Management London, United Kingdom	$224M	+$10.8M	1	19.42%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$176M	-$12.2M	1	18.43%	Reduced
6	Mirae Asset Global Investments Seoul, South Korea	$172M	+$35.5M	1	0.48%	Increased
7	Beutel, Goodman & Co Toronto, Ontario, Canada	$147M	-$7.98M	1	0.87%	Reduced
8	MP MFN Partners Boston, Massachusetts	$145M	+$28.3M	1	7.78%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$132M	+$5.61M	1	0.04%	Increased
10	Morgan Stanley New York	$124M	+$38.6M	1	0.02%	Increased
11	Ameriprise Minneapolis, Minnesota	$122M	-$1.61M	1	0.04%	Reduced
12	Manning & Napier Group Fairport, New York	$116M	-$1.94M	1	0.95%	Reduced
13	KeyBank National Association Cleveland, Ohio	$109M	+$4.97M	1	0.48%	Increased
14	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$85.5M	+$16M	1	0.43%	Increased
15	Bank of Montreal Toronto, Ontario, Canada	$85M	-$1.9M	1	0.04%	Reduced
16	Norges Bank Oslo, Norway	$74.9M	-$6.31M	1	0.02%	Reduced
17	Wellington Management Group Boston, Massachusetts	$71M	+$1.91M	1	0.01%	Increased
18	Brandes Investment Partners La Jolla, California	$68.2M	-$39M	1	1.52%	Reduced
19	Bank of Nova Scotia Toronto, Ontario, Canada	$64.1M	+$95.3K	1	0.12%	Increased
20	Russell Investments Group London, United Kingdom	$62.5M	-$13M	1	0.1%	Reduced
21	Exchange Traded Concepts Oklahoma City, Oklahoma	$59.9M	+$27.4M	1	1.9%	Increased
22	Assenagon Asset Management Senningerberg, Luxembourg	$54.5M	+$21.1M	1	0.19%	Increased
23	CIBC World Market Toronto, Ontario, Canada	$51M	-$15.4M	1	0.14%	Reduced
24	Guardian Capital (Canada) Toronto, Ontario, Canada	$48.3M	-$25.7M	1	0.95%	Reduced
25	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$48.1M	+$171K	1	0.04%	Increased