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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	$541M	+$30M	1	0.05%	Increased
2	Mirae Asset Global Investments Seoul, South Korea	$498M	+$109M	1	1.04%	Increased
3	Vanguard Group Malvern, Pennsylvania	$373M	+$5.37M	1	0.01%	Increased
4	William Blair Investment Management Chicago, Illinois	$368M	-$18.1M	1	1.1%	Reduced
5	Capital World Investors Los Angeles, California	$295M	+$190M	1	0.05%	Increased
6	Lingotto Investment Management London, United Kingdom	$293M	+$108M	1	19.17%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$206M	+$5.89M	2	0.05%	Increased
8	KeyBank National Association Cleveland, Ohio	$195M	+$9.13M	1	0.82%	Increased
9	Exchange Traded Concepts Oklahoma City, Oklahoma	$194M	+$32.6M	1	3.89%	Increased
10	Morgan Stanley New York	$187M	+$22.4M	1	0.03%	Increased
11	KGI Kopernik Global Investors Tampa, Florida	$150M	-$89.8M	1	14.96%	Reduced
12	Driehaus Capital Management Chicago, Illinois	$146M	+$34.8M	1	1.8%	Increased
13	Ameriprise Minneapolis, Minnesota	$144M	-$4.49M	1	0.04%	Reduced
14	Adage Capital Partners Boston, Massachusetts	$120M	+$4.69M	2	0.23%	Increased
15	Bank of Montreal Toronto, Ontario, Canada	$104M	-$23.7M	2	0.05%	Reduced
16	Bank of Nova Scotia Toronto, Ontario, Canada	$97.2M	-$478K	2	0.17%	Reduced
17	Wellington Management Group Boston, Massachusetts	$82.6M	-$13.3M	1	0.01%	Reduced
18	Bank of America Charlotte, North Carolina	$78.6M	+$14M	2	0.01%	Increased
19	Aristotle Capital Management Los Angeles, California	$73.1M	+$1.87M	1	0.13%	Increased
20	CIBC World Market Toronto, Ontario, Canada	$68.9M	-$9.02M	1	0.22%	Reduced
21	Legal & General Group London, United Kingdom	$65.3M	+$3.17M	1	0.02%	Increased
22	Citadel Advisors Miami, Florida	$64.6M	-$32M	2	0.01%	Reduced
23	P3I Progeny 3 Inc Kirkland, Washington	$59.7M	+$4.68M	1	11.2%	Increased
24	Susquehanna International Group Bala Cynwyd, Pennsylvania	$56M	+$18.1M	1	0.01%	Increased
25	Amundi Paris, France	$54.2M	+$14M	1	0.04%	Increased